Overview
dotLoop and darwin Cloud's API engine have made it possible to pull loop data from dotLoop into darwin Cloud to create new transactions and listings. Also additional information can be added to listings and transactions that were pulled from the MLS, other sources or even manually entered.
Getting Started
- Send an email to AccountTECH support stating you would like to turn on the integration
- Send us your dotLoop API key (see directions below) and profile ID (this must be done prior to scheduling your class)
- Check whether the email addresses of your agents in darwin match the email addresses in dotLoop
- Please click HERE to schedule a time for the class: 'Integrations Implementation: dotLoop'. This is so we can secure a time on the calendar to turn on the integration, and to review the settings with you. Your integration will not be turned on until you complete this class
- Please gather this customization information BEFORE the class
- Gather the dotLoop 'Type of Property' values you use
- During the class you will let us know what dotLoop type of property goes to which darwin Cloud Property type, Type Code, Transaction type and Accounting Code
- Gather the dotLoop 'Type of Property' values you use
Getting your Api key from dotLoop
dotLoop requires that you reach out to your partner success manager to request your API Key.
Once your API Key is set up, you can find it in dotLoop following the screenshots below.
Select "Activate API" - this will give you a long key to then provide to your development team and/or to the other program developers you're working with.
Once activated, this key should not be shared via email - it's essentially like sharing a password, giving access to all data in your dotloop dashboard.
Please reach out to the VIP Support Team if you are unable to figure out how to get your API key at 888-dotloop (888-368-5667) or [email protected].
People import
- Listing and Selling agents from our company
- Are matched to the property's by the email address from dotloop to the email address in darwin.
- Other People on the deal that are pulled from dotLoop into Darwin.
- Other People are matched to existing Darwin person records by
- email address, firstname an lastname
- email address
- mobile phone, firstname an lastname
- match by mobile phone
- first name and last name
- Other companies are matched to existing Darwin person records by
- email address, companyName
- email address
- mobile phone, companyName
- match by mobile phone
- companyName
- Additional types or people that are pulled from DotLoop
- Lender Contact
- Loan Processor
- Appraiser
- Home Inspector Contact
- Seller Attorney Contact
- Cobroke Company
- Cobroke Agent
- Buyer Attorney Contact
- Escrow Title Contact
- Other People are matched to existing Darwin person records by
NOTE: dotLoop stores Names in One field NOT First and Last Name in separate fields. AccountTECH will insert the dotLoop Full Name into the darwin Cloud Last Name field. You should leave the name this way until you are ready to close the property to prevent duplicate
Property Import
darwin Cloud matches the property from dotLoop to the property in darwin Cloud by MLS #. This means that you need to make the MLS # field in dotLoop mandatory and train your agents to make non-MLS listings have a unique MLS # (ex. Fsbo-123 Main Street).
We have set up 3 default dotLoop templates that can be imported and modified to fit your needs.
- dotLoop Properties - Our List
- This feed updates existing darwin Cloud Listings
- It does not update the status
- The feed is set to fill dotLoop values in darwin Cloud only if the field is Blank in darwin Cloud
- Pulls loops information
- Where Loop Status is Active Listing
- MLS # cannot be blank, or not unique (ex. FSBO or non-MLS)
- This feed updates existing darwin Cloud Listings
- DotLoop Properties In House
- This feed updates existing darwin Cloud Listings
- It does not update the status
- The feed is set to fill dotLoop values in darwin Cloud Cloud only if the field is Blank in darwin Cloud
- Pulls loops information
- Where Loop Status is Under Contract
- Transaction type is Listing For Sale
- MLS # cannot be blank, or not unique (ex. FSBO or non-MLS)
- This feed updates existing darwin Cloud Listings
- DotLoop Properties Our Sale
- This feed CREATES NEW darwin Cloud properties
- It will create the property in pending status
- The feed is set to fill dotloop values in darwin Cloud only if the field is Blank in darwin Cloud
- you can adjust based on the reliability of the updates being made in dotloop
- Pulls Dotloop Transactions where
- Where Loop Status is Under Contract
- Transaction type is Purchase
- MLS# cannot be blank, FSBO or Non MLS
- This feed CREATES NEW darwin Cloud properties
Pull Mode
- Full mode pulls all records that match the search criteria specified in the "what to pull" section that were added or modified in dotLoop back to the date in the since field. If no date is specified, the date is defaulted to 1 year ago
- Incremental mode pulls all records that match the search criteria specified in the "what to pull section" that were added or modified in dotLoop since the last time the feed was run PLUS the number of minutes in the overlap field. If the feed runs at 3pm and 6pm and the overlap is set to 30 minutes, when the feed runs at 6pm it will get any records added or edited since 2:30pm. If no overlap is specified the overlap is defaulted to 2 days (2880 minutes).
