Skip to main content

How to Import Breezeway Payments into Clearing for Automated Reimbursable Expense Management

Import paid Breezeway tasks into Clearing to create reimbursable transactions and automate expense tracking for owner statement adjustments.

Corey Reid avatar
Written by Corey Reid
Updated over a week ago

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”.

Connect your breezeway Company ID

Once there, find “Breezeway”. If you haven’t connected yet, first establish a connection by clicking “Connect” or “Manage Breezeway Integration”.

Click connect to Breezeway.

Here you will enter your Breezeway Company ID (available in your Breezeway settings) then click “Save”.

Enter Breezeway Company ID.

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”.

Get listings into Clearing for mapping from Breezeway.

In Clearing: Head back into Clearing and click into the “Manage Breezeway Integration” section from Clearing’s “Integrations” tab. Select the “By Listing” tab.

Set up Breezeway property mapping.

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.

Select the Clearing Asset that will tie to the listing name in Breezeway.

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”.

Get templates to Clearing.

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.

Map the template name from Breezeway to the default category in Clearing.

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”.

Import Paid Tasks from Breezeway.

In Clearing: Navigate to "Transactions" and click “Import Transactions”.

Import transactions from third party.

Click “Import from 3rd parties" and select “Breezeway” to see your imported tasks.

Select Breezeway as the third party.

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.

Pull payments from Breezeway fully categorized.

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.

Convert to Reimbursable expenses.

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.

📚 Stay informed with our knowledge base and product updates for more ways to automate STR financial operations.

🚀 Not yet a client? Request your personalized demo and experience the power of integrated operations and finance.

Clearing is a Financial Technology Company, not a bank.

Did this answer your question?