How to Integrate your Dotloop Account with Zipi

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This article will guide and assist all Zipi users on how to integrate their Dotloop account with Zipi. 

  1. To link Zipi to your Dotloop account, go to Profile at the top left of the page

         Note: Profile should be set to Company. 
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2. Click your Initials on the top right corner. 
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3. Choose Apps from the dropdown menu
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4. Under Company Addons, click Connect on the Dotloop card
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  1. In the next screen you will be asked to allow Dotloop to access data in your Zipi account, click Allow

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  2. Next, you will be asked to authorize the applications

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    Note:
    If you are not logged into Dotloop, you will be asked to login first
    You will next be asked to approve Zipi accessing your Dotloop account

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  3. You will now receive a success message at the top of your screen as shown below

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Note: If a user stops the Integration process midway this is the process to complete it: Completing the Dotloop Integration

 

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