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Planilo

Integration with Planilo – seamlessly connect your internal workflows

Written by Laura Leimegger
Updated over a week ago

Introduction – What are the benefits of integrating Planilo?

With the Planilo integration, you connect guest data and interactions from Guestnet directly to your hotel’s internal workflows. Tasks, requests and guest feedback are automatically forwarded to the responsible departments in Planilo.

The result: your team works in a more structured, faster and guest focused way without media disruptions or manual effort.


Function overview

With the Planilo integration you can:

  • Transfer guest requests from forms or messages directly as tasks in Planilo

  • Automatically forward the Green Option, for example cancellation of room cleaning

  • Transmit room service orders

  • Generate tasks for shop orders

  • Automatically forward SPA requests

  • Send weekly program information automatically to Planilo

  • Forward new registrations for activities

  • Provide participant lists before an activity starts

  • Transmit availability status, for example minimum participants reached or activity fully booked

The transfer runs automatically in the background and ensures smooth communication between Guestnet and Planilo.


How to integrate Planilo

ℹ️ You can connect Planilo directly by yourself. A detailed guide can be found in our article on the integration.

Prerequisites:

  • A valid Planilo Customer Key provided by Planilo

  • Activation of your Guestnet account by Planilo via Client ID

Setup steps:

  1. Request your individual Customer Key from Planilo

  2. Provide your Guestnet Client ID to Planilo for activation

  3. Enter the Customer Key in the designated area within Guestnet

  4. Test the connection with a sample request or order

After successful setup, tasks will automatically be transferred to Planilo.


FAQ

Which information is transferred?

All relevant information from the generated system emails is transferred to Planilo. You can review the transmitted content at any time in the Mail Log.

What can I do if tasks are not transferred?

In most cases this is caused by a configuration issue or missing activation. Please verify that your account has been properly enabled for Guestnet within Planilo.

How can I define whether notifications are sent by email or only in Planilo?

In the email settings you can define how notifications are delivered across all modules. You can choose between email only, email and Planilo, or Planilo only.


Support

Planilo is an external interface to Guestnet. The integration within Guestnet is free of charge and does not incur additional fees from Guestnet. Please note that costs may be charged directly by Planilo.

Our Customer Success Team will be happy to advise you on the optimal integration:
📩 [email protected]

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