For
Workspace owners and admins.
Before you start
You need access to the booking account and lock account you plan to connect. A connection may need to be provisioned for your workspace.
Steps
Open Connections & setup
From Portfolio or the account menu, choose Connections & setup. Only an owner or admin can open this area.
Choose the accounts for this setup
If more than one booking or lock connection is available, choose the exact pair. Setup progress and actions stay with those selected accounts.
Connect your accounts
For Uplisting, continue to the provider, return to the Finish connection page, and choose Finish Uplisting connection. For Seam, return here and choose Check authorization.
Import the items you use
Choose Import properties for Uplisting and Choose locks for Seam. Select only the properties and locks you want to manage.
Map locks to entrances
Open Portfolio and choose Set up properties & codes. Assign each lock to its property as a Primary or Shared entrance, review the changes, then save.
Check your workspace
In Guided setup, choose Preview current bookings. This review is simulation-only; completing setup does not enable live lock updates.
What to expect
Imported locks appear in Portfolio and Operations with their saved property connections. A lock can remain Standalone / unassigned if you are not ready to map it.
If something does not look right
If an account cannot be connected, ask your workspace owner or contact support. If connection choices or an import change, reload Connections & setup and confirm the selected accounts before continuing.