How to Integrate OwnerRez with VRTrust
Integrating your OwnerRez property management system (PMS) with VRTrust automates the flow of reservation, payment, and deposit data into your trust accounting system. This integration simplifies trust accounting, improves bank reconciliation, and enables accurate owner and property management financial reporting.
What the Integration Does
Once connected, VRTrust will:
Sync reservations created in OwnerRez into VRTrust
Pull payment and deposit data from OwnerRez
Automate revenue and expense tracking
Simplify bank reconciliations
Produce accurate owner statements and property management income
Enable full trust accounting workflows tied to reservation data
Reduce manual journal entries and spreadsheet work
Prerequisites
Before integrating, make sure you have:
An active OwnerRez account
A VRTrust account (via VRPlatform)
Login access for both systems
Connect Your OwnerRez Account
Log in to VRTrust
Add the OwnerRez connection
Navigate to the Connections menu
Click Add Connection
Click Connect next to OwnerRez
Authorize VRPlatform in OwnerRez
You’ll be redirected to the OwnerRez login/authorization screen
Log in if needed
Click Authorize VRPlatform
Confirm the connection
After authorization, you’ll be redirected back to VRTrust
On the Connections screen, you should now see OwnerRez listed as connected
Importing Existing Data
Once connected, you can fetch reservation and payment data starting from your VRTrust Go-Live date.
Navigate to Connections → OwnerRez → Fetch
VRTrust will import reservation, payment, and deposit data from OwnerRez
This typically begins on the 1st day of your go-live month
What Data Is Transferred
When OwnerRez is integrated with VRTrust:
Reservations are pulled from OwnerRez into VRTrust
Payments and Deposits are synced and used for trust accounting
Reservations become the basis for owner and PM financial statements
Deposits feed bank reconciliation and trust balances
Next Steps After Integration
After your OwnerRez connection is established and initial data is fetched:
Confirm reservations and payments appear in VRTrust
Set up Reservation Mappings for fees and tax line types
Review Owner and PM fee templates (cleaning, channel, merchant, cancellation)
Run a Trial Balance to confirm your accounts balance correctly
Finalize owner and PM statements
Troubleshooting & Support
If you experience issues during connection or data sync:
Confirm your OwnerRez login credentials are correct
Ensure you authorize VRPlatform when redirected
Check that your VRTrust Go-Live date aligns with your intended data import range
If problems persist, contact VRTrust support or your onboarding specialist.
Summary
Integrating OwnerRez with VRTrust:
Automates reservation and financial data flow
Reduces manual accounting work
Improves trust reconciliation and statement accuracy
Can be configured whether you are new to VRTrust or already onboarded
