Typical Reasons Transactions are not Executing to Sisu:
An Agent's user email address does not match between your CRM/TMS and Sisu (review steps on how to update your Agents List below).
An email address is missing for a Lead in your CRM/TMS. This is required even if you have to use a fake one.
The Deal, if you are a Follow Up Boss User, is in a Deal Pipeline or Deal Stage that is not supported by the Real Synch integration. Please review the articles in our Follow Up Boss to Sisu Knowledge-Base for more insight.
The Deal or Transaction in your CRM/TMS must be associated to a Contact.
The Deal or Transaction in your CRM/TMS must be associated to a User.
A Deal or Transaction must have originated in your CRM/TMS and synched to Sisu to create a Transaction in order to update the Sisu Transaction.
SynchBots will never update Closed, Lost, or Archived Transactions in Sisu.
Ensure the scope and date range you have set in Sisu is not filtering out your results unintentionally.
To Update Your Agents List:
First, ensure each Agent's email addresses match exactly between platforms and then update the Agents List on your SynchBot:
Click the ellipsis on the right side of your SynchBot.
Select Update Agents List from the dropdown menu.
If you need a custom mapping (SkySlope Users using eXp, for instance), please reach out to our support team and provide an agent list with all of your Agents' email addresses in your CRM/TMS and their corresponding email addresses in Sisu? A simple columned list would be perfect: