Dotloop is the complete real estate transaction management solution that empowers agents and brokers to get deals done. The backup will happen one time at activation, the sync is ongoing and happens as often Stay compliant with a complete record of every action taken during the transaction. Are my tools compatible with each other? It is part of the Office ecosystem and is considered the industry standard for spreadsheets. Setup your own reusable documents. But if youre not syncing dotloop with Google Sheets, you could be missing out on a valuable time-saving tool that effortlessly syncs data between the two systems, enabling the information to auto-populate and bypass the need to continually make updates to both systems. Get started with our Google Sheets integration today! At the bottom of the page, select to go to the People page. All of your documents in Google Drive without all the hassle! You can then use this file to import your contacts to another email account. Certainly! Quickly fill out PDFs you upload or load in some of our ready-to-use templates. At the bottom of the page, select Save to save "contacts.csv" in your default Downloads folder. and folders that are not marked as 'archived' attached to that loop. At the top of the side panel, select to go to the People page. $ 15 /month. If you would like to learn more about the Report Builder check out our recorded webinar. Or, select the arrow next to Save and select Save as. With each additional product you use, youre introducing more complexity, as well as data integrity and security risks. You'll likely have a lot of empty cells. Youve spent years lovingly maintaining and creating all that data in dotloop and it would be a shame to lose access to it. Communities help you ask and answer questions, give feedback, and hear from experts with rich knowledge. More time to work on other things. That's normal. When you first set up your Google Account on your phone, youll be asked if you want to back up your data. Select Finish. You can back up the contacts stored on your phone or SIM card. Trigger on changes to cells in this column only. Choose the account you want to sign in with. Choose Finish to start exporting your contacts immediately. No more mystery calls, know which client is emailing, calling or texting without having to open dotloop. To learn more about why dotloop is leading transaction management software for real estate professionals, check out dotloop.com/value. Microsoft Excel. Tip:To restore contacts from other apps, like Outlook or WhatsApp, youll need to re-install those apps. The problem? To avoid duplicates, your phone restores only contacts that it doesn't already have. Choose one or more accounts to export contacts from. According to Realtor magazine, lawsuits concerning contracts can be filed up to 10 years after a transaction, so it is important to keep the files meticulously organized and stored in a safe place. Log on to Google Contacts. Step 2: Click on the Reporting Icon Step 3: Click on Report Builder Step 4: View past reports or create a new report Step 5: Name your report Step 6: Select the loop status (es) you would like included in your report On the far right of the toolbar, select Manage > Export contacts.. See What version of Outlook do I have? Your restored contacts also sync to your current Google Account and other devices. You can use your computer to transfer contacts to another email account. You can unlock dotloop Premium at $31.99/month or save with a yearly subscription of $314/year (18% off). Choose Browse, name your file, and choose OK. A single contact: Check the box next to the contact name. By clicking Sign Up, you agree with dotloop's, dotloop and PEOPLEWORK, NOT PAPERWORK are registered trademarks of DotLoop LLC. API Nation's dotloop to Google Drive Backup and Sync Integration Easy to Set-Up Going through all your loops and recording every bit of information would take hours, if not days. Choose the solution trusted by banks, brokerages, and hundreds of thousands of professionals. Have one massive file with multiple pages? We will only update columns you provide, leaving all others untouched. Bank-grade encryption. Finds a row by a column and value. When you click this arrow, you will see options to filter or sort your data. We suggest you open the .csv file in Excel to examineand edit the data before importingto another program. Choose Next. Within minutes, all your dotloop contacts will automatically appear in your Google Contacts, phone, email or tablet. On the toolbar, select Manage > Export contacts. API Nation offers a simple solution for the BEST record keeping for real estate professionals: Sync Dotloop loops with transactional paperwork to Google Drive and add copies of emails, advertisements, and photos to the each corresponding loop in Google Drive. Tap Google. You'll likely have a lot of empty cells. Now that your contacts are copied to a .csv file, you can import them to another computer with Outlook for Windows on itor import them to another email service. This backup will create 3 Google Sheets in Google Drive with all the info for your dotloop loops, You can't add more hours to the day. A dotloop expert is at your reach to ensure your and your business get the most out of dotloop. Dotloop has partnered with 190+ local and state associations to provide you with comprehensive forms coverage in addition to hundreds of MLS feeds. once. Which platforms are designed to scale