Setup Instructions:
Note: Administrator or TC level access is required for a valid connection.
From the Real Synch dashboard click + Add Synch:
Select Dotloop as the Source and Sisu as the Target:
Click Instructions on the DotLoop icon and follow along:
Under DotLoop, click Connect and Verify:
A new tab/window will display below. Enter a DotLoop Administrator or TC level Username and Password:
You will then be prompted to Grant Access to Real Synch:
Your browser will be redirected back to the SynchBot setup process and the connection should show as Verified:
Next click Instructions on the Sisu icon and follow along:
Click Connect under Sisu and login to Sisu as the Administrator:
To find the Team Name and Token info in Sisu: Click Admin > Team Settings > API Credentials:
Copy and paste the Username in Sisu to the Team Name in Real Synch and the Token in Sisu to the Token in Real Synch > Click Connect and Verify:
Finally, click Activate to get your SynchBot started:
Dotloop to Sisu SynchBot Features
Here is a demonstration of the SynchBot setup:
