How to integrate Clearing’s Financial Management Software with Hostify’s Powerful Property Management System
Learn how to integrate Clearing's Financial Management Software with Hostify's Property Management Tools to automate challenging financial operations.
March 14, 2024
Olivia
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The integration of Hostify's advanced property management platform with Clearing's financial management solutions marks a crucial advancement for property managers in the vacation rental industry. This collaboration is designed to automate and streamline financial operations, merging Hostify's operational and property management strengths with Clearing's financial expertise.
The result is a seamless flow of data between the two platforms, enabling automatic synchronization of bookings, property details, and financial transactions. This process not only facilitates efficient bookkeeping and trust accounting but also enhances financial transparency and oversight, simplifying the management of financial tasks without manual intervention.
The goal of the Clearing and Hostify integration is to create an effective integration for financial management automation for Hostify property managers. This article will help you get started today!
Embark on the Journey to Efficient Financial Management by Integrating Hostify with Clearing
Step 1: Initialize the integration from within Clearing
Step 1.1: Already signed up for Clearing? - follow these steps
If you have already signed up for Clearing and can access your dashboard - the first step will be to click your name in the bottom left of the platform and select “Integrations”.
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Step 1.2: Going through onboarding with Clearing? - follow these steps
If you are currently signing up for Clearing and are going through the onboarding steps, you will be brought to a page where you can select your Property Management Software. Choose Hostify here.
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Step 2: Connect to Hostify
Select Hostify from the following list of PMS’ and copy the API key from Hostify’s software.
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Step 3: Confirm your assets from within Clearing
Once the integration has been connected, your properties will pull into Clearing from Hostify automatically. You can always add more as your business grows.
Step 4: Configure your assets from within Clearing
Complete this step by clicking on “Assets & Owners” where you will see all assets pulled into our system. Start by first naming your assets (or leave them the same as how they are named in Hostify which will appear automatically).
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If you want to group properties, for any categorization needs, you can complete that now (this can also be done later).
In general, people tend to group their assets by buildings or cities, but the flexibility of Clearing’s platform allows you to group properties however you desire. If a new group is needed, you can create new groups from this step by clicking the plus sign beside the group column title. There is also no requirement to group your properties - it’s completely up to you!
Step 5: Let’s Get This Show Started! 🤘
Once you have loaded your properties, you have completed the integration setup!Let the automation begin!
Taking a significant step with the Hostify and Clearing integration marks the beginning of enhanced efficiency in your property management operations. This partnership ends manual financial tracking, ushering in an era where financial management is not only simplified but also more effective.
By harnessing the strengths of both platforms, property managers will experience a notable reduction in time spent on financial tasks, gaining both accuracy and valuable insights into their financial operations, transforming challenges into streamlined processes.
Our dedicated support teams at Clearing and Hostify are here to assist you through every step of the integration process, ensuring a smooth transition and setup. As you explore the capabilities of this integrated solution, we're excited for you to discover the unparalleled ease and precision it brings to your financial management tasks.
Stay updated with our knowledge articles and product announcements for more tips on maximizing your property management efficiency with Clearing.
Not yet a client? Sign up now for a free personalized demo!
Clearing is a Financial Technology Company, not a bank. Deposit Accounts are issued by Evolve Bank & Trust, Member FDIC.
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