Transferz

Setup

1. Go to Settings > Integration > Transferz tab.
2. Activate sandbox mode. Before you go into production mode, complete the mandatory testing process with the Transferz team. This includes a 12-step check to ensure your account integration is working properly and that you know how to use it. To do this, select this option and save the settings before generating the API key described in the next step. Once the testing process is complete, the Transferz team will provide you with production credentials. Once you have them, you need to uncheck this option, save your settings, and re-generate your API key, but this time use your production credentials.
3. Set up API key.
   • In the API key field, click the Generate button.
   • In the popup, enter your Transferz.com email and password. Read step 2 to learn what login details you should use.
   • Click the Login and generate button.
   • The API key will be inserted into the API key field.
4. Assign vehicle types.
   • Select the appropriate vehicle type from the dropdown list for each Transferz.com vehicle category.
5. Adjust other options to your needs.
   • Select the When the booking status is cancelled, change the payment status to cancelled checkbox if you want the payment status to be changed to cancelled when the booking is cancelled.
   • Select the When the booking status is cancelled, set driver commission to zero checkbox if you want the driver commission to be set to zero when the booking is cancelled.
   • Select the Mark payment as paid checkbox if you want the payment to be marked as paid when the booking is imported.
6. Transferz driver options.
   • Select the Enable assign driver checkbox if you want to be able to assign drivers to Transferz.com bookings.
   • Select the Notify driver by SMS checkbox if you want to notify the driver of the booking by SMS.
   • Select the Send the driver's name checkbox if you want to send the driver's name to the customer.
   • Select the Send the driver's phone number checkbox if you want to send the driver's phone number to the customer.
   • Select the Send the driver's last known position checkbox if you want to send the driver's last known position to the customer.
7. Activate the integration.
   • Select the Activate this service checkbox to enable the integration and save settings.
8. Import previous bookings.
   • Click this button to import bookings from Transferz within a specified time range (starting from the import moment). This saves time by eliminating manual entry of past bookings. Use this feature only once during initial setup.

Usage

1. Go to Bookings > Transferz tab.
   • This tab will display all available booking offers from Transferz.com.
   • You can either accept or reject the job.
   • Any booking changes, e.g., journey date change, will also appear as an offer that can be accepted or rejected.
2. Once the booking is accepted, it will automatically appear in the Bookings tab.
   • From here, you can further manage the booking, such as assigning a driver and completing the job.
3. Sync booking changes.
   • Click the Load source > Transferz button in the Bookings tab.
   • This will download the latest changes to bookings, e.g., customer details, journey date changes, booking cancellations.

Additional Notes & Information

1. API Key requirement.
   • Transferz.com API key is required; obtain it by following the setup process described above.
2. Vehicle mapping.
   • Map Transferz.com vehicle categories to EasyTaxiOffice vehicle types. This is important for ensuring that bookings are assigned to the correct vehicles.
3. Driver phone number format.
   • The driver's phone number must be correct to deliver SMS notifications effectively, including the country code (+XX).
   • Ensure the driver's accurate phone number is provided to avoid missed notifications and communication disruptions.
4. Assigning a driver.
   • A driver needs to be assigned before the booking status is set to On route.
   • This ensures that the driver is ready and informed about the booking before starting the journey.
   • To avoid problems with assigning a driver, make sure the mobile phone number is included in the driver's profile.
5. Completing booking on schedule.
   • Do not mark a booking as Completed before the scheduled pickup date.
   • Completing a booking prematurely can cause discrepancies and errors in the system.
6. Sequential booking process.
   • Follow a specific sequence for the booking process:
   • Accept or reject the offer.
   • Once accepted, assign a driver.
   • Activate each status in order: On route, Arrived, On board, or No show.
   • Only mark the booking as Completed after the journey is finished.
7. Driver app usage.
   • Use the driver app to provide driver coordinates for driver events.
   • The driver app is the primary source for real-time location data and accurate journey progress information.

Troubleshooting