Import Dotloop Transactions to OTC

Step 1:

There are 3 ways to import your transaction from Dotloop to your OTC account.

From your dashboard in the upper right corner, click the + Add button and choose Import Dotloop.
From your dashboard widgets, click the Property button and choose Import Dotloop.
From your properties menu on the left sidebar, click the Property button and choose Import Dotloop.

Important:

If you haven’t connected your Dotloop yet to your OTC account, click Authorize Dotloop. You will be asked to log in to your Dotloop account and approve to authorize OTC to access all profiles within your dotloop account.

Step 2:

Choose one of the Dotloop Profiles.

Step 3:

Select the property transaction that you would like to import. You can also apply your API Field Map Template for Dotloop and click the arrow icon.

Step 4:

Fill out the Details tab.

These are the required fields that you need to complete.

Team
Team User
Property Title - please ensure to remove all special characters to avoid any error messages and lag issues.
Choose the Client Type and Status

Step 5:

Go to the Contacts tab and choose contacts you'd like to import or update into your property.

You can select All or choose the contacts you want to import and update (if the contact exists)
You can also update their contact role from the drop-down menu.

Step 6:

Dotloop documents can be imported and mapped to your property folders and/ or file placeholders after you have imported this loop.

Step 7:

You can also apply your saved Property Templates.

Step 8:

Set your Details Tab and Communication Tab.

Step 9:

Click the Import Loop button.

Please note: This could take a few minutes if you are importing documents.

Tip: We recommend creating an API Field Map Template to save time, standardize your process and increase productivity.