Transaction Point integration (Back Office)

This article outlines the sync process between Emphasys 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 the date range 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 fields synced between systems:

Address 1
Address 2
Unit
City
State
Zip
Property Type
MLS Number
List Price (Listing Price)
Sale Price (Sold Price)
Loan Number
Loan Amount
Transaction Type (Transaction Side)
Transaction Status
Sales Type
Source (Business Lead Source)
Contract Acceptance Date
Estimated Closing Date
Listing Date
Listing Expiration Date

Transaction Resources
Description (Resource Type)
First Name
Last Name
Company
Office Phone
Email
Address 1
Address 2
City
State
Zip

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