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:

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