This page will provide a general overview and configuration requirements for the Propertybase integration. A complete list of Dotloop fields and corresponding Propertybase fields can be found at the bottom of this page as a downloadable PDF attachment.
Note: Haven't integrated Dotloop with Propertybase yet? Contact your account executive for more information.
The following requirements must be met before configuring the integration.
- The dotloop integration package must be installed in your Propertybase account. Contact your account executive or Propertybase Support for more information.
Once prerequisites have been met, follow the steps below to activate this integration.
- Click the App Launcher in the top left corner of the screen, then click Control Center.
- From the Control Center, click Dotloop.
First, we need to setup OAuth. This is how Propertybase communicates with your Dotloop account.
- Click Setup OAuth in the lower right corner of the screen.
- On the next screen, sign into your Dotloop account.
- When prompted, click Approve.
- Once successfully authorized, click Close Window.
- Next click Get/Refresh Profiles and Templates to load in necessary template files.
At this point all checks should be resulting "Done" under Integration Status (as shown below.)
Nice work! Your Propertybase and Dotloop accounts are now connected.
Next let's add the Dotloop component and appropriate fields to our page layouts for Listings, Offers and Closings.
- Open any Listing record, then click the gear icon in the top right menu and click Edit Page.
- Drag the Dotloop component (under the left side Custom - Managed list) to right above Activity and Chatter.
- Click Save in the top right corner of the page.
- Click Back.
Now that we've added Dotloop to our Listing page layout, let's create our first loop!
- Open a Listing record that you would like to integrate with Dotloop.
- Click the LOOP IT button on the right side of the screen.
Magic! You just created your first Loop with Propertybase.
- Log into Dotloop and you should see your new Loop.
The image below shows our Propertybase Listing on top and the Loop we just created on the bottom.
- Click the new Loop from your Dotloop account.
- Click view details under the Loop title.
On the next page, scroll down until you get to the "LISTING INFORMATION" section. Let's add some of those fields to Propertybase. After that, we'll populate them with data and demonstrate how to import that data back into Propertybase.
- From any Listing record, click the gear icon in the top right menu and click Edit Object.
- On the left side of the screen, click Page Layouts.
- Click Sale under Page Layouts.
Let's add the following fields from the "LISTING INFORMATION" section in Dotloop, to our page layout. Don't worry - you can always add or remove additional fields later.
- Expiration Date
- Listing Date
- 1st Mortgage Balance
- 2nd Mortgage Balance
The image below demonstrates how to add "Expiration Date" to the page layout.
- Continue adding fields until you have added the four fields listed below.
Note: Hovering over a field will display the API Name. All Dotloop fields start with "pba_dl.".
- When finished, click Save at the top of the screen.
Configure Offers and Closings
Repeat all steps above for the Offers and Closings objects.
Note: Skipping this step will result in your Dotloop integration failing.
If an Offer or Closing record is not associated with a Listing with a Loop, the system will display an error.
Once you have setup communication between your Propertybase and Dotloop accounts and configured page layouts for Listings, Offers and Closings - you are ready to syncronize some data. Let's explore that below.
Data synchronization between Propertybase and Dotloop is a two-way process. Data syncs from Propertybase to Dotloop and also from Dotloop to Propertybase. Any available Dotloop field can be mapped to a Propertybase field.
- Open any Listing, Offer or Closing record (in the example below, we use a Listing.)
- Scroll down until you find a Dotloop field.
- Enter data into those fields (demonstrated below.)
- Once you've saved your changes, scroll to the top of the page and click Update Loop.
Done! Your Propertybase data is now in Dotloop.
Note: You can also pull information from Dotloop by clicking the Copy from Dotloop button.
When you create a new Listing in Propertybase, the status is automatically set to Off-Market. For obvious reasons, Dotloop does not accept "Off-Market" as a Listing status. Default Propertybase/Dotloop mappings for Listing status are shown below.
Changing the Listing status to one shown above will resolve the "Status of "Off-Market" is not mapped for dotloop" error.
In addition to the default mappings that come with the Dotloop integration, it is possible to create your own custom mappings. Custom mappings can be added through the Settings object. We will expand more on this in the next section.
In the steps below we explore how to create a custom mapping. This section assumes you are familar with how to create a custom field in Propertybase. In this example we are going to map a custom Listing field to the Dotloop field "MLS Number".
- Open the Settings tab.
- In the list of settings, click dotloop_listingmappings.
- Click Edit in the top right corner of the screen.
- Remove the current field name for MLS Number and replace with your custom field name.
- Click Save.
Done! You can now sync data between your custom field and dotloop.
Note: You can reset mappings to their defaults by clicking the Reset Default Mappings button in the dotloop control center page.