By default, this is a one-way synch that runs every five minutes. The SynchBot checks for new Loops created or updated in Dotloop since the last time the synch ran.
A Transaction can be created in Sisu when a Loop is created or updated in Dotloop andcontains values for the required fields:
Type (Buyer/Seller)
Participant's First Name and Last Name
Buyer/Seller Email Address
Buyer/Seller Agent Email Address
Full Property Address
When the SynchBot finds a Sisu Transaction that matches the Dotloop Client email address, Agent email address, and Property address, the SynchBot will update the matching Sisu Transaction.
Documents added/updated in Dotloop will be synched to Sisu as Web Links, which can be accessed from Sisu or included in Sisu forms and notifications sent to Transaction participants.
Mappings:
In Dotloop, specify a percentage in Sales Commission Total % (% of Purchase Sale/Price).
In Dotloop, specify a percentage in Sales Commission Rate % (% of GCI in Sisu). The amount mapped into Sisu will be calculated based on % of the Gross Commission Amount.
Listing and Purchase are the same as Seller and Buyer: Listing will synch from Dotloop to Sisu as Seller and Purchase will synch as Buyer.
However, a double-sided Buyer/Seller deal is not supported in Sisu. If an Agent is representing both sides of a deal, Sisu will want you to create two Transactions.
