Topics in this article:
Linking an Existing Loop to a Sisu Transaction
If you’re just setting up the Dotloop integration, you likely have a bunch of transactions in Sisu that you want to be linked to a corresponding Loop in Dotloop. To link an existing Loop to a Sisu transaction, complete the following steps:
In Sisu, go to Transactions > Transactions.
Click in-line with the transaction that you want to link to a Loop. This opens the transaction.
Click the Link Existing Loop button. This opens the Link Loop window.
Note: The Link Loop window pulls up a list of the 100 most recently updated Loops that match the transaction type (buyer/seller). Archived Loops won't be included.
Click the drop-down and select a Loop from the list.
Note: Don't see a particular loop in the list? Go to the loop in Dotloop, and make sure the "Transaction Type" and "Loop Status" fields are filled in.
When finished, click Link.
Video Tour
This is a video tour of the processes included in this article. If you're a visual learner, this video could be helpful for you!
Video Note: To optimize viewing, watch this video on Loom. You can do this by clicking the square icon with an arrow coming out of it, which appears in the top-right corner of the video.