How To Set Up the Patch-Rezdy Integration

This article provides a step-by-step guide to help you complete the integration process between Patch Retention and Rezdy

Step 1: Log into your Patch account

Step 2: Open your Patch Rezdy Settings

  1. Click your account name in the top right hand corner
  2. Click on "Account Settings"
  3. Find "Rezdy"
  4. Leave this view open in this tab of your browser

Step 3: Login to your Rezdy Dashboard

  1. Open a new tab in your browser
  2. Log in to your Rezdy Dashboard

Step 4: Copy your Rezdy API Key

  1. Go to Integrations > Rezdy API > API Key
  2. Generate and Copy your Rezdy API Key

Step 5: Paste your Rezdy API key into Patch

  1. Go back to your Patch tab where your Rezdy settings are open
  2. In the "Configuration" section paste your API key

Step 6: Activate your Rezdy add on

Click the purple "Activate" button

Step 7: Create your webhooks in Rezdy

  1. Copy the Target URL from your Patch settings
  2. Follow the instructions in this Rezdy article to create your webhooks with the copied Target URL in Patch: Rezdy - How to set up a webhook

Customer Support

If you need help or need assistance determining next steps, please contact our Customer Support team by phone at 888.605.4429 or email at success@patchretention.com.