Managing vendor payments, cleaning fees, and maintenance costs across multiple properties gets complicated fast, especially when those costs need to be charged back to homeowners. The Breezeway integration pulls paid task data directly into Clearing, categorizes it automatically, maps it to the correct property, and converts it into reimbursable transactions with minimal manual entry once configured.
By connecting Breezeway to 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 listings to Clearing assets so each transaction lands on the right property.
Map templates to categories: Assign Breezeway task templates to the correct financial category.
Map cleaners and vendors to merchants: Connect Breezeway vendor names to Clearing merchants for accurate attribution.
Automate accuracy: Eliminate manual data entry and keep reimbursable charges tied to the correct month and property.
🔧 How to Set Up the Breezeway to Clearing Import
Step 1: Connect Your Breezeway Company ID
In Clearing, go to Settings → Integrations → Task Management and find Breezeway. Click Manage Breezeway Integration to open the setup instructions.
You'll pull your Breezeway data using the Clearing Chrome extension, so make sure it's installed and up to date. From Clearing, go to Settings → Integrations → Task Management → Breezeway, enter your Breezeway Company ID (found in your Breezeway settings, or from Breezeway support), and click Save.
Step 2: Pull Your Listings and Templates
Before mapping anything, do an initial pull of your Breezeway data so Clearing has it to map against. Open the Clearing Chrome extension inside Breezeway. You'll see five tabs: Payments, Tasks, Listings, Templates, and Labor Tasks.
Start with Listings and Templates. Pulling these first ensures your Breezeway settings are ready before you bring in tasks.
Step 3: Configure Your Breezeway Settings
In Clearing, go to Settings → Integrations → Breezeway → Manage Breezeway → Breezeway Settings. This is where you'll set your defaults before mapping.
Default accounts: Choose a default category for supplies and other costs on Breezeway tasks, and select a default journal account to associate with expense transactions created from tasks. We recommend creating a dedicated Breezeway journal account under Accounts → Journal Accounts to keep these entries organized.
Default category: Select a fallback category to apply to any payment or task that doesn't already have one. For example, if most of your Breezeway tasks are maintenance-related, set Maintenance as the default.
Reimbursable settings: By default, expenses converted from Breezeway charges are marked reimbursable. Check the override box to prevent that.
⚠️ WARNING:
Whether to override reimbursable status depends on which account pays for these expenses:
Paying out of your operating account? Leave reimbursable checked (default).
Paying out of your trust account? Check the override box so charges aren't automatically marked reimbursable.
Not paying a vendor directly, but still want the owner charged? Leave as reimbursable.
Description settings: Choose what gets pulled into the expense description in Clearing:
Only the task memo (non-supply item descriptions)
Only the Breezeway report link
Both the task memo and the report link
Only the Breezeway task description field
There's also a separate checkbox to add the Breezeway task ID to the transaction memo, on top of whichever option above you choose.
Supply description settings: Choose whether the list of supplies is included in the expense description:
Don't include the list of supplies
Include it only when converting supply costs
Include it only when converting aggregated task amounts (supply and non-supply costs combined)
Include it in both cases above
Screenshot of all Breezeway Mapping Settings:
Step 4: Map Listings to Assets
Select the Listings tab in your Breezeway mapping settings. You'll see each Breezeway listing and its status. Use the dropdown to map each one to the corresponding asset in Clearing.
This ensures future imported payments are automatically assigned to the correct property.
Step 5: Map Task Templates to Categories
Select the Templates tab. Each template (e.g., Arrival Clean, Inspection, Preventative Maintenance) can be mapped to an existing Clearing category or a new one, for example mapping an "Arrival Clean" template to a Cleaning category.
Once mapped, any task pulled in with that template automatically gets the right category, no manual entry needed.
Step 6: Map Cleaners & Vendors to Merchants
Select the Cleaners & Vendors tab to match Breezeway vendor names to the corresponding merchant in Clearing. This keeps vendor payments correctly attributed whether you're paying out of Breezeway or converting a task into a payable and paying the vendor from Clearing.
Step 7: Filter Tasks by Tag (Optional)
Select the Tags tab to see your Breezeway tags. Choose one or multiple tags to control which tasks get imported.
⚠️ WARNING:
Selecting multiple tags is an OR condition, not AND. A task only needs to match one selected tag to be included. If no tags are selected, all paid tasks import regardless of tag.
Step 8: Import Tasks from Breezeway
Once your settings and mappings are in place, pull data using the Chrome extension button that matches what you need: Payments, Tasks, or Labor Tasks.
In Clearing, go to Transactions → Import Transactions → Import from Third Party → Breezeway. You'll see five import options:
Breezeway payments
Breezeway tasks, non-supply costs (labor or material costs)
Breezeway tasks, supply costs
Breezeway tasks, aggregate costs (supply and non-supply combined)
Breezeway task rate paid (for tasks with a set rate paid to a cleaner or vendor)
Choose one or multiple, depending on how you use tasks in Breezeway.
Synced items appear under the Unconverted tab for the date range you pulled. Select the ones you want and click Convert Selected to Reimbursable Expenses. This creates a transaction in Clearing that shows on the owner statement or as a payable, depending on your setup, and moves to the Converted tab.
💡 TIP:
Complete your mapping and settings first. With mapping done, category, asset, and merchant populate automatically on conversion. Skip it, and you'll only get date, amount, and description, leaving you to fill in category, asset, homeowner, and merchant by hand for every task.
NOTE:
Once converted, each reimbursable expense appears 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")
Reimbursable status, per your settings
The correct statement month
That's it! The Breezeway integration eliminates manual entry, reduces bookkeeping errors, and keeps reimbursable expenses accurate and transparent, giving owners financial statements that reflect real operational costs.
📚 Stay informed with our knowledge base and product updates for more ways to automate STR financial operations.
We hope you got the Clearing help you needed! If not, reach out to a human via that little chat box on the bottom right corner of your screen. We're always here for you and your Clearing needs.
Clearing is a Financial Technology Company, not a bank.