Transactions not Integrating into Sisu

Amanda

 

 

 

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 with a Contact.

 

  • The Deal or Transaction in your CRM/TMS must be associated with a User.

 

  • A Deal or Transaction must have originated in your CRM/TMS and integrated into Sisu to create a Transaction in order to update the Sisu Transaction.

 

  • Integrations 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.