When synching from a Transaction Management System like SkySlope or DotLoop to Sisu, the potential for duplicate Transactions being created in Sisu exists. This potential increases if you also have a SynchBot that creates and updates Sisu Transactions from a separate CRM.
Sisu Transactions created from a CRM, or created by Users directly in Sisu, often do not have a Property Address or a placeholder for the Property Address. However, the Transaction Management System typically has a complete and accurate address filled in for the Transaction.
The following SynchBot options will reduce the potential for duplicate Transactions to be created in Sisu:
- When activating your TMS to Sisu SynchBot, click the wrench icon next to your Sisu Target:
- Select Custom Mappings in your Target Options:
- Disable Property Address matching and click Save:
Disabling this option will instruct the SynchBot to ignore Property Address when attempting to identify a Sisu Transaction match with the TMS Transaction.
If one Contact is creating two Transactions in Sisu, it is likely because the same Agent is assigned to the contact on both the Buy and Listing side, and an appointment set in the CRM was used to trigger a Transaction creation.
In these cases, the SynchBot has no way of determining if the Agent's appointment is for the Buy or Sell side, and it creates two separate Transactions in Sisu (one Buyer and one Seller).
Our SynchBots will never execute synchs to Transactions that are set to Closed in Sisu. For instance, if a Transaction is Closed in Sisu and then an update is made to a given Contact, Deal, or Transaction in your CRM/TMS, then the expected behavior of the SynchBot will be to create a new, separate Transaction.