Docusign Rooms integration

This article outlines the setup process to connect Back Office and Docusign Rooms accounts

The first step is to authenticate your Docusign Rooms account

Once completed, navigate to Setup > Company Profile > Integration

In the TMS/MLS Statuses section, select the Statuses you wish to import or Add/Delete ones as you require:

Once the preferred statuses are selected close and relaunch Back Office for the new configurations to take effect.

Importing from Docusign Rooms

Navigate to TMS/MLS Sync

Select the date range for the import and select Sync

A list of transactions will be presented for import: select as needed or Select all

Next select Import

A confirmation notification will appear confirming the import was successful. Note: Back Office will import agent(s) attached as long as their email address matches in both systems.

The sync is currently set to refresh every 3 hours

Below are the data to data fields synced between systems based on docusign’s API:

MLS Number
Listing Type
Listing Date
Sold Date (Contract Date)
Transaction Side (side represented; Buying, Selling or Dual Ended)
Referral Contact
Referral Amount ($ only – not percent)
Sale Price
Sold Date (Contract Date)
Property Type
Closing Date
Sale Commission
Agent Contact
Seller and Buyer Contact

Note: If there are two transactions with the same MLS number (one representing the Selling side and the other representing the Buying side), Back Office first maps to the MLS number for a previously imported transaction. If  there are two new transactions with same MLS number, only one transaction will be imported as new transaction. The second new transaction will update the first one because of same MLS number.

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