along with my business? $ 10 /month. The result is an easier, time-saving way to identify any trends or issues, track performance and plan for the future. How-to Have Contacts from Your Dotloop Loops Instantly Sync to Your Phone, Gmail and Tablet STEP 1: Enable Google Contacts By default, all Android phones contain the Google Contacts app. We break it up into chunks and run regularly until we get everything. By storing contact info with the property address under the Company Name field, the address will appear directly under the name on your phone. And because dotloop touches all stages of the transaction, it gives you real-time visibility into your entire business. Currently, most real estate professionals use 40+ applications to run their businesses. If you don't, you'll run into some sorting and filtering problems - namely, the selected columns will be sorted and filtered, while the unselected columns will remain unchanged. Adds a new row to the end of a worksheet. Confirm where your new contacts file will be saved on your computer, and choose Next. 3. Create turnkey transactions in seconds with all the necessary forms, people, and tasks. Choose Browse, name your file, and choose OK. Thankfully, API Nation has created an easy productivity hack for every real estate agent who has a dotloop profile, a Gmail account with Google Contacts, and a smartphone (either iPhone or Android). Open your phone's Settings app. Triggers when a new row is added to a table in a spreadsheet. By signing up, you agree to Zapier's .css-1c67wam-Link[class][class][class][class][class]{all:unset;box-sizing:border-box;-webkit-text-decoration:underline;text-decoration:underline;cursor:pointer;-webkit-transition:all 300ms ease-in-out;transition:all 300ms ease-in-out;outline-offset:1px;-webkit-text-fill-color:currentColor;outline:1px solid transparent;}.css-1c67wam-Link[class][class][class][class][class][data-color='ocean']{color:var(--zds-colors-blue-jeans, #3d4592);}.css-1c67wam-Link[class][class][class][class][class][data-color='ocean']:hover{color:var(--zds-colors-night, #2b2358);}.css-1c67wam-Link[class][class][class][class][class][data-color='ocean']:focus{color:var(--zds-colors-blue-jeans, #3d4592);outline-color:var(--zds-colors-blue-jeans, #3d4592);}.css-1c67wam-Link[class][class][class][class][class][data-color='white']{color:var(--zds-colors-neutral-100, #fffdf9);}.css-1c67wam-Link[class][class][class][class][class][data-color='white']:hover{color:var(--zds-colors-neutral-500, #a8a5a0);}.css-1c67wam-Link[class][class][class][class][class][data-color='white']:focus{color:var(--zds-colors-neutral-100, #fffdf9);outline-color:var(--zds-colors-neutral-100, #fffdf9);}.css-1c67wam-Link[class][class][class][class][class][data-color='primary']{color:var(--zds-colors-blue-jeans, #3d4592);}.css-1c67wam-Link[class][class][class][class][class][data-color='primary']:hover{color:var(--zds-colors-night, #2b2358);}.css-1c67wam-Link[class][class][class][class][class][data-color='primary']:focus{color:var(--zds-colors-blue-jeans, #3d4592);outline-color:var(--zds-colors-blue-jeans, #3d4592);}.css-1c67wam-Link[class][class][class][class][class][data-color='secondary']{color:var(--zds-colors-neutral-100, #fffdf9);}.css-1c67wam-Link[class][class][class][class][class][data-color='secondary']:hover{color:var(--zds-colors-neutral-500, #a8a5a0);}.css-1c67wam-Link[class][class][class][class][class][data-color='secondary']:focus{color:var(--zds-colors-neutral-100, #fffdf9);outline-color:var(--zds-colors-neutral-100, #fffdf9);}.css-1c67wam-Link[class][class][class][class][class][data-weight='inherit']{font-weight:inherit;}.css-1c67wam-Link[class][class][class][class][class][data-weight='normal']{font-weight:400;}.css-1c67wam-Link[class][class][class][class][class][data-weight='bold']{font-weight:700;}terms of service and privacy policy. 2023 DotLoop LLC. Choose the account you want to sign in with. Office / Team. GetApp named dotloop the 2022 Leader in the Real Estate Transaction Management category with an overall score of 99 out of 100 and 18 out of 20 for the following criteria: Ease of use, value for money, functionality, likely to recommend and customer support. This is is to help you avoid having to connect multiple systems to complete the transaction management process. Go to Google Contacts. Step 1: Ensure you are in your admin profile You can only access the report builder while you are in your admin profile. To easily deselect all of the column options, un-check the SELECT ALL box. Choose Open & Export > Import/Export. Note:If you're exporting to another Outlook program that isn't a Microsoft 365 or Microsoft Exchange account, you'll want to save this as a .pst file to import. You and your agents can create as many transactions (Loops) as they want. Dotloop for Teams offers the ability to act on behalf of your agents while tracking who completed what action. All contacts: Check the box next to any contact and in the top left, click Selection Actions All. Extensive knowledgebase with instant answers. Next we need you to connect both Google Drive and Google Sheets. Gain real-time visibility into all deals, create custom review stages and standardized transactions with custom loop templates to make compliance fast and easy. Tap the phone with the contacts to copy. Here's how: In Outlook on the desktop, choose File > Account Settings > Account Settings. Now that your contacts are copied to a .csv file, you can import them to another