This article outlines the setup process between Back Office and dotloop accounts.
Navigate to Setup > Company Profile > Integration
In the MLS/TMS Statuses section select the Statuses for import or Add/Delete ones as you require:
Once the preferred statuses are selected close and relaunch the Back Office application for the new configuration to take effect. Please note; Active = Listings.
Importing from dotloop
Select MLS/TMS Sync on left sidebar
Modified Since date will display the date that you last performed the sync and reflects transactions modified as of that date
A list of transactions (loops) will be presented for import: select as needed or Select All.
A confirmation notification will appear confirming the import was successful. Note: Back Office will import Agent(s) attached to loops as long as their email address matches in both systems.
The sync occurs every 3 hours
Below are the data to data fields synced between systems based on dotloop’s API:
Sold Date (Contract Date)
Transaction Side (side represented; Buying, Selling or Both)
Referral (dotloop does not currently parse first/last names; so last name will contain a ‘9’ digit)
Referral Amount & Percentage
Gross Commission (Sale Commission Total)
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.