How to Connect Your AdvanceCM Account

With the Jervis Systems-AdvanceCM integration, you can import your property listings and reservation details and automate property access via SET PIN codes and smart home device settings for guests, cleaning companies, and maintenance personnel.

Below we outline the complete step-by-step process to connect AdvanceCM to Jervis Systems and set up PIN code access and guest messaging.

1. Navigate to the Marketplace in Jervis Systems and select the option to connect to AdvanceCM.

2. You will then be prompted to login to your AdvanceCM account.

3. Select Continue to authorize permissions.

4. Once your accounts are connected, go to the Listings page within your Jervis Systems account and click Refresh Lisings. When the page has been reloaded, you will see all the listings imported from your AdvanceCM account.

Note: From here, you have the option to edit your listings to add an offset capability that allows Jervis Systems to configure automated keyless access for early check-in and late check-out. If you have the same offset capabilities across all listings, you can use the bulk offset tool to apply these settings across your entire portfolio.

5. Navigate to the Devices page and connect your devices by selecting the Import Devices button. From there, select the device provider and follow the prompts to connect your account.

6. Once imported, assign the devices to your listings. You can do this by selecting the Assigned Listings drop-down list and checking the boxes for the listings to which you want it assigned. Once assigned, the status indicator will turn green.

7. In AdvanceCM, your next step will be to set up your guest messaging to deliver the code and access instructions to the guest. This requires inputting a placeholder variable in your message templates to auto-populate the code when the message is sent out to your guests. You can do this by navigating to the Automations section of your account in AdvanceCM.

8. Select Messages.

9. Select the option to Auto Create.

10. Select Messages from the drop-down.

11. On the next screen, select the option for the Smart Device Code Generated automation flow. Then click Next.

12. From there, choose the option to send an email.

13. In this case, the message will be sent to the guest. Select that option.

14. Next, select the option to create a template.

15. From here you can customize your message as you see fit, being sure to include the variable *|INQUIRY:SECURITY_DOOR_CODE|* to populate the PIN code in the email template.

Success! Your Jervis Systems and AdvanceCM accounts are connected, your PIN codes are set up, and your messaging is set up to send automatically to your guests.

If you have any questions or issues in connecting AdvanceCM to your Jervis Systems account, send us a support request via your Jervis Systems dashboard. For additional help guides, you can visit our FAQ page.