Managing bookkeeping, trust accounting, and multiple bank accounts for Short-Term Rental properties can be complex. Clearing integrates with Lodgify to simplify these processes by automatically syncing your property, booking, and financial data.
Once connected, Clearing uses this information to automate reconciliation and bookkeeping workflows, helping property managers streamline their financial operations and reduce manual work.
Steps for integration
Step 1: Initialize the integration from within Clearing
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”.
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.
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.
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.
💡 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!
Need more help?
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.