How to integrate Clearing’s Financial Management Software with Lodgify’s Vacation Rental Software
Learn how to integrate Clearing’s financial management software with Lodgify’s vacation rental software for automated bookkeeping and trust accounting.
January 9, 2024
Olivia
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When dealing with Short-Term Rental property management, handling bookkeeping, trust accounting, and managing multiple bank accounts and credit cards can become quite a challenge. Recognizing these difficulties, we're excited to introduce a revolutionary integration designed to make financial management, trust accounting, and bookkeeping a breeze for Lodgify users!
Clearing and Lodgify have seamlessly integrated, providing an automated bookkeeping and trust accounting solution designed for property managers utilizing Lodgify as their vacation rental property management software.
Embark on a smooth journey toward effortless financial management by seamlessly integrating Clearing with Lodgify. This integration is a game-changer for property managers who use Lodgify for property and/or channel management, offering extended access to Clearing's advanced financial management solution. By integrating with Clearing, all essential property information, booking details, and other pertinent financial data seamlessly flow into Clearing. These data points are intelligently tied to rules, driving an automated reconciliation process that ensures accuracy and efficiency in your financial workflows. What's more, Clearing's flexibility allows you to create virtual bank accounts, eliminating the need for multiple accounts and enabling you to establish sub-balances or zero-balance accounts as per your requirements.
Today is your ticket to a future free from the intricacies of bookkeeping, trust accounting, and other financial complexities. Seize this moment to set up the Lodgify integration with Clearing, unlocking a streamlined path to effortless property management.
Integrating Clearing with Lodgify
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 “settings” in the bottom left of the platform and then select “Integrations”.
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Select Lodgify from the following list.
Once Lodgify is selected, you will be prompted to go to your Lodgify account and under “settings” and select Public API. Simply copy and paste the API Key into the form field within Clearing.
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 Lodgify here.
Once Lodgify is selected, you will be prompted to go to your Lodgify account and under “settings” and select Public API. Simply copy and paste the API Key into the form field within Clearing.
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Step 2: Confirm your assets from within Clearing
Once the integration has been connected, your properties will pull into Clearing from Lodgify automatically. You can always add more as your business grows.
Step 3: Configure your assets from within Clearing
Complete this step by first naming your assets (or leave them the same as how they are named in Lodgify which will appear automatically).
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 4: Congrats, that’s it, you’re all connected! 🤘
Once you have loaded your properties, you have completed the integration setup! Time to get started with setting up your automations!
Congratulations on initiating the journey to automate your bookkeeping and simplify trust accounting with Clearing! Wave goodbye to the world of manual bookkeeping as Clearing steps in to shoulder the heavy lifting for you.
Should you encounter any roadblocks along this transformative path, know that our dedicated Clearing support team is at your service, providing not just assistance but a commitment to simplifying the financial management of your property management business.
Stay tuned for upcoming knowledge articles and thrilling product announcements designed to enhance and elevate your financial management operations with Lodgify!
Revolutionize your financial management with Lodgify and Clearing today: Book a demo now!
Clearing is a Financial Technology Company, not a bank. Deposit Accounts are issued by Evolve Bank & Trust, Member FDIC.
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