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Integrations bring outside data into Trellis so your team can work from one place. Some integrations can also push updates from Trellis back to the other tool.

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What integrations help with

Properties and reservations

Bring listings, bookings, guests, owners, and stay details into Trellis.

Messages

Read and reply to supported guest, owner, and vendor conversations from Inbox.

Tasks and field work

Keep cleaning, maintenance, inspection, comments, photos, and assignments aligned.

Finance and spend

Let the AI Agent read approved finance details, such as card spend or property reports.

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Before you connect

  • Make sure you are an admin in Trellis.
  • Make sure you have permission to connect the outside account.
  • Keep passwords, secrets, and connection keys out of tickets, chat messages, and screenshots.
  • Decide which tool wins when data disagrees. For example, use your PMS for reservations and Trellis for tasks.

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Connect an integration

1

Open Settings

Go to Settings > Integrations.
2

Choose the tool

Select the integration you want to connect.
3

Add connection details

Enter the account details or connection keys requested on the screen.
4

Test and connect

Use Test connection when available, then connect the integration.
5

Check the first import

Review Properties, Inbox, Tasks, Reviews, or Accounting depending on what the integration supports.

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How to check it worked

Use the same four-part check for every integration:
  1. What comes in: confirm one expected property, reservation, message, task, or finance record appears in Trellis.
  2. What can go back: read the provider page before testing a reply or change. Do not assume every field is two-way.
  3. How to refresh: use the connection’s documented automatic, scheduled, or manual refresh method.
  4. Latest known change: make one safe change in the source system, refresh as documented, and confirm that exact change appears in Trellis.
Do not repeat an outbound action when the first result is unknown.

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Common problems

Check that the connection details were copied correctly, the outside account is active, and your account has permission to connect it.
Run a manual sync if the integration offers one. Also check whether the missing record is active in the connected tool.
Confirm that the original channel supports replies through the integration and that the connection is still active.
Check their role in Settings > Permissions. Integration setup is usually limited to admins.

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Available integration guides

Guesty

Hostaway

Krossbooking

Breezeway

Calry

Ramp