Managing bookkeeping, trust accounting, and multiple bank accounts for Short-Term Rental properties can be challenging. Clearing integrates with Uplisting to automatically sync your property, booking, and financial data, helping streamline bookkeeping and financial management.
Once connected, Clearing automates reconciliation and supports workflows such as owner statements, expense allocation, payments, and trust accounting, reducing manual work and improving accuracy.
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 your name in the bottom left of the platform and select “Integrations”.
Select Uplisting from the following list.
You will now need to provide your “Uplisting API Key” which you can find under “Connect” on the bottom left corner of your Uplisting account dashboard. Open the “Sync Data from Uplisting” option to reveal your key. Once provided, click the “Connect” button 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 Uplisting here.
You will now need to provide your “Uplisting API Key” which you can find under “Connect” on the bottom left corner of your Uplisting account dashboard. Open the “Sync Data from Uplisting” option to reveal your key. Once provided, click the “Connect” button within Clearing.
Step 2: Confirm your assets from within Clearing
Once the integration has been connected, your properties will pull into Clearing automatically and 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 Uplisting 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: Auto-Pilot Commence! 🤘
Once you have loaded your properties, you have completed the integration setup! Congratulations - let the automation begin!
Congratulations on taking the first step towards automating your bookkeeping and simplifying your trust accounting with Clearing! Get ready to leave manual bookkeeping behind and let Clearing handle the heavy lifting for you.
💡 Next, dive into the platform and start exploring your properties, rules, and account structure. You're about to unlock a world of streamlined financial operations.
Stay tuned for more knowledge articles and exciting product announcements that will further enhance your financial management operations with Uplisting!
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.