Transaction Point integration

This article outlines the sync process between Back Office and Transaction Point.

Navigate to Setup > Company Profile > Integration

In the MLS/TMS Statuses section, select the Statuses to import; add or remove as required:

Once the preferred statuses selected, relaunch the application for new configurations to take effect.

Importing from Transaction Point TMS

Select MLS/TMS Sync

Select date for import and select Sync

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

Next select Import

A confirmation will appear with notification that the import was successful. Note: Agent records attached to a transaction will sync as long as email addresses match in both systems.

The sync is currently set every 3 hours.

Below are the data to data fields synced between systems:

Address 1
Address 2
City
State
Zip
Property Type – all transactions will import as Transaction Type=S regardless of how “S” is described
MLS Number
List Price (Listing Price)
Sale Price (Sold Price)
Escrow/Closing No. = Escrow Number on the Escrow panel of Deposit tab of Transaction
Tx Type/Agent Represents = Transaction Side
Transaction Status = Status (open, closed or void)
Contract Acceptance Date = Effective Date
Estimated Closing Date = Closing Date (if Scheduled Date is not available, we will use Estimated Closing Date and if Estimated Closing Date is not available, we will use today’s date)
Listing Date

Transaction Resources
Description (Resource Type)
First Name
Last Name
Company
Home Phone
Work Phone = Business Phone
Email

** 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), 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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