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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.
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.