Connect Cloudbeds to InnSight AI

01What the integration does

InnSight AI is a revenue intelligence platform for hotels. The Cloudbeds integration connects your Cloudbeds property to your InnSight AI workspace so your on-the-books business, pickup, segmentation and selling rates appear next to your market data without anyone exporting spreadsheets.

The connection is read-only. InnSight AI reads from Cloudbeds; it never changes rates, availability, restrictions or reservations in your Cloudbeds account. Pricing recommendations stay in InnSight AI for your team to review and load the way you do today.

What you see in InnSight AI after connecting

• Daily Glance: rooms sold, occupancy, ADR and revenue on the books for each future date, including how it compares with the same date last year.
• On the Books & Pickup: how many rooms were picked up since yesterday, last week and last month for every stay date.
• Segmentation: production by booking source (Booking.com, Expedia, Agoda, direct website, walk-in, phone, groups and so on) so you can see which channels drive each date.
• Rates: your current selling rate by room type and rate plan, side by side with your competitive set.
• History: up to 24 months of past reservations are loaded so year-over-year pace and pricing comparisons work from the first week.

02Before you start

• An active InnSight AI workspace with your hotel set up (see Sign up).
• A Cloudbeds user with permission to install apps and approve API access for the property. This is usually the property owner or general manager login.
• About five minutes. The first full load of history runs in the background afterwards.

03Sign up for InnSight AI

1. Go to innsightai.org and choose Schedule a Demo, or email info@innsightai.org with your hotel name and city.
2. We set up your workspace, add your hotel and send you an invitation to portal.innsightai.org.
3. Sign in with the username and password from your invitation, or with your Microsoft or Google work account.
4. Walk through the short setup: confirm your hotel details, room count and competitive set. You can change these later under Settings.

04Connect Cloudbeds for the first time

You can start the connection from InnSight AI or from the Cloudbeds Marketplace. Both paths end in the same place.

Option A: start from InnSight AI (recommended)

1. Sign in at portal.innsightai.org and select the hotel you want to connect in the hotel picker at the top of the page.
2. Open Settings and choose Integrations.
3. Select Connect to Cloudbeds. You will be taken to Cloudbeds.
4. Sign in to Cloudbeds if asked, pick the property and select Approve to grant InnSight AI read access.
5. Cloudbeds returns you to InnSight AI. The property now appears in the Cloudbeds properties panel with a green enabled badge.

Option B: start from the Cloudbeds Marketplace

1. In Cloudbeds, open Manage → Apps & Marketplace, search for InnSight AI and choose Connect.
2. Approve the access request.
3. Sign in to portal.innsightai.org, open Settings → Integrations. The property shows as Needs linking.
4. Select Link to [your hotel code] so the Cloudbeds property is attached to the correct hotel in InnSight AI.

05What happens after you connect

• Within minutes: room types, booking sources, the next 365 days of selling rates and all current and future reservations are loaded. Daily Glance and Rates start showing live figures.
• Over the first day: past reservations are loaded three months at a time, working back up to 24 months. The Cloudbeds panel shows how far back history has been loaded.
• Every morning: a full refresh runs at 5:00 AM Central after your night audit, so pickup and pace figures are ready when your team arrives.
• All day: new, changed and cancelled reservations are picked up as they happen.
• Anytime: choose Sync now in the Cloudbeds panel to refresh immediately. The panel also shows the time of the last successful refresh.

06Data InnSight AI reads

What InnSight AI does not read or store

• Guest names, email addresses, phone numbers, addresses or ID documents
• Payment card details or payment records
• Guest notes, housekeeping notes or messages

Reservation figures are stored by date and booking source only, which is all InnSight AI needs to measure performance. Each hotel's data is kept separate from every other hotel on the platform, including hotels under the same ownership. See our Privacy Policy for details.

07Hotel groups with several properties

If your Cloudbeds account manages several properties, approve access once and every property you are allowed to share appears in InnSight AI as Needs linking. Link each one to its matching hotel. Properties are never combined: each hotel keeps its own figures, its own users and its own competitive set.

08Limitations

• Read-only. InnSight AI does not write rates, restrictions, availability or reservations back to Cloudbeds.
• Historical reservations load back a maximum of 24 months from the connection date.
• Revenue is room revenue before tax. Where a booking source carries tax-inclusive rates, the tax is removed so every channel is compared on the same basis.
• Rates are read for the next 365 days.
• Figures refresh every morning and as reservations change; they are not a second-by-second mirror of Cloudbeds.

09Disconnect the integration

From InnSight AI

1. Sign in at portal.innsightai.org, open Settings → Integrations.
2. In the Cloudbeds properties panel, choose Disconnect next to the property and confirm.

InnSight AI immediately tells Cloudbeds the app is disabled, deletes the stored access credential and stops all reading. Data already loaded into your workspace stays there so your history and reports keep working; email info@innsightai.org if you would like it removed as well.

From Cloudbeds

You can also remove the app inside Cloudbeds. Follow the Cloudbeds guide Disconnect an app from myfrontdesk. Cloudbeds notifies InnSight AI, the stored credential is removed and the property shows as disabled in your Integrations panel.

To reconnect later, repeat the steps in Connect Cloudbeds for the first time.

10Get support

InnSight AI, Inc.
Houston, Texas
Email: info@innsightai.org
Phone: 832-410-5131 (Monday to Friday, 8 AM to 6 PM Central)

Please include your hotel name and the Cloudbeds property name. For questions about your Cloudbeds account itself, contact Cloudbeds Support.

11Frequently asked questions

Will InnSight AI change anything in my Cloudbeds account?

No. The connection is read-only. Rate recommendations are shown in InnSight AI for your team to act on.

My property shows “Needs linking”. What does that mean?

Cloudbeds approved the connection but the property is not yet attached to a hotel in InnSight AI. Select the hotel in the picker, open Settings → Integrations and choose Link to [hotel code].

My property shows “pending”.

Your request was received before InnSight AI's Cloudbeds credentials were activated for your property. No action is needed; we will finish the connection and email you.

The figures look different from my Cloudbeds dashboard.

InnSight AI shows room revenue before tax and counts only confirmed, checked-in and checked-out stays. Cancelled and no-show reservations are excluded. Rooms out of order are removed from sellable inventory, which can change occupancy slightly.

How quickly do new bookings appear?

Usually within a minute of the change in Cloudbeds. A full refresh also runs every morning. Choose Sync now at any time.

Does InnSight AI store guest information?

No. Guest names, contact details and payment information are never read or stored.