This article outlines the setup process to connect your Emphasys and dotloop accounts.
Navigate to Setup > Company Profile > Integration
In the MLS/TMS Statuses section select the Statuses for import:
Once the preferred statuses are selected close and relaunch the Emphasys application for new configurations to take effect.
Importing from dotloop
Navigate to MLS/TMS Sync
Select the date range for loops to import and select Sync
A list of transactions (loops) 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: Emphasys will import agent(s) attached to loops as long as their email address matches in both systems.
The sync is currently set every 3 hours
Below are the data fields synced between systems based on dotloop’s API:
Sold Date (Contract Date)
Transaction Side (side represented; Buying, Selling or Dual Ended)
Referral (dotloop does not currently parse first/last names; so last name will contain a ‘9’ digit)
Referral Amount ($ only – not percent)
Seller First & Last Name with contact information
Buyer First & Last Name with contact information
- Please note that there is a character limitations, for buyers or sellers First name or last name cannot exceed 25 characters, and Companies 41 characters.
- Also please note that due to import restrictions Co Broker information DOES NOT import.
For questions regarding the API please contact Emphasys or dotloop support