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DramTrade

Integrations

Connect DramTrade to your accounting, fleet, payment, review, and direct mail platforms for a fully automated operations stack.

intermediate• 9 min read

Overview

DramTrade connects to the tools your business already depends on — accounting, fleet management, payment processing, reviews, and direct mail. Each integration is designed to eliminate manual data transfer: invoices sync to your accounting platform automatically, vehicle locations inform dispatch decisions, and payment records flow both directions without reconciliation work.

Xero — Accounting Sync

Xero is DramTrade's primary accounting integration. Once connected, invoices, payments, and customer records stay in sync automatically.

What Syncs

DramTrade Xero
Customer Contact
Invoice (Sent) Draft Invoice
Payment received Payment applied to invoice
Credit note / void Credit Note
Membership billing Repeating invoice

Connecting Xero

  1. Go to Settings > Integrations > Xero.
  2. Click Connect to Xero — you will be redirected to Xero's OAuth authorization screen.
  3. Select the organization to link and authorize.
  4. Map your DramTrade service categories to Xero account codes.
  5. Choose a sync direction: one-way (DramTrade → Xero) or two-way.

Sync Behavior

Invoices sync to Xero when they reach Sent status. Payments sync within minutes of being processed through Stax. If a sync fails, a notification appears in Settings > Integrations > Xero > Sync Log with the error and a manual retry option.

Tax codes are mapped during setup. Consult your accountant before enabling two-way sync on an existing Xero organization with historical data.

Geotab — Fleet Management

The Geotab integration pulls real-time vehicle location and trip data into DramTrade's dispatch board.

What It Enables

  • Live vehicle positions on the dispatch map — see where every technician is right now
  • Trip history — review the route taken for any job
  • ETA calculations — driving time estimates use actual GPS position, not home address
  • Odometer and engine hours — surface vehicle maintenance needs alongside job scheduling

Connecting Geotab

  1. Go to Settings > Integrations > Geotab.
  2. Enter your Geotab MyGeotab database name, username, and password.
  3. DramTrade fetches the vehicle list. Map each vehicle to a technician profile.
  4. Save. Vehicle locations appear on the dispatch map within a few minutes.

GPS data refreshes every 30 seconds while vehicles are active.

Stax — Payment Processing

Stax is DramTrade's embedded payment processor, handling all card and ACH transactions. The integration is pre-configured for all DramTrade accounts — no separate setup is required to begin taking payments.

Capabilities

  • Card-present via Bluetooth card reader (in-field collection)
  • Card-not-present (office or phone)
  • ACH bank transfer (2–3 business day settlement)
  • Payment links (hosted checkout, no login required)
  • Recurring billing (memberships)
  • Refunds and voids from the invoice screen

Payout Schedule

Funds from card transactions settle to your linked bank account on a next-business-day basis by default. ACH transactions settle in 2–3 business days. Payout history is visible under Settings > Integrations > Stax > Payouts.

Card Reader Setup

Order a Stax Bluetooth card reader through Settings > Integrations > Stax > Hardware. Pair the reader to the DramTrade mobile app and it is ready for field use immediately.

Google Reviews — Review Sync

The Google Reviews integration automatically requests reviews after a job is completed and surfaces new reviews in DramTrade for monitoring and response.

Review Request Automation

After a job is marked Complete, DramTrade waits a configurable delay (default: 2 hours) and sends the customer an SMS with a direct link to your Google Business Profile review page. The message uses a template you define under Settings > Integrations > Google Reviews.

You can exclude specific customers (e.g., those who expressed dissatisfaction) by adding a Do Not Review tag to their profile.

Review Dashboard

Go to Communications > Reviews to see all incoming Google reviews, their star rating, and the full text. Reply to reviews directly from DramTrade — replies post to Google within minutes via the Google Business Profile API.

Direct Mail — PostGrid and LettrLabs

For physical mail campaigns — postcards, letters, and handwritten-style notes — DramTrade integrates with PostGrid and LettrLabs.

Use Cases

  • Welcome packets for new members
  • Seasonal service reminders
  • Win-back offers to lapsed customers
  • Thank-you notes after high-value jobs

Sending a Direct Mail Campaign

  1. Go to Communications > Campaigns > New Campaign and select Direct Mail as the channel.
  2. Choose PostGrid (postcards and letters) or LettrLabs (handwritten-style notes).
  3. Select a design template or upload your artwork (PostGrid) / compose your note (LettrLabs).
  4. Define your audience and confirm mailing addresses are on file.
  5. Review the per-piece cost and estimated delivery window.
  6. Activate. DramTrade submits the order and tracks delivery status.

Delivery confirmation and estimated in-home dates are shown in the campaign detail view.

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