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 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
Office Gross Commission; including Buying Side Commission & Listing Side Commission