Setup Note
If you are Updating Active Listings with your dotloop feed remember you will need to update any mls media feeds to include the dotloop feed id to the what to pull function
Getting Started
- Send and email to AccountTECH Support stating you would like to turn on the integration
- Make sure you have your dotloop Api Key
- Check whether the email addresses of your agents in darwin match the email addresses in Dotloop
- AccountTECH will Schedule a meeting with you to review this article and how you want some of the preferences configured
- Customization info to gather before the class.
- Gather the dotLoop Property Types values you uses
- During the class you will let us know what SkySlope type of property goes to which darwin Cloud Property type, type Code, Transaction type and Accounting Code
dotLoop to darwin Cloud Field Mapping
Here is the list of the dotLoop Fields that are mapped to darwin Cloud fields and the default update rules
| dotLoop Field | darwin Cloud Field | update Rule |
| Address City | city | IF NULL |
| Address MLS Number | mlsNumber1 | IF NULL |
| Address State | state | IF NULL |
| Address Street Name | streetName | IF NULL |
| Address Street Number | streetNumber | IF NULL |
| Admin Company Name | companyID | IF NULL |
| Appraiser | propertyPeople | ALWAYS |
| Bathrooms | FullBaths | IF NULL |
| Bedrooms | bedrooms | IF NULL |
| Buyer 2 Last Name | propertyPeople | ALWAYS |
| Buyer Attorney Contact | propertyPeople | ALWAYS |
| Buyer Last Name | propertyPeople | ALWAYS |
| Buying Agent Contact | Buyer Agent | ALWAYS |
| Closing Date | estimatedClosingDate | IF NULL |
| Contract Date | pendingDate | IF NULL |
| Escrow Title Contact | propertyPeople | ALWAYS |
| Home Inspector Contact | propertyPeople | ALWAYS |
| Lender Contact | propertyPeople | ALWAYS |
| Listing Agent Contact | List Agent | ALWAYS |
| Listing Date | listDate | IF NULL |
| Listing Expire Datae | expiredDate | ALWAYS |
| Loan Processor | propertyPeople | ALWAYS |
| Loop ID | dotLoopID | ALWAYS |
| Loop Status | Status | IF NULL |
| Lot Size | lotSize | IF NULL |
| Lot Size | lotSizeUnitID | IF NULL |
| Original List Price | listingPrice | IF NULL |
| Postal Code | zip | IF NULL |
| Property Type | accounting classification | IF NULL |
| Property Type | propertyType | IF NULL |
| Property Type | transactionType | IF NULL |
| Property Type | typeCode | IF NULL |
| Purchase Price | sellingPrice | IF NULL |
| Seller 2 Last Name | propertyPeople | ALWAYS |
| Seller Attorney Contact | propertyPeople | ALWAYS |
| Seller Last Name | propertyPeople | ALWAYS |
| Square Feet | squareFeet | IF NULL |
| Square Feet | squareFeetUnitID | IF NULL |
| Year Built | yearBuilt | IF NULL |
Complete DotLoop Field List
Address City (PropertyAddress.city)
Address Country (PropertyAddress.propertyAddressCountry)
Address County (PropertyAddress.county)
Address MLS Number (PropertyAddress.mlsNumber)
Address State (PropertyAddress.stateOrProvince)
Address Street Name (PropertyAddress.streetName)
Address Street Number (PropertyAddress.streetNumber)
Admin Cell Phone (Admin.CellPhone)
Admin City (Admin.City)
Admin Company Name (Admin.CompanyName)
Admin Country (Admin.Country)
Admin Email (Admin.Email)
Admin ID (Admin.ParticipantId)
Admin License Number (Admin.License#)
Admin Name (Admin.Name)
Admin Phone (Admin.Phone)
Admin State (Admin.StateProv)
Admin Street Name (Admin.StreetName)
Admin Street Number (Admin.StreetNumber)
Admin Zip Code (Admin.ZipPostalCode)
Agent ID (AgentID)
Appraiser (Appraiser)
Appraiser Address (Appraiser_Address)
Appraiser Cell Phone (AppraiserCellPhone)
Appraiser City (Appraiser_City)
