How to Sync Deals from Zipi to SkySlope

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Syncing deals from Zipi to SkySlope

  1. If you have manually created a deal in Zipi, you will have the option to connect this deal to  SkySlope. 
  2. Click the SkySlope icon on the deal summary page
    Note: This can be done for draft deals as well. 

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  3. Click Connect to SkySlope

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  4. You have the option for either searching for a transaction or creating a new one

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Search Transaction

This lets you connect 2 existing entities (a Zipi deal with a SkySlope transaction)

  1. Search for the deal you want to connect to

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  2. Click on the deal

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  3. Hover over the green icon to view the message. This means that depending on what system you choose in the next step, your primary agent will either be the one you set in Zipi or SkySlope

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  4. Click Establish Connection

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  5. Next, you will be asked to resolve any conflicts by choosing what system has more priority. If you select Zipi, the details you entered in SkySlope will be overridden 

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  6. Once you choose a system, click Start Sync

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  7. On successfully syncing the deal, you will see a green checkmark next to it

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  8. You can click on the deal to view its connection history

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Create New Transaction

This lets you create a new SkySlope transaction or listing based on a Zipi deal. 

Note: If the deal is Zipi has the Opportunity or Active statuses, a listing will be created in SkySlope. If the deal in Zipi has any other status, it creates a transaction in SkySlope.   
      1. Click Push Deal to SkySlope

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      2. You will then be asked to add more information for the deal
        Note: You may or may not see more fields on this page depending on how much information you provide in Zipi

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      3. Once you have filled out all the details, click Proceed

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      4. If you have added a seller in Zipi

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      5. If you don't add a seller in Zipi, you will need to create one in SkySlope

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      6. Add the details and click Sync Contacts

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      7. You will now see the deal in Zipi with the status Active

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