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Portal-Cloudbeds

Portal guide to connect Cloudbeds

Written by QA
Updated over 2 months ago

Overview

Cloudbeds can be connected to Portal using secure login (OAuth).
Once connected, reservations and rooms (spaces) sync automatically, and Doorcodes can be sent back to Cloudbeds as Custom Fields.

This guide explains:

  • How to connect Cloudbeds

  • How reservations and rooms sync

  • How Doorcodes are sent and updated

  • Troubleshooting common issues


Before You Start

Make sure:

  • You have access to Portal → Apps

  • You have a Cloudbeds account with permission to authorise third-party apps

  • Doors are created and mapped correctly (for Doorcode sync)


1. Connect Cloudbeds to Portal

Step 1: Open the Apps Page

  1. Log in to Portal.

  2. Go to Apps.

  3. Select Cloudbeds.


Step 2: Connect

  1. Click Connect to Cloudbeds.

  2. You will be redirected to Cloudbeds.

  3. Enter your Cloudbeds login details.

  4. Click Allow / Authorise.


Step 3: Confirm Connection

After authorising:

  • You are redirected back to Portal.

  • Status changes to Connected / Active.

No API token is required.


Disconnect Cloudbeds

  1. Go to Apps → Cloudbeds.

  2. Click Disconnect.

  3. Confirm.

Portal will stop syncing immediately.


2. What Syncs from Cloudbeds to Portal

Reservations (Keys)

Portal automatically imports:

  • Current reservations

  • Upcoming reservations

  • Status (Confirmed, Checked-in, Checked-out, Cancelled)

  • Check-in/check-out dates

  • Reference number

  • Guest information

Changes in Cloudbeds (room/date/status) appear in Portal after refresh.


Spaces (Rooms)

Import Rooms

If Doors are empty:

  1. Go to Doors.

  2. Click Import from PMS.

  3. Rooms are imported and mapped from Cloudbeds.

After successful import:

  • The Import button is hidden.

  • Mapping becomes visible in the Door’s Mapping tab.

If all doors are deleted:

  • The Import from PMS button appears again.


3. Sending Doorcodes to Cloudbeds (Custom Fields)

Portal automatically sends Doorcodes to Cloudbeds as a Custom Field.
Before that, you should make sure that sending Doorcode to PMS toggle is on via Portal Customization.

When Doorcodes Are Sent

Doorcodes sync when:

  • A Key is created

  • The Doorcode changes

  • The room assignment changes

  • A guest is added or removed


Doorcode Format in Cloudbeds

The Custom Field follows this exact format:

Guest Name - Room Name - Doorcode: XXXX

For multi-room reservations:

Example

John Smith - Room 101 - Doorcode: 1234|John Smith - Room 102 - Doorcode: 5678


Guest Name Update Rule

If only the guest name changes:

  • The update is applied on the next Doorcode change.


4. Common Tasks

Change a Reservation in Cloudbeds

→ Refresh Portal
→ Updates appear automatically

Cancel a Reservation

→ Reservation shows as Cancelled in Portal

Rebuild Doors

→ Delete Doors
→ Click Import from PMS


5. Edge Cases & Errors

Wrong Cloudbeds Credentials

Portal remains Disconnected.
Reconnect using correct login details.


Authorisation Denied

If you click Deny in Cloudbeds:

  • Portal cannot connect.

  • Click Connect again and Authorise.


Access Revoked Later

If you revoke Portal access in Cloudbeds:

  • Portal eventually shows Broken / Disconnected.

Fix:
Apps → Cloudbeds → Connect → Re-authorise.


6. Troubleshooting

Reservations not appearing

  • Refresh Portal

  • Confirm correct Cloudbeds property was authorised

  • Confirm integration shows Connected


Reservation updated but not reflected

  • Refresh the page

  • Confirm integration status is Active


Doorcodes not visible in Cloudbeds

  • Confirm Doorcode was generated

  • Confirm room mapping is correct

  • Confirm Cloudbeds Custom Field is configured properly


Permissions & Access

Role

Can Connect

Can Send Doorcodes

Owner

Yes

Yes

General Manager

Yes

Yes

Team

No

Yes (via Key creation)

Installer

No

No

Housekeeping

No

No


FAQs

Do I need an API token?
No. Portal uses secure Cloudbeds login (OAuth).

How fast do updates appear?
Near real-time. Refresh after a few seconds.

Can I disconnect completely?
Yes. Disconnect in Portal or revoke access in Cloudbeds.

If I delete a reservation in Cloudbeds, does it delete in Portal?

No, deleting a reservation in Cloudbeds does not reflect in Portal; instead, the keys get revoked.

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