Appraiser Contract (Appraiser_Contact)
Appraiser Email (Appraiser_Email)
Appraiser Participant ID (Appraiser_ParticipantId)
Appraiser Phone (AppraiserPhone)
Appraiser State (Appraiser_State)
Appraiser Zip Code (Appraiser_Zip)
Bathrooms (property.Bathrooms)
Bedrooms (property.Bedrooms)
Buy Side Commission Split (Financials.BuySideSaleCommissionSplit)
Buyer 2 Cell Phone (Buyer2.CellPhone)
Buyer 2 Email (Buyer2.Email)
Buyer 2 First (Buyer2.First)
Buyer 2 Home Phone (Buyer2.HomePhone)
Buyer 2 Last Name (Buyer2.Last)
Buyer 2 Participant ID (Buyer2.ParticipantId)
Buyer Attorney (BuyerAttorney)
Buyer Attorney Address (BuyerAttorney_Address)
Buyer Attorney Cell Phone (BuyerAttorneyCellPhone)
Buyer Attorney City (BuyerAttorney_City)
Buyer Attorney Contact (BuyerAttorney_Contact)
Buyer Attorney Email (BuyerAttorney_Email)
Buyer Attorney Participant ID (BuyerAttorney_ParticipantId)
buyer Attorney Phone (BuyerAttorneyPhone)
Buyer Attorney State (BuyerAttorney_State)
Buyer Attorney Zip Code (BuyerAttorney_Zip)
Buyer Cell Phone (Buyer.CellPhone)
Buyer City (Buyer.City)
Buyer Country (Buyer.Country)
Buyer Email (Buyer.Email)
Buyer First Name (Buyer.First)
Buyer Home Phone (Buyer.HomePhone)
Buyer Last Name (Buyer.Last)
Buyer Participant ID (Buyer.ParticipantId)
Buyer State (Buyer.State)
Buyer Street Address (Buyer.StreetAddress)
Buyer Zip Code (Buyer.Zip)
Buying Agent (buyingAgent)
Buying Agent Address (buyingAgent_Address)
Buying Agent Cell Phone (buyingAgentCellPhone)
Buying Agent City (buyingAgent_City)
Buying Agent Contact (buyingAgent_Contact)
Buying Agent Email (buyingAgent_Email)
Buying Agent Participant ID (buyingAgent_ParticipantId)
Buying Agent Phone (buyingAgentPhone)
Buying Agent State (buyingAgent_State)
Buying Agent Zip Code (buyingAgent_Zip)
Buying Broker (buyingBroker)
Buying Broker Address (buyingBroker_Address)
Buying Broker Cell Phone (buyingBrokerCellPhone)
Buying Broker City (buyingBroker_City)
Buying Broker Contact (buyingBroker_Contact)
Buying Broker Email (buyingBroker_Email)
Buying Broker Participant ID (buyingBroker_ParticipantId)
Buying Broker Phone (buyingBrokerPhone)
Buying Broker State (buyingBroker_State)
Buying Broker Zip Code (buyingBroker_Zip)
Closing Date (ContractDates.closingDate)
Commission Rate (Financials.commisionRate)
Contract Date (ContractDates.contractDate)
Created (created)
Created By (createdBy)
Earnest Money Amount (Financials.EarnestMoneyAmount)
Earnest Money Held By (Financials.earnestMoneyHeldBy)
Escrow Title (EscrowTitle)
Escrow Title Address (EscrowTitle_Address)
Escrow Title Cell Phone (EscrowTitlePhone)
Escrow Title Cell Phone (EscrowTitleCellPhone)
Escrow Title City (EscrowTitle_City)
Escrow Title Contact (EscrowTitle_Contact)
Escrow Title Email (EscrowTitle_Email)
Escrow Title Participant ID (EscrowTitle_ParticipantId)
Escrow Title State (EscrowTitle_State)
Escrow Title Zip (EscrowTitle_Zip)
Expiration Date (OfferDates.OfferExpirationDate)
Home Inspector (HomeInspector)
Home Inspector Address (HomeInspector_Address)
Home Inspector Cell Phone (HomeInspectorCellPhone)
Home Inspector City (HomeInspector_City)
Home Inspector Contact (HomeInspector_Contact)
Home Inspector Email (HomeInspector_Email)
Home Inspector Participant ID (HomeInspector_ParticipantId)
Home Inspector Phone (HomeInspectorPhone)
Home Inspector State (HomeInspector_State)
Home Inspector Zip Code (HomeInspector_Zip)
Last Updated (LastUpdate)
Lender (Lender)
Lender Address (Lender_Address)
Lender Cell Phone (LenderCellPhone)
Lender City (Lender_City)
Lender Contact (Lender_Contact)
Lender Emai (Lender_Email)
Lender Participant ID (Lender_ParticipantId)
Lender Phone (LenderPhone)
