Reservation & Table ManagementPurpose
1.2. Consolidate information from reservation systems to BI dashboards, CRM, or marketing tools for performance analysis, trend spotting, and targeted campaigns.
1.3. Eliminate manual data exports, save staff time, and ensure analytics operate on live or recent data.
Trigger Conditions
2.2. Scheduled interval export (e.g., every hour, daily at midnight).
2.3. Manual staff initiation via interface or mobile device.
Platform variants
3.1. OpenTable
• API: Retrieve Reservations API – configure to fetch all new or updated reservations.
• Webhook: Set webhook URL to push reservation events.
3.2. Resy
• API: Resy Export endpoint – fetch or stream reservation records.
• Webhook: Configure endpoint for event-based export.
3.3. Toast POS
• API: Toast Orders & Guest Data API – call endpoint to get reservations data.
• Scheduled Export: Configure periodic exported CSV/JSON file.
3.4. Square
• API: Bookings API – poll for or receive notifications of new reservations.
• Data Export: Enable automated reservation reports.
3.5. SevenRooms
• API: GET Reservations endpoint – configure custom queries for reservation data.
• Webhook: Enable webhook for reservation changes.
3.6. Google Sheets
• Feature: Sheets API – append new reservation rows as they occur.
• Scheduled Sync: Periodically push latest data to Sheet.
3.7. Microsoft Excel Online
• API: Excel Graph API – update workbook with new reservation data.
• Flow: Use Excel’s cloud connector for data sync.
3.8. Salesforce
• API: Custom Object sync – push reservation as custom object record.
• Data Loader: Schedule data import from source system.
3.9. HubSpot
• API: Custom properties – send reservation info as timeline events.
• Workflow: Trigger CRM workflow on new reservation.
3.10. Tableau
• API: REST API – publish data extracts after reservation batch export.
• Connector: Use Tableau Data Connector for direct sync.
3.11. Power BI
• API: Push dataset API – send reservation dataset to Power BI workspace.
• Scheduled Refresh: Refresh report from exported source.
3.12. Google Data Studio
• Connector: Use Google Sheets, Database, or custom connector for reservation source.
• Data Sync: Schedule pull from upstream data source.
3.13. Airtable
• API: Create Record – insert reservation as new Airtable row.
• Sync: Configure regular API sync.
3.14. Zoho Analytics
• API: Data Import API – push exported reservation data into Zoho table.
• Integration: Schedule data sync with POS or reservation app.
3.15. Amazon Redshift
• API: COPY command – upload exported files into reservation analytics table.
• Lambda: Use scheduled Lambda to automate ingest.
3.16. PostgreSQL
• Direct Connection: Automated script inserts/updates reservation rows.
• Webhook: POST reservation data into write endpoint.
3.17. Slack
• API: Incoming Webhook – send summary/message to analytics channel upon export.
• Integration: Notify team of export completion.
3.18. Trello
• API: Create Card – create new card for each reservation in analytics board.
• Automation: Label or move card based on status.
3.19. Monday.com
• API: Item creation – create board item for each reservation export.
• Sync: Custom integration for batch upload.
3.20. Dropbox
• API: File Upload – store periodic reservation exports as CSV/JSON.
• File Sync: Scheduled file push to cloud folder.
3.21. Google Drive
• API: Upload – auto-save exported reservation data files to Drive.
• Folder: Organize by date/time for easy retrieval.
3.22. Mailchimp
• API: Add Contact & Tags – funnel reservation lead data into target lists.
• Automation: Trigger campaign on reservation event.
3.23. Zoho CRM
• API: Add or update lead/contact – submit reservation info to CRM pipeline.
• Workflow: Set triggers based on reservation source/type.
Benefits
4.2. Instant access to analytics-ready data for operational improvement.
4.3. Enables targeted customer engagement and satisfaction tracking.
4.4. Ensures consistency and accuracy by automating data flows across platforms.
4.5. Scalable process for high reservation volumes or multiple locations.