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Documentation Index

Fetch the complete documentation index at: https://docs.pxaccounting.com/llms.txt

Use this file to discover all available pages before exploring further.

PX syncs in three modes: on connect, on demand, and via webhooks.

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On connect

The first sync runs automatically as soon as PX validates your credentials. PX fetches:
  • Account metadata - the OAuth account ID and the admin user.
  • Your full property catalog.
  • A tax / fee / commission catalog (the way it is built depends on the PMS - see the relevant Connect page).
Reservations and per-booking financial data are pulled on demand and via webhooks from then on - they are not bulk-loaded at connect time.

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On user action

These actions hit your PMS in real time:
User actionWhat gets fetched
Properties -> Sync from [PMS]Full listing catalog. Idempotent upsert by PMS ID.
Properties -> Sync owners (when present)Owner records, mapped to properties.
Property detail -> Reservations tabReservations within the selected date filters.
Property detail -> open a reservation folioPer-reservation charges, payments, journal entries (Guesty only).
Tax Configuration -> Refresh from PMSAccount-level and per-listing taxes (Guesty).
PMS Configuration -> Refresh from PMSFees, taxes, commissions catalog (Guesty).
PMS Configuration -> Detect from bookingsCatalog inference from history (OwnerRez).
Audits -> Generate AuditReservations in the audit range plus their dependencies.
Each “on demand” call is rate-limit aware. If your PMS rejects with a 429, PX surfaces a banner with a countdown and the action’s button stays disabled until the cooldown ends.

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Via webhooks

PX subscribes to PMS webhooks so changes propagate without you clicking sync:
  • Guesty - reservation created, reservation changed, listing changed.
  • OwnerRez - booking created, booking changed, payment received, refund issued.
Webhook health is shown on the Integration Status panel under Settings. A red light means PX did not register or failed verification - click Refresh there to retry. If you ever suspect data is stale, click Refresh on the relevant page. Most pages have a refresh button at the top.

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Manual properties

You can also create properties manually from the Properties page (Add Manually). Manual properties have no PMS ID, so:
  • They are never overwritten by a sync.
  • They do not appear in audits - audits read from PMS reservations only.
  • They are useful for tracking off-platform inventory in PX without distorting your PMS data.

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Switching PMSes

PX supports one active PMS per account. Switching requires:
  1. Settings -> PMS Connection -> Delete the existing credentials.
  2. Connect the new provider.
  3. Properties -> Sync from [new PMS].
Historical data tied to the old PMS stays in place. You may see properties from both providers in your list until you remove the old ones manually.