Lender State (Lender_State)
Lender Zip Code (Lender_Zip)
Listing Agent (listingAgent)
Listing Agent Address (listingAgent_Address)
Listing Agent Cell Phone (listingAgentCellPhone)
Listing Agent City (listingAgent_City)
Listing Agent Contact (listingAgent_Contact)
Listing Agent Email (listingAgent_Email)
Listing Agent Participant Id (listingAgent_ParticipantId)
Listing Agent Phone (listingAgentPhone)
Listing Agent State (listingAgent_State)
Listing Agent Zip Code (listingAgent_Zip)
Listing Broker (listingBroker)
Listing Broker Address (listingBroker_Address)
Listing Broker Cell Phone (listingBrokerCellPhone)
Listing Broker City (listingBroker_City)
Listing Broker Contact (listingBroker_Contact)
Listing Broker Email (listingBroker_Email)
Listing Broker Participant ID (listingBroker_ParticipantId)
Listing Broker Phone (listingBrokerPhone)
Listing Broker State (listingBroker_State)
Listing Broker Zip Code (listingBroker_Zip)
Listing Date (ListingInformation.listingDate)
Loan Processor (LoanProcessor)
Loan Processor Cell Phone (LoanProcessorCellPhone)
Loan Processor Participant ID (LoanProcessor_ParticipantId)
Loan Processor Phone (LoanProcessorPhone)
Loop ID (loopId)
Loop Name (loopName)
Loop Status (loopStatus)
Loop View ID (loopViewId)
Lot Size (property.LotSize)
MLS Legal Description (GeographicDescription.mlsLegalDescription)
Original List Price (ListingInformation.originalListingPrice)
Original List Price (ListingInformation.expirationDate)
Parcel Tax ID (PropertyAddress.Parcel_TaxID)
Postal Code (PropertyAddress.postalCode)
Property Type (property.Type)
Purchase Price (Financials.purchasePrice)
Referral Notes (ReferralNotes)
Referral Percentage (ReferralPerc)
Referral Vendor ID (ReferralVendorID)
School District (property.SchoolDistrict)
Sell Side Commission Split (Financials.SellSideSaleCommissionSplit)
Seller 2 Cell Phone (Seller2.CellPhone)
Seller 2 Email (Seller2.Email)
Seller 2 First Name (Seller2.First)
Seller 2 Home Phone (Seller2.HomePhone)
Seller 2 Last Name (Seller2.Last)
Seller 2 Participant ID (Seller2.ParticipantId)
Seller Attorney (SellerAttorney)
Seller Attorney Address (SellerAttorney_Address)
Seller Attorney Cell Phone (SellerAttorneyCellPhone)
Seller Attorney City (SellerAttorney_City)
Seller Attorney Contact (SellerAttorney_Contact)
Seller Attorney Email (SellerAttorney_Email)
Seller Attorney Participant ID (SellerAttorney_ParticipantId)
Seller Attorney Phone (SellerAttorneyPhone)
Seller Attorney State (SellerAttorney_State)
Seller Attorney Zip Code (SellerAttorney_Zip)
Seller Cell Phone (Seller.CellPhone)
Seller City (Seller.City)
Seller Email (Seller.Email)
Seller First name (Seller.First)
Seller Home Phone (Seller.HomePhone)
Seller Last Name (Seller.Last)
Seller Participant ID (Seller.ParticipantId)
Seller State (Seller.State)
Seller Street Address (Seller.StreetAddress)
Seller Zip Code (Seller.Zip)
Side Of Deal (SideOfDeal)
Square Feet (property.SquareFootage)
Transaction Coordinator (TransactionCoordinator)
Transaction Coordinator Address (TransactionCoordinator_Address)
Transaction Coordinator Cell Phone (TransactionCoordinatorCellPhone)
Transaction Coordinator City (TransactionCoordinator_City)
Transaction Coordinator Contact (TransactionCoordinator_Contact)
Transaction Coordinator Email (TransactionCoordinator_Email)
Transaction Coordinator Participant ID (TransactionCoordinator_ParticipantId)
Transaction Coordinator Phone (TransactionCoordinatorPhone)
Transaction Coordinator State (TransactionCoordinator_State)
Transaction Coordinator Zip (TransactionCoordinator_Zip)
Transaction Type (transactionType)
Year Built (property.YearBuilt)