computer with Outlook for Windows on itor import them to another email service. Can I connect my CRM to my transaction management software? The dotloop app turns your phone into a mobile scanner - converting pictures into editable PDFs. Generally we recommend closing the file without saving any changes; otherwise the file might get messed up and you won't be able to use it for importing. Making sure you have all your contacts and documents would take even more time. Choose Open & Export > Import/Export. Take advantage of our 10-minute discovery call to schedule a demo and to get a personalized quote. May be required depending on your Dotloop account settings. Heres how it works: By default, all Android phones contain the Google Contacts app. 2. $10 per month for agents or $25 per month for teams and admins. With dotloop you can provide each office its own dashboard and create a hierarchy compliance model. Action. Other custom Sharepoint sites are currently not supported. Over 1,200 Brokerages and Teams switched to dotloop last year. Play around with this feature: you can sort from largest to smallest, smallest to largest, etc. Include a PDF version of any document when sharing with others. Easily fax documents directly from dotloop. As a business owner, you have a toolset that youve invested in and its critical that the systems that you implement are able to speak to one another. DOTLOOP 2.0 Our most intuitive and capable transaction experience is now in beta. At dotloop, theres a strategic initiative to unlock the power of all the apps agents and brokers use everyday. Stay in the loop with instant email and push notifications that can be customized. Outlook doesn't display any message when the export process is complete but the Import and Export Progress box goes away. The last thing a busy agent or admin wants to do is re-type every contact from dotloop into a phone book. Think about it this way: Today, your smartphone is your GPS, calculator, camera, notepad, flashlight and much more - all in one device, which makes your life so much easier. Google Sheets. 1. About Press Copyright Contact us Creators Advertise Developers Terms Privacy Policy & Safety How YouTube works Test new features NFL Sunday Ticket Press Copyright . To select one of the options or multiple, depending on what youre filtering for then hit OK. Select Comma Separated Values > Next. To check if your Google Contacts are synced to your iPhone/iPad, go to Settings and click on Accounts & Passwords. Make sure that your Gmail account is connected and that your Contacts are turned on (green). Choose Export to a file. When you export your contacts from Outlook, a copy of your contacts is saved to a CSV file, or other file type. Or, select the arrow next to Save and select Save as. 2023 DotLoop LLC. Easy automation for busy people. Leverage your transaction data to inform the decisions for your business and to better understand what is actually working. Zapier moves info between your web apps automatically, so you can focus on your most important work. Make sure to select all columns! This will remove the filter and the data that was being temporarily hidden by the filter will be unhidden. Zapier lets you send info between Dotloop and Microsoft Excel automaticallyno code required. Connect dotloop with over 75 real estate platforms through seamless integrations. A drop-down arrow will appear next to each column header. ** Alternatively, you can use the Sort/Filter button on the HOME tab at the top of the Excel spreadsheet to filter. Full visibility into your business performance through online charting and data export. Click Export. Can I easily create automations with my current tech stack. Categories Search Reset Search CRM and Lead Generation Zillow Premier Agent Learn More MoxiEngage Learn More Chime Learn More Follow Up Boss Learn More kvCORE Learn More RealGeeks Learn More Have multiple offices? With the current high level of real estate market activity, lawsuits against realtors, brokers, mortgage lenders, appraisers and other real estate professionals are on the rise across the country. If youre ready to set up that integration, head over to our 3 step dotloop to Google Drive walkthrough. Under the email account you want to export contacts from, select Contacts. Securing data is really not exciting. Choose Browse, name your file, and choose OK. Click Approve to authorize API Nation to use your dotloop account. Finds a row by a column and value. To clear or remove one, multiple, or all filters, click on the drop-down arrow for the filter you would like to clear/remove and select the CLEAR FILTER FROM [Column Name]. Many admins and brokers, for example, use Google Sheets to gain at-a-glance visibility into the status of their transactions. Verified by 3rd party auditors. To change this setting: Important: You can't restore a backup from a higher Android version onto a phone running a lower Android version. See What version of Outlook do I have? participants and people respectively. Insurance is not exciting. On the toolbar, select Managecontacts > Export contacts. Generally we recommend closing the file without saving any changes; otherwise the file might get messed up and you won't be able to use it for importing. Thats it! Restoring data varies by phone and Android version. So you can click Start and then get back to doing what you love, while we do what we love. Import your contacts from Google Gmail to Outlook. Tap