DocuSign Rooms Integration

This article outlines the setup process to connect Commissions 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 for import or Add/Delete ones as needed.

Once the preferred statuses are selected close and relaunch the Commissions application for the new configuration to take effect. Please note: Active = Listings.

Importing from DocuSign Rooms

Select MLS/TMS Sync on the left sidebar

Modified Since date will display the date that you last performed the sync and reflects transactions modified as of that date.

Select Sync

A list of transactions will be presented for import; select as needed or Select All.

Select Import

A confirmation notification will appear confirming the import was successful. Note: Commissions will import Sales Associates attached as long as their email address matches in both applications.

The sync occurs every 3 hours

Below are the data to data fields synced based on DocuSign Room’s API:

MLS Number
Listing Type
Status
Address
City
State/Province
Zip/Postal Code
Price
Listing Date
Sold Date (Contract Date)
Transaction Side (side represented; Buying, Selling or Dual Ended)
Referral Name (first and last)
Referral Flat Amount OR Percentage
Sale Price
Sold Date (Contract Date)
Property Type
Closing Date
Sale Commission
Co-Brokerage
Seller and Buyer Contact
Lease Transactions: 1 Landlord, 2 Tenants and Leased Price

** Transaction Resources with mandatory fields such as an address for the Brokerage, will display N/A (Not Applicable) in the mandatory fields.

Note: If there are two transactions with the same MLS number (one representing the Selling side and the other representing the Buying side), Commissions 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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