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Plative Connection

Connect Plative to Ventrata to send bookings and customer data into the Salesforce and NetSuite systems Plative implements for you.

Plative

 

Plative is a New York consultancy and Salesforce and NetSuite implementation partner, building AI agents and unified data layers across CRM, ERP and data platforms for clients that include private-equity-backed portfolio companies. Its sector focus spans financial services, manufacturing, education, nonprofit, business services and energy rather than travel, so it reaches operators as a systems and CRM advisory resource, not a demand source.

 

Connecting Plative to Ventrata delivers bookings, changes and cancellations and customer data into the Salesforce and NetSuite systems Plative implements, without re-keying.

 

To learn more about Plative, visit plative.com.

 

📒 NOTE

This connection is coming soon. It's in development. If you'd like to use it, contact our Technical Support or your Ventrata Customer Success Manager.

 

Primary website

Tags

Technology Provider · AI Agents · Loyalty & CRM

Developed by

Plative (using Ventrata's OCTO API)

 

Plative is a service partner for Ventrata clients. Services they offer include:

  • Salesforce implementation – sets up and customises Salesforce.

  • NetSuite implementation – sets up and customises NetSuite.

  • AI agents – builds AI agents on your data.

  • Unified data layers – joins CRM, ERP and data platforms.

 

Their app connection links your Ventrata account with Plative so it can feed booking and guest records into your CRM, ERP and AI workflows. Features of this connection include:

  • Reads your bookings – including changes and cancellations, with customer data.

  • Feeds them into Salesforce and NetSuite – and into CRM, ERP and AI workflows.

  • Reads your products and availability – for the products enabled on the connection.

 

‼️ IMPORTANT

Plative will process your guests' personal data. Review your privacy policy and terms before connecting.

 

Working with Plative

  1. Get in touch with Plative through plative.com.

  2. Agree the scope and pricing directly with them.

  3. Give them access if needed. See below.

 

Creating the Plative Connection

🔐 Required Role Permissions: See Connections, Modify Connections, See Connection Key

Before you begin:

  • You need an agreement with Plative to use their services.

 

  1. In Ventrata Dashboard, go to Connections → Connections, click + New Connection, and select Plative from the list of partners.

  2. (Optional) You can also set the connection Name of your choosing, which may be helpful if you plan to have multiple Plative connections and would like to differentiate between them more easily in the future.

  3. Press the Create Octo Connection button.

 

 

 

 

📗 TIP

If needed, you can also allow or disallow products or destinations on the connection level to limit what Plative can access.

 

Sharing Access with Plative

Securely share the OCTO API key shown on the connection you've created with your Plative contact so they can complete the setup on their side.

 

Your Ventrata configuration is complete. You can revoke access at any time by deactivating the connection.

 

 

Sharing Dashboard access. If Plative also needs the Dashboard, create a Ventrata user for them with a role that has only the permissions they need (see How to Set Up Roles), and remove it when you stop working with them.

 

Managing the Plative Connection

  • Revoke access by deactivating the connection.

  • Allow or disallow products: limit which destinations, products and options Plative can access. See how to allow or disallow products.

  • Rename the connection to tell several Plative connections apart.

 

Connection Features Detailed

This section is for anyone who wants to know exactly how the Plative connection works: what Plative does with your Ventrata data, and which Ventrata OCTO API calls it makes.

 

Reads products and availability

✅

Reads the products and availability enabled on the connection.

Only products enabled on the connection are visible.

You can limit this with allow and disallow settings.

 

What this means for you: The partner only sees the products you allow.

Reads bookings

✅

Retrieves bookings, updates and cancellations for those products.

Covers new bookings, changes and cancellations.

 

What this means for you: The partner can see what is booked for the work it does for you.

✅ supported

 

FAQs

Plative can't see some of my products.

Check which destinations, products and options are allowed on the connection, and confirm that your products and options are enabled for sale on the Direct API source. If the issue persists, contact our Technical Support.

 

 

Partner Information

Plative

 

Ventrata Partner ID: 556e8264-09ec-409b-966a-a4807e0f49db

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