Restore contacts. Agent. In a similar manner, dotloop gives you eSignatures, a robust document editor, online storage, compliance, reporting and much more. Access dotloop on the go from iOS or Android devices. If you're an iPhone user and you've set up your Gmail account on your iPhone and/or iPad, then Google Contacts will automatically appear on your iPhone/iPad too. In Outlook, you can export your contactsto a Comma Separated Values (.csv) file tomove them to another email program. Phone, chat and email support 7 days a week. Choose Export to a file. On the toolbar, select Managecontacts > Export contacts. $ 35 /month. Here's how: In Outlook on the desktop, choose File > Account Settings > Account Settings. Gain insight on your brokerage's transactions in real-time, from anywhere. Edit, share, view and sign documents via text with full tracking of all activity. That's normal. Thats why we put this really simple yet powerful integration together. *As rated by GetApps 2022 comparison for Real Estate Transaction Management Softwares. To continue narrowing down your data, you can continue applying filters on as many columns as you would like. Setup your own reusable task lists. Do Even More with Google Drive + Google Sheets. If you lose or need to replace your phone, you can restore these contacts on the new phone. If that happens you can always run the export process again and create a new file. Export from Outlook app Export contacts from Outlook to a CSV file or Excel Export email, contacts, and calendar to a PST file Import to Microsoft 365 Import contacts to your Office 365 mailbox Export from Microsoft 365 Export contacts from your Office 365 mailbox Import to Outlook.com Import contacts to an Outlook.com or Hotmail.com account Below, youll learn how to use Excel to sort and filter your data. Or, select the arrow next to Save and select Save as. With Zapier, you can do more than just connect 2 appsyou can automate entire processes from beginning to end! Multiple contacts: Check the boxes next to all the contacts you want to export. It can take days (or sometimes even weeks) to get all of your data from dotloop. API Nations dotloop to Google Drive Backup and Sync Integration, You are in the process of changing brokerages, You want your data in an easy-to-import format, You want to make sure you have everything backed up to make compliance way easier, Backing up data is how you unwind after a long day. If you dont, youll run into some sorting and filtering problems namely, the selected columns will be sorted and filtered, while the unselected columns will remain unchanged. Choose to export all contacts or only contacts from a specific folder, and then select Export. (If youre already signed-in into your dotloop account, you wont see this screen.). Adds a new row to the end of a specific table. Case in point: API Nation has teamed up with dotloop to help you easily sync all your data in dotloops end-to-end transaction management platform with Google Sheets, simply by using this one interface. At dotloop, we strongly believe in the power of data and empowering you with data to run your business as effectively as possible. Create a new record or update an existing record in your app. Do Not Sell or Share My Personal Information. Sign-in to your dotloop account. Do Not Sell or Share My Personal Information. You can then use this file to import your contacts to another email account. as every 5 minutes. $ 25 /month. If you have any questions, you can always contact our support team at support@apination.com These time savings allow real estate professionals to focus on their expertise, not the monotony of managing systematic tasks like reentering data on a spreadsheet that could otherwise run on autopilot to leverage those synced platforms. At the bottom of the page, select to go to the People page. You can't restore a backup from a higher Android version onto a phone running a lower Android version. Click Export. World-class protection. Learn about syncing. Top companies trust Zapier to automate work and free up time. THIS STEP IS KEY especially if you're borrowing a friend's computer: In the Select folder to export from box, scroll to the top if needed and select the Contacts folder that's under your account. If that happens you can always run the export process again and create a new file. You wont need to restore contacts this way. It can take The checked options will be the only ones that show up on the spreadsheet; note that your other cells have not been deleted, but have just been temporarily hidden. You should see regular updates to your Google Drive files. Zapier is the next best thing. Note:The exported contact is in the Download file. Store commonly used real estate contract clauses and save time. Step 4: Select the data you want to send from one app to the other. Find existing data in your app, or create a new record if no data is found, Quickly automate Dotloop and Microsoft Excel workflows with Zapier's templates, Create rows in Microsoft Excel for new Dotloop loops, Create loops in Dotloop for new rows in Microsoft Excel. If your ribbon doesn't have a File option in the top left corner, you're not using Outlook on a PC. Step 3: Choose a resulting action from the other app. Triggers when a new row is added to a worksheet in a spreadsheet. Import and export Outlook email, contacts, and calendar. If your email is listed correctly, then hit "Next." If not, then connect another account