To create seamless synchronization between apps (Dotloop, SkySlope, Brokermint, and Follow Up Boss), you need to map an API's fields to your internal Open To Close (OTC) fields. Applying API Field Map Templates is important when importing transactions into OTC because it’s the first step to facilitating content migration and data integration.

Adding and using Category can help you organize your templates in such a way that it makes the template visually easier to locate.

You can edit/delete the category you created by clicking Manage Categories.

You can organize your templates according to your preference which can be done by clicking the Sort Templates button. The right-side panel will open and you can drag and drop the API field map templates into your desired order.

This button will allow you to create a new API field map template.

The search box allows you to easily find the template that you’re looking for especially if you have lots of API field map templates saved in the system.

In renaming a template, click the template name, type in the new name, and hit the check button to save the changes.

The Edit button will allow you to modify your API field map template. The Options are for cloning and deleting an API field map template.

API shows the type of API Profile you currently have on each template.

Step 1:

From the dashboard screen, go to the hammer icon and select Templates.

Step 2:

Go to the API Field Map Templates, and click Add New.

Step 3:

Choose an API (Dotloop, SkySlope, Brokermint, or Follow Up Boss) then enter the template name and hit Create.

Step 4:

Click the Edit button to customize the API Field Map.

Step 5:

Choose the correct fields that you want to assign to your OTC account.