Connect to TracsConnect
import Checklist from ’../../../../components/Checklist.astro’; import Screenshot from ’../../../../components/Screenshot.astro’; import SideIndicator from ’../../../../components/SideIndicator.astro’;
Once your booking fields are in place, the rest of the setup happens in your TracsConnect dashboard.
Before you start
<Checklist title=“You should have:” items={[ ‘A Setmore Pro account’, ‘The custom booking-form fields added (see the previous page)’, ‘Setmore API access approved (email confirmation from api@setmore.com)’, ‘Your Setmore access key in hand (Setmore emails this to you after approval)’, ]} />
Step 1: Get your access key from Setmore
Email api@setmore.com asking for API access. Setmore will reply (usually within a few business days) with a long string of letters and numbers — this is your access key.
Keep this email. Once you paste the key into TracsConnect, you can close the email — but if you ever need to reconnect, you’ll need it again.
Step 2: Open the Setmore integration in TracsConnect
Sign in to your dashboard, click Integrations in the sidebar, and find the Setmore card.
Click the Setmore card. A setup window opens.
Step 3: Paste your access key
Paste the access key into the Access Key field. TracsConnect stores it securely — you won’t be able to see it again after you save.
Step 4: Confirm your field labels
If you used the exact field names from the Custom Contact Fields page, you can skip this step.
If you used different names, click Adjust field mapping and tell TracsConnect what you called each field.
Step 5: Test the connection
Click Test connection. TracsConnect reaches out to Setmore and confirms everything is working.
If you see a red error, jump to Troubleshoot.
Step 6: Run a dry run
A dry run pulls in your upcoming Setmore appointments and shows you what would sync into TRACS — without actually writing anything.
Pick a date range (the next two weeks is a good start) and click Run dry run. Review the list. If the customer names, vehicles, and times look right, you’re ready to go.
Step 7: Run a real sync
Uncheck Dry run only and click Sync now.
The appointments appear in TRACS within a minute or two. From now on, future Setmore bookings sync automatically — you don’t need to come back to this screen unless something changes.
What happens next
TracsConnect keeps an eye on Setmore in the background. When a customer books an appointment:
- It shows up on your TRACS schedule
- The customer is created (or matched to an existing one) by phone number and email
- The vehicle is created from the booking-form fields
- The appointment is ready to become a work order when the customer arrives