Topics in this article:
Before you begin...
Before you begin, log into Sisu and use the chat bubble in the bottom-right corner to ask our support team to enable the integration. They'll respond within a couple minutes, so this shouldn't take long!
Team Setup
Click the Dotloop tile and then in the window that appears, click the Configure button. This opens the integration setup window.
Click Next.
Since the Authorization field is already filled in, click Next.
In the Create Loops As drop-down, choose one of the options to determine which user the new Loops will be created under:
Transaction Agent: If you select "Transaction Agent," new Loops are created under the Dotloop profile of the agent on the transaction. If you choose this configuration, the following details apply:
After team setup is complete, each agent needs to authenticate their Dotloop account with Sisu (see the User Setup section in this article for help). Once that’s done, they can create a Loop for any transaction they are assigned to.
Authenticated agents (and their admins and TCs) will be able to create new Loops. They can do this by clicking the "Create Loop" button in Sisu transactions.
If an admin or TC creates a new Loop, the Loop will still be created under the agent's Dotloop profile.
Transaction TC: If you select "Transaction TC," new Loops are created under the Dotloop profile of the TC on the transaction. If you choose this configuration, the following details apply:
After team setup is complete, each TC needs to authenticate their Dotloop account with Sisu (see the User Setup section in this article for help).
Only authenticated TCs can create new loops. They can do this by clicking the "Create Loop" button in Sisu transactions.
TCs have the ability to create a Loop for any transaction in their Sisu account.
*IMPORTANT*: If you want all new Loops created under a single Dotloop account, select "Transaction Agent." Then after clicking the "Finish" button, go to step 2 of this section: Setting Up the Single Account Configuration.
Click Finish.
Now make sure that all users that need to be authenticated follow the steps in the User Setup section below.
User Setup
After an admin sets up Dotloop for the team, each user that wants new Loops created under their Dotloop account needs to complete the user setup steps, which will authenticate their Dotloop account with Sisu.
If you'd prefer to watch a short video of the process outlined in this section, click here. Otherwise, complete the following steps:
Before you begin...
Make sure that an admin has completed the Team Setup section of this article.
Part 1: Get Your Profile ID
Log into Dotloop.
Make sure you're on the Loops screen. (The Loops icon will be highlighted.)
Click the profile drop-down in the top-right corner.
Click My Account.
On the left side of the screen, click the Profiles link.
Select the profile you want to use. It could be a personal account or an admin account.
*IMPORTANT*: Do not choose a team profile.
Copy the string of numbers found at the end of the URL, and paste it somewhere you can easily find it. (This is the profile ID. We'll need it later.)
Part 2: Authorize Your Dotloop Account in Sisu
Log into Sisu.
In the top-right corner of the screen, go to Account > Profile to open your user profile.
Scroll down until you see the Dotloop tile on the left. Then click the Configure button.
In the top-right corner, click Configure User Level Configuration. This makes the user configuration window appear.
In the Profile ID field, paste the profile ID from Part 1.
Click Connect. This opens a new tab.
In the new tab, you'll be asked to log in and agree to terms. Then you'll see an "Authorization Completed Successfully" message.
Back in Sisu, click Finish.
Video Tour
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.
Setting Up the Single Account Configuration
This configuration is for those who want all new Loops created under a single user's Dotloop account. If you choose this configuration, the following details apply:
Only the single user needs to authenticate their Dotloop account with Sisu.
Once the steps in this section are complete, anyone will have the ability to create a Loop from a transaction.
All new Loops are assigned to the selected user.
Before you begin...
Make sure an admin completes the Team Setup section in this article. The Create Loops As drop-down must be set to Transaction Agent.
Select the user/Dotloop account that you want to use for your configuration. Have that selected user complete the User Setup section in this article in order to authenticate their Dotloop account with Sisu.
Configuration Setup Steps
If you'd like to set up a single account configuration, do the following:
Click the Dotloop tile and then click the Reconfigure button in the top-right corner. This opens the integration setup window.
Click Next. Then click Next again.
In the Create Loops As drop-down, you can now select the name of the authenticated user whose account you want to use.
Click Finish.