using the button below. When you're ready, click "Connect dotloop" and login to your dotloop. To sync your dotloop data with Google Sheets, you can simply navigate to the API Nation page where you'll find a list of all available dotloop syncs, including Google Calendar, Loop-It for Gmail, Google Contacts and Google Sheets. With dotloop, you can create up to 10 free real estate transactions and access all the essential tools to deliver a superior client experience: Access MLS and Association forms Download the free mobile app (iOS and Android) Edit, share, eSign and store documents Manage task lists Track interactions with a real-time activity log and more! Click Allow to allow API Nation to access your Google Account. Step 2: Pick one of the apps as a trigger, which will kick off your automation. Under the email account you want to export contacts from, select Contacts. Returns the entire row if one is found. Maximize budget allocation by easily tagging transactions with the lead source and create reports that tell you which channels are generating quality leads. Find solutions to common problems or get help from a support agent. These Integrations will work for Brokerage, Team, or Agent level accounts. On the toolbar, select Manage > Export contacts. Note:The exported contact is in the Download file. Dotloop for Teams gives your team the control and collaboration to operate like a brokerage. THIS STEP IS KEY especially if you're borrowing a friend's computer: In the Select folder to export from box, scroll to the top if needed and select the Contacts folder that's under your account. Select File. Learn how to check and update your Android version, On your Android phone or tablet, open the Contacts app. Choose Browse, name your file, and choose OK. Step 1: Find Contacts Contacts is located on the left side of the screen in the People section of your account. Once you have selected the appropriate role, more information will be presented to fill. If you don't want to copy contacts from your SIM card or phone storage, turn off SIM card or Device storage. Step 2: Click on the person you want to edit Step 3: Add or edit contact information Step 4: Click Save Facebook Twitter LinkedIn Related articles Add a Person to a Loop Removing People from a Loop Add to My Team Choose the account you want to sign in with. Easily have clients eSign from your mobile device or computer. Triggers when a new worksheet is added to a spreadsheet. Choose Comma Separated Values. If youre an iPhone user and youve set up your Gmail account on your iPhone and/or iPad, then Google Contacts will automatically appear on your iPhone/iPad too. Choose Comma Separated Values. Under Which contacts do you want to export, click a contact group or All Contacts). In the left column, click More. Step 1: Authenticate Dotloop and Microsoft Excel. Use as many loops as you want for your online transactions, Quickly fill out PDFs you upload or load in some of our ready-to-use templates. Choose Next. Save common contract clauses to save time. days (or sometimes even weeks) to get all of your data from dotloop. Making deals, now thats exciting! You can even have it stored locally and ready in case the internet is unavailable. You can either follow the steps in the video above or follow these step-by-step instructions. Outlook. Log in to your Dotloop account. Going through each of your loops individually to find all of your documents and putting them into Google Drive. Choose Finish to start exporting your contacts immediately. Making sure you have all your contacts and documents would take even more time. Zapier checks for new data every 15 min on the Free plan. Can I connect my accounting platform to my transaction management software? With 5,000+ supported apps, the possibilities are endless. Then, uncheck all of the options that you would like to remove from the spreadsheet, or uncheck SELECT ALL and check only the options you would like to remain. This integration eliminates the need to go through all that tedious work and secures your data in a fraction of the time. Easily share secure, public links to a set of offer documents for any of your listings. ** For a quick way to remove all filters from the data, deselect the FILTER button on the DATA tab. Last month, we released the Report Builder, an ad hoc reporting tool allows you to download a CSV file of your loop (transaction) data. and go to where you want to save your .csv file. In the top left, click More actions Export. Get control of your business. We will grab the first matching row and give you all of its values. When you export your contacts from Outlook, a copy of your contacts is saved to a CSV file, or other file type. To back up your contacts, select Google CSV. Not at all. Once you're viewing the loop, you have two choices: you can export all the documents within a folder or export documents one at a time: Download a Folder Agents, Admins, and Brokers can sync their Outlook Contacts with dotloop to always have access to clients and colleagues. You can use Excel to update the information in your .csv file. NOTE that this defaults to the root of the drive. Import and export Outlook email, contacts, and calendar. API Nation offers 2-weeks free and then bills $5/month thereafter with the option to cancel anytime. The spreadsheet will now only show data that matches the criteria for the filters that have been applied.

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