How to integrate Clearing’s Financial Management Software with FantasticStay’s Proprietary Channel Management Software

Learn how to effortlessly integrate Clearing's Financial Management Software with FantasticStay's Property Management Tools for optimized financial operations.

May 23, 2024


How to integrate Clearing’s Financial Management Software with FantasticStay’s Proprietary Channel Management Software

Navigating the complexities of financial management in the property industry requires a sophisticated approach. That's why the integration of Clearing's financial management software with FantasticStay’s comprehensive property management tools is such a pivotal development for property managers.

Clearing and FantasticStay have collaborated to create a seamless integration, designed to automate and simplify financial tasks for Short-Term Rental property managers. This partnership enables a streamlined flow of financial data, ensuring efficient bookkeeping, trust accounting, and overall financial management without the hassle of manual intervention.

With this integration, users can enjoy automatic synchronization of property information, booking details, and financial transactions from FantasticStay to Clearing. This facilitates automated reconciliation processes, simplifies expense tracking, and enhances financial transparency, allowing for better financial oversight and control.

Embark on the Journey to Financial Automation by Integrating FantasticStay with Clearing

Step 1: Initialize the integration from within Clearing

Step 1.1: 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”.

Step 1.2: 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 FantasticStay here.

Step 2: Connect to FantasticStay

Select FantasticStay from the following list of PMS’ and copy the API key from FantasticStay’s software.

Step 3: Confirm your assets from within Clearing

Once the integration has been connected, your properties will pull into Clearing from FantasticStay automatically. You can always add more as your business grows.

Step 4: 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 FantasticStay 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 5: Let’s Get This Show Started! 🤘

Once you have loaded your properties, you have completed the integration setup!Let the automation begin!

Congratulations on taking a significant step towards optimizing your property management business! The integration between Clearing and FantasticStay not only signifies the end of manual financial tracking but also opens the door to a new level of efficiency and effectiveness in managing your rentals.

Imagine transforming your financial management tasks from burdensome to effortless. With Clearing and FantasticStay, that vision becomes a reality. By leveraging the strengths of both platforms, property managers can not only save time but also gain accuracy and insights into their financial operations.

Our dedicated support teams at Clearing and FantasticStay are here to assist you through every step of the integration process, ensuring a smooth transition and setup. As you explore the capabilities of this integrated solution, we're excited for you to discover the unparalleled ease and precision it brings to your financial management tasks.

Stay updated with our knowledge articles and product announcements for more tips on maximizing your property management efficiency with Clearing.

Not yet a client? Sign up now for a free personalized demo!

Clearing is a Financial Technology Company, not a bank. Deposit Accounts are issued by Evolve Bank & Trust, Member FDIC.

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