Introduction
RentVisie can work together with outside services: an accounting package, a payment provider, a customer-screening service, vehicle trackers, a key box and more. The screen headed Integrations, with Connect RentVisie to your payment, accounting, identity, fleet and communication tools. underneath, is the one place that lists them all.
A note below the heading starts "Changes are saved as soon as you flip a switch." Then come seven cards: Payments, Accounting & e-invoicing, Customers & identity, Fleet & telematics, Bookings & operations, Communication and BI / AI. Each card has one row per service: its name and a one-line description on the left; on the right a switch, a Settings button once the service is on, or the words Contact support or No setup required. There is no Save or Cancel button.
You come here when:
- You have signed up with a new service and need to switch it on and enter its details.
- A tile, tab or banner a colleague uses has disappeared, and you want to check the switch.
- You want to stop a service, such as a tracker supplier you no longer use.
- You just want to see which services your company has connected.
Words this screen uses. Skim this once; most names are suppliers, not features:
| The screen says | It means |
|---|---|
| Mollie, Stripe, Mollie POS | Card and online payment providers; POS is the card terminal at the counter |
| Twikey, B2B collections, SEPA payments & refunds | Direct debit, and bank transfers within the euro payment area (SEPA) |
| Exact Online | An accounting package |
| Peppol | The European network for sending invoices electronically |
| Rental check, Sumsub, 365ID | Customer screening and identity-document checks |
| Traci, Conneqtech, RentalTracker, Teltonika, Track & trace external | Vehicle tracker suppliers |
| R2 | A partner system that exchanges vehicle allocations and booking customers |
| RDW | The Dutch vehicle registration authority, for number-plate lookups |
| HomeWizard | Electricity meters, for charging customers for electricity |
| Keycafe | A key box customers open with their phone, also spelled Key cafe or KeyCafe |
| Webhooks | Short messages sent to another system when something changes |
| SendGrid | The service that delivers the app's emails |
Use this page to find the right switch. For how each service works, follow the link in its row of the table under What each row does.
How to use
Configuration
The screen itself is the configuration. The walkthrough is under Using the Integrations screen below.
Before you start: the Integrations screen, every Settings button on it, and the Admin → Settings tile screen it sits on are for the Company admin role only. An ordinary employee account cannot open them. The switches still affect what every employee sees, for example the Keycafe tab on a booking. For most services you also need an account with that supplier, and the login details they gave you, before switching it on is of any use.
The first time anyone in your company opens the screen, the app creates your settings. SendGrid and RDW start switched on. Every other switch starts off.
Using the Integrations screen
From the main menu, open Admin → Settings. On the Settings tile screen, click the Integrations tile. The screen headed Integrations opens. Find the service's row in its card.
- Switch the service on. Flip the switch on its row. The change is saved at once. For a service that needs login details, its settings window opens straight away; enter the details your supplier gave you and save that window.
- Change the details later. Click Settings on the same row. The button is there only while the switch is on. On the Webhooks row, Settings is always there, because webhooks have no switch; see Send data to other systems with webhooks.
- Switch the service off. Flip the switch off. The change is saved at once and the service stops: for the services with their own connection (see the table below), the app also switches that connection off. Your login details are kept, so switching on again later picks up the same connection.
A row with Contact support and no switch is a service that RentVisie sets up for you, such as Mollie POS, SEPA payments & refunds, B2B collections, Stripe, Sumsub, 365ID, ROB, Teltonika, Automatic fine handling, OpenChat or Tax authority (NL). Contact RentVisie support to have it switched on or off.
