This feature is only available on the Shaker Advanced plan. Contact support for access.
In this article:
How to Connect Your Skyslope Account
Click "Settings" on the left menu
Click "Integrations" under your Account Settings
Locate the SkySlope integration card and click the "Add" button
Plug in your "Access Key" and "Access Secret"
Where do I find my SkySlope "Access Key" and "Access Secret"?
This article from SkySlope will show you exactly how to generate the Access Key and Access Secret that you will need to connect Shaker with your SkySlope Account. Generating Integration Keys in SkySlope
Once connected we can never see the secret again as they are immediately encrypted.
Role Mapping
In order to sync contacts from transactions in SkySlope, to deals in Shaker you will need setup role mapping. To map a role, Match the SkySlope contact types (left side) to the corresponding role in Shaker from the dropdown menu.
If you have a SkySlope contact type that does not have a corresponding role in Shaker, you will need to add that role to your settings.
How the Shaker and Skyslope Integration Works
The SkySlope integration has the following benefits
Import existing transactions in SkySlope to Shaker including Purchase Data, Buyers, Sellers, and Vendors.
Create new transactions in SkySlope from Shaker Deals
Send automatic updates to SkySlope transactions from Shaker
Send documents from Shaker to Skyslope
Importing a deal from SkySlope
When importing a deal from SkySlope, Shaker will also import the buyers or sellers associated with the deal.
*Note* Shaker will check to see if a contact already exists via a contact's email address to prevent uploading duplicate contacts. However, if the contact exists in Shaker and an email address isn't saved either on the Shaker contact or on SkySlope it will create a new record.
Go to the Deals page and click +New Deal" towards the top-right corner of the page
Click the "Import Deal" button in the top-right corner of the page and select the SkySlope option
Select the Office and Agent for the deal
Select whether it is a Purchase or Listing
Select the Transaction you wish to import
Click the "Import Deal" Button in the bottom-right corner of the page
Select the Deal Stage you want the transaction to be placed in
Click the "Set Stage" button in the bottom-right corner of the page
Select the team member or vendor that will fill the agent role on the deal
Fill in any deal details that may not be found on the SkySlope Transaction
Click the "Set Stage" button on the bottom-right corner of the page
Creating a SkySlope Transaction from Shaker
Go to the Deals page
Click on the Deal you wish to send to SkySlope
Click the "Actions" button under the deal address in the left-side column
Click "Send to SkySlope"
Select the Office, Transaction Type, Agent, and Checklist
Click the "Create a Listing/Purchase" button
You're done! Feel free to click the "View in SkySlope" button
Required fields/error: If you are receiving an error message, you may need to fill out one of Skyslopes required fields. See which fields are mandatory and which fields can be set to "not required" in this article.
Link an existing Shaker Deal to an existing SkySlope Transaction
In the event you have already created a deal in Shaker and want to link it to a Transaction you've previously created in SkySlope, you will want to follow these instructions.
Go to the Deals page in Shaker and open the Deal you would like to link
Click the "Actions" button under the address in the left menu
Click the "Send to SkySlope" option
Click the "Link to an existing Purchase/Listing" button towards the bottom of the pop-up
Select the Office, Transaction Type, and Transaction
Click the "Link a Purchase/Listing" button
You're done. You will see a small green message at the top of the page to let you know it was successful
Important Things to Know:
Refreshing Data:
Once a deal has been linked, future updates within Shaker will automatically update the corresponding data in SkySlope, however, new updates made in SkySlope will not automatically update in Shaker. To ensure your Shaker account has the most up-to-date information from SkySlope, you will want to utilize the "Sync from SkySlope" function.
Open the deal you would like to sync
On the left side of the deal page, locate the "Connections" section
Click the Sync Icon (will read "Sync from SkySlope" when you hover over it)
You're done. You will see a small green message at the top of the page to let you know it was successful
Unlinking a Shaker Deal from a SkySlope Transaction
Open the deal you would like to sync
On the left side of the deal page, locate the "Connections" section
Click the "-" symbol (will read "Unlink from SkySlope" when you hover over it)
You will be prompted to confirm that you would like to unlink the Shaker deal from the SkySlope transaction.
Click "Ok"
You're done. You will see a small green message at the top of the page to let you know it was successful
*Note* Unlinking a deal from a transaction does not delete the transaction in SkySlope.
Limitations:
Due to SkySlope's API permissions, documents will not be sent from SkySlope to Shaker but documents can be sent from Shaker to SkySlope.
Shaker can only sync one contact per contact type to Shaker. For example, if you add a 2nd attorney in Skyslope, Shaker will only have access to the primary attorney.