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:
