Setup Wizard
The 5-step setup wizard guides you through configuring your data source:
Step 1: Connection
Enter your API base URL and authentication credentials.
- • Base URL (HTTPS required)
- • Authentication type (API Key, Bearer Token, Basic Auth, OAuth2)
- • Credentials based on auth type
Step 2: Test Connection
Verify your credentials work before proceeding.
- • Automatic connection test
- • Shows response time and status
- • Displays any error messages
Step 3: Endpoints
Configure the API paths for tenant and property data.
- • Tenants endpoint path (e.g., /tenants)
- • Tenants ID field name (e.g., tenant_id)
- • Properties endpoint path (e.g., /properties)
- • Properties ID field name (e.g., property_id)
Step 4: Field Mapping
Map your API fields to Staffify's data model.
- • Fetch sample data to detect available fields
- • Map API fields to tenant properties (name, phone, email, etc.)
- • Map API fields to property attributes (address, beds, rent, etc.)
Step 5: Sync Settings
Configure how and when data syncs.
- • Sync frequency (Manual, Hourly, Daily, Weekly)
- • Two-way sync option (push changes back to PMS)