Integrating Rentalyst With Your Rental Management System

Rentalyst integrates with existing inventory management systems to add customer verification and authorization capabilities without disrupting your current workflow. This guide covers integration with Booqable and similar rental management platforms.

System Roles

Your Inventory System (Booqable, etc.)

• Equipment inventory and availability
• Order management and scheduling
• Invoicing and payments
• Customer database

Rentalyst

• Credit card authorizations
• Customer verification (FastTrack)
• Insurance certificate processing
• Reference checking

Each system handles its specific function while sharing customer data.

How to Set Up the Integration

1. Access Rentalyst Settings → Integrations 2. Select your inventory system (Booqable or Custom API) 3. Enter your API credentials from your inventory system 4. Configure sync settings (which fields to sync, sync frequency) 5. Test the connection using the verification tool 6. Enable automatic sync or manual sync as preferred

Data Synchronization

Customer Information (Two-Way Sync):

• Name, email, phone number
• Company name and billing details
• Verification status from FastTrack
• Custom fields (configurable)

Order Data (One-Way: Inventory System → Rentalyst):

• Order numbers for linking authorizations
• Rental dates and equipment lists
• Order status for automated workflows

Verification Data (One-Way: Rentalyst → Inventory System):

• Credit card authorization status
• FastTrack approval status
• Insurance certificate status
• Reference check results

Workflow Examples

New Customer Order: 1. Customer creates order in your inventory system 2. Order data syncs to Rentalyst 3. Send FastTrack and CC Auth links from Rentalyst (order number pre-filled) 4. Customer completes submissions 5. Verification data syncs back to customer profile in inventory system 6. Process order with complete customer information

Returning Customer: 1. Existing customer creates new order 2. Rentalyst displays previous verification status 3. Send only CC Auth if FastTrack still valid 4. Authorization links to order automatically 5. Order proceeds with verified customer

High-Value Rental: 1. Order triggers automated workflow in Rentalyst 2. System sends CC Auth, FastTrack, and COI request 3. All submissions link to order number 4. Review consolidated verification dashboard 5. Approve or decline with full context

Automated Workflows

Configure automatic triggers based on order data:

Trigger by Order Value:

• Orders over $5,000: Require FastTrack + CC Auth
• Orders over $10,000: Require FastTrack + CC Auth + COI
• Orders under $5,000: CC Auth only for new customers

Trigger by Customer Status:

• New customers: Full verification suite
• Returning customers: CC Auth only
• VIP customers: Streamlined process

Trigger by Equipment Type:

• High-risk equipment: Enhanced verification
• Standard equipment: Standard process

Manual vs. Automatic Sync

Automatic Sync (Recommended):

• Real-time updates between systems
• No manual data entry
• Immediate visibility of verification status
• Configured sync interval (real-time, hourly, daily)

Manual Sync:

• You control when data transfers
• Review changes before syncing
• Useful for testing or unique workflows
• Sync on-demand from dashboard

Maintaining Data Integrity

The integration preserves data in both systems:

• Updates in inventory system sync to Rentalyst
• Verification data from Rentalyst syncs to inventory system
• Neither system overwrites critical data
• Conflict resolution rules configurable
• Audit log tracks all sync operations

Using the Integration Daily

1. View order in inventory system to see customer and equipment details 2. Switch to Rentalyst to send verifications (or use automated workflow) 3. Receive submission notifications via email 4. Review in Rentalyst dashboard with linked order context 5. Return to inventory system to see updated customer status 6. Process order with complete verification

Alternatively, work entirely in Rentalyst and let data sync to your inventory system automatically.

Troubleshooting Sync Issues

Data Not Syncing:

• Check API credentials in settings
• Verify sync is enabled for specific fields
• Review error logs in Integrations dashboard
• Test connection using verification tool

Duplicate Customers:

• Configure customer matching rules (email vs. name)
• Manually merge duplicates in dashboard
• Set primary identifier for future matches

Missing Order Data:

• Verify order webhook is configured in inventory system
• Check that order status triggers sync
• Review field mapping in integration settings