Managing vendor payments, cleaning fees, and maintenance costs across multiple properties can be time-consuming—and it gets even more complex when you need to charge those expenses back to homeowners. This import tool for Breezeway enables property managers to import paid task data directly into Clearing, categorize it automatically, map it to the correct property, and convert it into reimbursable transactions—all with minimal manual entry once configured.
Breezeway is already a powerful tool for managing cleaning, maintenance, and other operational tasks. But when those tasks involve payments, it can be difficult to track and pass those costs through to property owners—especially when each property and expense type needs to be categorized and allocated correctly.
By pulling data from Breezeway into Clearing, property managers can:
Import Paid Task Payments: Pull cleaning and maintenance tasks paid through Breezeway directly into Clearing.
Map Properties to Assets: Match Breezeway property names to Clearing’s assets so each transaction is assigned correctly.
Map Task Templates to Categories: Assign task templates (e.g., housekeeping, maintenance) to specific financial categories in Clearing.
Convert Tasks to Reimbursable Transactions: Easily generate reimbursable expenses and push them to owner statements.
Automate Accuracy: Eliminate manual data entry and ensure that reimbursable charges are properly categorized and tied to the correct month and property.
🔧 How to Set Up the Breezeway to Clearing Import
Step 1: Connect Your Breezeway Company ID
Log into Clearing and navigate to “Integrations”.
Once there, find “Breezeway”. If you haven’t connected yet, first establish a connection by clicking “Connect” or “Manage Breezeway Integration”.
Here you will enter your Breezeway Company ID (available in your Breezeway settings) then click “Save”.
Step 2: Sync Breezeway Properties to Clearing
In Breezeway: Navigate to your Breezeway “Payments” page and open the Clearing Chrome Extension. Once opened, head to the Breezeway selection and start by clicking “Pull active properties”.
In Clearing: Head back into Clearing and click into the “Manage Breezeway Integration” section from Clearing’s “Integrations” tab. Select the “By Listing” tab.
Here, you’ll see all your active Breezeway property names. For each listing, use the dropdown to map it to the corresponding asset in Clearing.
This ensures that any future imported payments from Breezeway are automatically assigned to the correct property.
Step 3: Map Breezeway Task Templates to Categories
In Breezeway: From the Breezeway tab in the Clearing Chrome Extension, while the Payments page of Breezeway is open in your browser, click “Pull templates”.
In Clearing: From the “Manage Breezeway Integration” section in Clearing’s “Integrations” section, navigate to the “By Template” tab. Each template (e.g., Housekeeping, Inspection, Maintenance) can be mapped to an existing Clearing category or a newly created one.
This categorization ensures that each expense is labeled accurately for your reporting and owner statements.
Step 4: Import Paid Tasks from Breezeway
In Breezeway: Now that the settings have been configured, navigate back into Breezeway, and go back to the Payments page. Once there, open the Clearing Chrome Extension, open the Breezeway tab, and set your preferred date range for the import. Filter the "Status" to “Paid” transactions and click “Get Payment History”.
In Clearing: Navigate to "Transactions" and click “Import Transactions”.
Click “Import from 3rd parties" and select “Breezeway” to see your imported tasks.
All imported tasks will now be seen in the list of “Unconverted payments”.
Since the settings have been applied already, the “Category” and “Asset” will be applied for each of the unconverted payments as shown below. “Description” & “Homeowner” can also fill in.
Please note that you can override anything from the default settings.
These payments now appear in Clearing as potential reimbursable expenses, but will still need to be converted into transactions.
Step 5: Convert to Reimbursable Expenses
Select individual or bulk tasks from the Breezeway import list of "Unconverted payments". Click “Convert selected to reimbursable expenses” to finalize the conversion.
Once converted, Clearing will create a full transaction, complete with amount, asset, category, and reimbursable status. The transaction is now part of your transaction feed and can be included in owner statements for the correct financial period.
NOTE:
Once converted, each reimbursable expense will appear as a full transaction in Clearing, tagged to:
The correct asset (based on property mapping)
The right category (based on task template mapping)
The relevant Clearing account (e.g., “Breezeway”)
Marked as reimbursable
Automatically inserted into the correct statement month
This lets you track vendor payments, cleaning charges, and maintenance tasks with precision and ease.
That’s it!
Congratulations on taking another step toward smarter financial automation!
The Breezeway + Clearing import eliminates manual entry, reduces bookkeeping errors, and ensures reimbursable expenses are recorded accurately and transparently.
By leveraging this import functionality, property managers can reclaim hours of admin time and provide owners with crystal-clear financial statements that reflect the real operational costs.
Our team at Clearing is here to help you get set up and support you every step of the way.
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Clearing is a Financial Technology Company, not a bank.