Switching Between PMS Providers

October 10, 2025 128 views Barry Murphy

The PMS Switch tool helps you migrate from one Property Management System to another while preserving your guidebook content. This 3-step wizard renames old properties, maps your guides to new properties, and cleans up old data safely.

integrations

🧭 PMS Switch Tool Overview

When switching from one Property Management System (PMS) to another, you can safely import new property data without losing your existing guidebooks. The PMS Switch Tool makes this process simple and secure.

🔧 What This Tool Does

The PMS Switch feature allows you to:

Preserve existing guidebook content during a PMS migration
Map guides from your old properties to newly imported ones
Clean up outdated property data after migration
Maintain full control over which guides are mapped to which properties

📅 When to Use This Tool

Use the PMS Switch tool when you are:

Migrating from one PMS provider to another (e.g., OwnerRez → Hospitable)
Changing your property management system integration
Re-importing all properties with fresh data

🪜 How to Use the PMS Switch Tool

Navigate to Profile → Switching PMS to access the tool.

Step 1 – Prepare for Switch

What happens in this step:

All your current properties are renamed to TOBEDELETED_[original name]
PMS integration settings are cleared
All reservations are deleted
Your API connection resets
Guidebook content remains intact for mapping in Step 2

Important: After completing Step 1, reconnect to your new PMS provider and import your properties using the new integration.

Step 1, Go to Profile, then Switch PMS

Step 2 - Click Prepare Properties to rename existing properties

Step 3- All properties are now renamed

At this point you want to connect your new PMS.

Step 4 - Connect to your new PMS

Step 2 – Map Your Guides

What happens in this step:

You’ll see a list of your old properties (prefixed with TOBEDELETED_) alongside your newly imported ones
Each old property displays how many guides are attached
Choose which new property should receive those guides
Click Map Guides to transfer the guidebook content

Step 5 - Map your old properties to new properties

Tips:

Map properties one at a time for accuracy
Property names may differ between PMS providers—review carefully
Once guides are mapped, they’ll appear under the new property

Step 3 – Clean Up Old Properties

What happens in this step:

Review the list of old properties still marked as TOBEDELETED_
Check how many unmapped guides remain
Click Delete All Old Properties to remove all TOBEDELETED_ entries and any remaining unmapped guides

⚠️ Warning: This action is permanent. Confirm all important guides are mapped before proceeding.

Step 6 - Click step 3, and cleanup to delete old properties

📝 Important Notes

Complete steps in order — do not skip any
Back up important data if needed
Always finish mapping before deleting old properties
Running Step 1 multiple times won’t duplicate the TOBEDELETED_ prefix
The process is designed to be safe but double-check guide mappings before confirming

💬 Need Help?

If you encounter any issues during the PMS switch process, contact Support before proceeding to Step 3.
Once old properties are deleted, they cannot be recovered.