Key details
What each row does
Skim this table once and come back to the row you need. "Own connection" means the service also has a settings window with its own on/off setting, which the switch now keeps in step for you:
| Row | Starts | What switching on does | What switching off does | Read more |
|---|---|---|---|---|
| Mollie | Off | Turns your Mollie connection back on if it exists, and opens its settings | Switches the Mollie connection off | Take card and online payments |
| Twikey | Off | Turns your Twikey connection back on if it exists, and opens its settings | Switches the Twikey connection off | Collect invoices by direct debit |
| Exact Online | Off | Switches every Exact connection of your company on and opens the Exact screen. Also shows the Unsynced invoices banner on Financials | Switches every Exact connection off | Send invoices to your accounting package |
| Peppol | Off | Shows the Peppol tiles and lets invoices be sent over Peppol | Hides the tiles and stops sending | Send invoices electronically over Peppol |
| Rental check | Off | Turns on customer screening, the postcode address lookup and the business lookup together, and opens the Rental check settings | Switches all three off | Screen a customer before renting, Record a customer's address |
| Traci, Conneqtech, RentalTracker | Off | Turns that supplier's connection back on if it exists, and opens its settings | Switches the connection off | Link a tracker to a vehicle and follow it on the map |
| R2 | Off | Turns the R2 connection back on if it exists, and opens its settings | Switches the connection off | RentVisie support sets this up |
| RDW | On | Nothing you can see: the number-plate lookup works either way. The row says No setup required | Nothing you can see | Find a vehicle's details from its number plate |
| HomeWizard | Off | Opens the HomeWizard settings | Switches the HomeWizard connection off | Charge a customer for electricity |
| Keycafe | Off | Turns the key-box connection back on if it exists, opens its settings, and shows the Keycafe tab on bookings. See below | Switches the key-box connection off at once | Set up key box handover |
| External closing | Off | Shows This booking has been closed officially on bookings the other system has closed | Stops showing it | Handle bookings that come from other systems |
| Webhooks | No switch | Settings opens the list of webhooks | Switch a single webhook off on its own window | Send data to other systems with webhooks |
| SendGrid | On | Nothing you can see: emails are sent either way | Nothing you can see | Set up the emails the app sends by itself |
A switch takes effect the next time a screen is opened, and it applies to existing records too.
What the Keycafe switch does
Keycafe controls more than the connection:
- On shows the Keycafe tab on the classic booking screen, if the KeyCafe option is on for that vehicle type (Set up key box handover). Booking details always shows it.
- On shows a Keycafe Actions banner on the daily overview whenever a key-box access needs attention. Its Access overview button opens the list.
- Off switches your key-box connection off the moment you flip it. Customers can no longer open the box with their phone until you switch it on again.
Switched off at 18:00, the box stays shut for a customer collecting keys at 07:30 the next morning.
What to do next
Fill in the settings window of any service you switched on, then follow the page linked in its row. If your company uses a key box, check Keycafe is on before you leave.
Q&A
Why has the key box stopped opening for customers? Someone switched Keycafe off on this screen, which switches the key-box connection off at once. Switch Keycafe on again. The settings window opens; check Active is on there and save. See Set up key box handover.
I flipped a switch and then clicked Back. Is my change lost? No. Every switch is saved the moment you flip it. There is no Save or Cancel on this screen, so to undo a change, flip the switch back.
Why did a settings window open when I switched a service on? That is how the screen asks for the service's details. Enter the details from your supplier and save, or close the window if the details are already filled in. The switch stays on either way. Use Settings on the row to come back later.
I switched a service on, so why does nothing happen? The service still needs its login details. Click Settings on its row and fill in the details from your supplier. For Rental check, the settings window asks for a Username and Password plus four web addresses (Base url, Address search url, Company search url and Registrations url); all of them must be filled in as well as the switch being on. See Screen a customer before renting.
Why is there no Settings button on a row? Settings appears only while the switch is on. Switch the service on first. A row that says Contact support has no switch and no Settings button: RentVisie support sets that service up for you.
Why is the Peppol tile missing from Financials and from Admin → Settings? Peppol is switched off. Switch it on; the tiles appear the next time you open those screens.
Why is the Keycafe tab missing from a booking? On the classic booking screen, either Keycafe is switched off on this screen, or the KeyCafe option is switched off for that vehicle's type. Check this screen first, then see Set up key box handover.
Where is the OAuth (beta) button for Mollie? It is gone. Switch Mollie on, or click Settings on the Mollie row, to open the Mollie settings. See Take card and online payments.
Why can't I see the Integrations tile, or why does it do nothing when I click it? The screen is for the Company admin role only. Ask a colleague with that role, or see Add an employee and set their permissions.
Related pages:
- Send invoices to your accounting package: setting up Exact Online.
- Take card and online payments: setting up Mollie.
- Collect invoices by direct debit: setting up Twikey.
- Screen a customer before renting: setting up Rental check.
- Link a tracker to a vehicle and follow it on the map: setting up Traci, Conneqtech and RentalTracker.
- Set up key box handover: setting up Keycafe.
- Send invoices electronically over Peppol: using Peppol once it is on.
- Charge a customer for electricity: using HomeWizard.
- Send data to other systems with webhooks: the Webhooks row.
- Handle bookings that come from other systems: what External closing shows.
- Set up the emails the app sends by itself: the emails SendGrid delivers.