Integrations Guide

# Integrations Guide Connect RecSystems with trusted third-party services to enhance your rental business capabilities. From payment processing to digital waivers, these integrations streamline your operations. ## 🎯 What You'll Learn - Set up Stripe for payment processing - Configure SmartWaiver for digital waivers - Enable Google Analytics for website tracking - Manage integration settings - Troubleshoot connection issues ## 📋 Available Integrations ### [💳 Stripe Payments](stripe-payments.md) Process payments securely with Stripe: - Connect your Stripe account - Configure payment settings - Handle test vs. live modes - Process refunds - View transaction details - PCI compliance handled ### [📝 SmartWaiver](smartwaiver.md) Digital waiver management: - Connect SmartWaiver account - Link waiver templates to fleets - Auto-attach signed waivers to bookings - Track waiver completion status - Access signed documents - Compliance tracking ### [📊 Google Analytics](google-analytics.md) Track your booking website performance: - Add tracking ID to your account - Monitor visitor behavior - Track conversion rates - Understand traffic sources - Measure booking funnel - Custom event tracking ## 🚀 Quick Setup **Integration Priority:** 1. **Stripe** - Essential for payment processing 2. **SmartWaiver** - Important for liability protection 3. **Google Analytics** - Valuable for growth insights ## 💡 Integration Best Practices ### Before You Connect 1. **Have Accounts Ready** - Create accounts with each service first - Have API keys/credentials available - Understand pricing for each service 2. **Test First** - Use test/sandbox modes when available - Verify functionality before going live - Train staff on new features 3. **Document Settings** - Record API keys securely - Note configuration choices - Create troubleshooting guide ### Stripe Setup Tips - Start with test mode - Verify bank account connection - Set up automatic payouts - Configure receipt emails - Test refund process ### SmartWaiver Setup Tips - Create templates for each fleet type - Use clear, simple language - Include all required fields - Test signing process - Train staff on waiver lookup ### Google Analytics Tips - Use Google Analytics 4 (GA4) - Set up conversion tracking - Create custom dashboards - Monitor regularly - Share insights with team ## 🆘 Common Integration Issues **Stripe not connecting?** - Verify API keys are correct - Check if in correct mode (test/live) - Ensure Stripe account is verified **SmartWaiver templates not showing?** - Confirm API key is active - Check template IDs match - Verify templates are published **Google Analytics not tracking?** - Allow 24-48 hours for data - Verify tracking ID format - Check if ad blockers interfere ## 📊 Integration Health Checks ### Daily Checks - Stripe payments processing correctly - SmartWaiver syncing signed documents - No error messages in integration settings ### Weekly Reviews - Payment settlement reports - Waiver completion rates - Analytics traffic trends ### Monthly Audits - Integration costs vs. value - Feature utilization - Staff feedback on tools ## 🔒 Security Considerations ### API Key Management - Never share API keys - Rotate keys periodically - Use separate test/live keys - Store securely ### Data Privacy - Each service has own privacy policy - Understand data sharing - Comply with regulations - Inform customers as needed ### Access Control - Limit who can modify integrations - Admin/Super Admin only - Document any changes - Regular access reviews ## 🎓 Training Resources ### For Staff - How integrations affect daily tasks - Where to find integrated features - Basic troubleshooting steps ### For Managers - Integration benefits and costs - Performance monitoring - When to expand integrations ### For Administrators - Complete setup procedures - Advanced configuration - Troubleshooting guides - Security best practices --- 💡 **Pro Tip**: Start with one integration at a time to avoid overwhelming your team! *Need integration support? Contact [email protected]*