How broker trips arrive

When your broker assigns trips to your company, ZeitRide pulls them in automatically, matches each one to a member, and puts it on your Trip List ready to schedule. Here's how the pipeline works and where to configure it.

Connecting your broker

1. Go to Settings → Broker Integrations. The page lists the broker connections available to your company, each with a Configure button and an Active / Inactive toggle.
2. Click Configure and enter the credentials your broker issued you (the fields vary by broker — API credentials for live connections; some brokers instead work via file upload or real-time webhooks and need little or no configuration).
3. Flip the integration to Active.

Only company admins can change integrations; other users can review the page.

Automatic fetching

Once an integration is active with a live connection, ZeitRide fetches your assigned trips automatically on a nightly schedule — you don't do anything each morning. As trips arrive they are:

1. Stored and normalized,
2. Matched to a member in your roster (see Member matching),
3. Placed on the Trip List for their service date — and, if unassigned, on the Dispatch board's Unassigned pool.

Member matching and recurring-trip linking always run for every company — as the settings page puts it, "there is nothing to switch on."

Manual fetch (backfill)

Each configured broker panel includes a Fetch trips section for pulling a date range on demand — use it only to backfill or re-pull a specific range, since normal operation is automatic. Pick a Start date and End date and click the fetch button; you'll see how many trips were fetched and stored.

Re-match & schedule trips

The same panel has a Re-match & schedule trips tool. Run it after correcting a member's Medicaid ID, date of birth, or address, or after adding members to your roster — it re-links the broker's trips to your members across all dates and can create member records for any that still don't match. Optionally give it a date range to also place newly matched trips on the schedule board.

File-based brokers

If your broker delivers trips as a file export instead of an API, enable that integration and use the Import button on the Trip List — pick the source, upload the CSV or Excel file (a template is available for download where applicable), and click Import.

Facility match radius

The integrations page also has a Facility match radius setting (default 75 meters): incoming broker addresses within this distance of one of your facilities are recognized as that facility, which keeps facility runs grouped correctly on the board.

If a morning looks empty

If your broker trips didn't appear for today, first check Settings → Broker Integrations — the integration must be Active — then run a manual Fetch trips for today's date. If trips fetch but show member warnings, continue to Member matching.