Steps for Onboarding New Real Synch/Sisu Users:
Our recommendation to import any Transactions that existed before your SynchBot was installed would be to first contact Sisu and provide a CSV file of Closed (pre-Real Synch) Transactions. Sisu can then perform a file import for those Closed Transactions.
Next, Activate Your SynchBot(s).
Finally, make trivial updates to any Deals or Transactions in your source-system that are in a status prior to Closed to trigger the synchs to execute to create these Transactions in Sisu. Additional updates made to a given Transaction in your CRM/TMS will update the related Sisu Transaction moving forward.