darwin Cloud SkySlope Integration V2

darwin Cloud SkySlope Integration V2

Getting Started

  • Send an email to AccountTECH Support stating you would like to turn on the integration
    • AccountTECH will send you a list of your active agents with their atGUIDS and emails to send to Skyslope support so Skyslope support can fill in the Public_IDs for your existing agents
    • AccountTECH will load the 5 feed templates in to your software
    • AccountTECH will schedule a meeting with you to review this article and how you want some of the preferences configured http://atclass29.apptoto.com/
  • Customization information to gather before the class:
    • If possible, create an API key in Skyslope and send it to us securely using  http://PrivNote.com
    • Gather the names of your checklists in Skyslope
    • During the class you will let us know what SkySlope checklist goes to which darwin Cloud Cloud Property Type, Type Code, Transaction Type and Accounting Code
    • Once Skyslope has loaded the atGUIDS to your agent's profiles and you have updated any blank or non-unique MLS numbers on your active and pending transactions, we will schedule your feeds.

Create API key in Skyslope

  • An AccessKey and Secret are issued for each user. These credentials function as a Username/ Password combo for that user. An AccessKey issued by a user has the same level of privilege and access as that same user would in SkySlope. So authenticating with the AccessKey and Secret of an agent means you can only access the data that agent has access to and follow the same rules that user follows.
  • Within SkySlope, click on My Account under the SkySlope menu icon

Once in My Account, click on the Integrations tab.

Click the Generate New Key button. An Access Key and a Secret key will be created and you will see a message similar to the following:

If you don’t see this Generate New Key button then you may be looking at the integrations tab for your broker in the Admin section. You want the integrations tab for your personal account. Look for My Account under the SkySlope menu icon.

You can download your new keys by clicking the Download Key & Secret button. This is the only opportunity you will have to see the Secret Key.

Click the Close button to return to the Access Key list. The new Access Key will show in the list.

If you wish a particular Access Key to be deleted, find the key in the list and click the Delete Key button. You will be prompted to confirm.

Clicking OK will remove the Access Key from your list.

How to Match Listing and Selling Agents to Properties in Darwin Cloud with the Skyslope Integration

Managing agent profiles and ensuring an accurate association with properties is essential for the smooth operation of the Skyslope Integration in Darwin Cloud. There are two primary methods to link your agents with properties, using the PublicID field on the agent profile in Skyslope or leveraging the AgentGUID in Skyslope. Here is a comprehensive guide to help you set up and maintain these connections effectively.

Method 1: Matching Agents Using the PublicID Field in Skyslope

Overview:  

This method involves associating agents with properties via the PublicID field in Skyslope  which should contain the agent's `atguid` from Darwin.

Steps to Set Up:

1. Add New Agents in Darwin:  

When onboarding new agents, first add their profiles into Darwin. During this process copy the agent’s `atguid` (a unique identifier in Darwin) and prepare to paste it into Skyslope.

2. Populate the PublicID in Skyslope: 

   Paste the agent’s `atguid` into the PublicID field within their Skyslope profile.  Be sure to check that no extra spaces have been added.

3. Bulk Import for Initial Setup:  

  •     The team can provide you with an exported roster of all agents.  
  •     Send this roster to Skyslope Support for a bulk import.  
  •     This process typically takes 3-5 business days.

Method 2: Matching Agents Using the AgentGUID in Skyslope

Overview:  

This automated approach relies on the AgentGUID that Skyslope assigns to each agent. The integration automatically imports this AgentGUID into Darwin, linking agents based on their email address.

How It Works:

  • The feed is configured to run daily to import the AgentGUID from Skyslope.
  • If the agent's email address in Skyslope matches the agent’s email address in Darwin, the AgentGUID is automatically added to the agent’s profile in Darwin.
  • The AgentGUID appears under the MLS ID section in the "People Links" area of Darwin.

Important Notes:

  • The feed updates only if the email addresses match exactly.
  • When matched, Darwin’s MLSID field is populated with the AgentGUID, and the source is labeled as `SkyslopeAPI`.

Feed Overview

Skyslope and darwin Cloud's API engine have made it possible to pull data from SkySlope into darwin Cloud to create new transactions and listings, and add additional information to listings and transactions that were pulled from the MLS, other sources or even manually entered.

darwin Cloud matches the property from Skyslope to the property in darwin Cloud by MLS # or the Skyslope Property Email address.  This means you will want to make the MLS # in Skyslope be mandatory and you will want to train your agents to make non-MLS listings have unique MLS #s (Fsbo-123 Main Street).

We have set up 3 default Skyslope templates that can be imported and modified to fit your needs:

  • Skyslope Properties Active Listings
    • This feed updates existing darwin Cloud listings 
      • When pulling on demand you can choose to override this setting and create new listings
      • It does not update the status
      • The feed is set to fill skyslope values in darwin Cloud only if the field is blank in darwin Cloud
    • Pulls Skyslope Listings where
      • Skyslope Status: Active (can pull Canceled Approved, Canceled Pending and Expired)
      • the MLS# is not blank, FSBO or Non MLS 
  • Skyslope Pending Listings
    • This feed updates existing darwin Cloud properties 
      • When pulling on demand you can choose to override this setting and create new properties
      • It does not update the status to pending
      • The feed is set to fill skyslope values in darwin Cloud only if the field is blank in darwin Cloud
    • Pulls Skyslope Transactions where
      • Skyslope Status: Pending (can pull Canceled Approved, Canceled Pending, Closed, Archived and Expired)
      • Pulls Deal Type : Both Listing & Sale or Listing Sold
      • MLS# cannot be blank, FSBO or non-MLS 
  • Skyslope Pending Buyer Side
    • This feed  CREATES NEW darwin Cloud properties
      • It will create the property in a pending status
      • The feed is set to fill Skyslope values in darwin Cloud only if the field is blank in darwin Cloud
        • you can adjust based on the reliability of the data being entered into Skyslope
    • Pulls Skyslope Transactions where
      • Skyslope Status: Pending (can pull Canceled Approved, Canceled Pending, Closed , Archived and Expired)
      • Pulls Deal Type : Sale
      • MLS# cannot be blank, FSBO or non-MLS 

Statuses

We can import properties in the following statuses: Active, Archived, Canceled Approved, Canceled Pending, Closed, Expired and Pending.  The default setup is to import Active and Pending statuses only.

In Skyslope a Pending property will change to an Expired status if the transaction is not closed before the listing date.  It is recommended to use Pull on Demand to import properties in an Expired status rather than importing them automatically.  This is to prevent unwanted properties in an Expired status from importing to darwin Cloud.

In Skyslope a Pending property can change to a Canceled Pending status requiring review to change to a Canceled Approved status.  A Canceled Approved status typically means that it is cleared to return the earnest money to the buyer.  This status can be imported in darwin Cloud to change pending properties to a cancelled status.  These statuses can also be used on Active properties in Skyslope to indicate that a property has been withdrawn.

In Skyslope a property may change to a Closed status after it has been reviewed for compliance.  Closed statuses can be imported to darwin Cloud in a ready to close status to indicate that property is ready to be paid.

In Skyslope a property is typically changed to an Archived status when the property has been closed and paid.  It is recommended to import properties in an Archived status using Pull on Demand to prevent unwanted properties from importing to darwin Cloud.

Other People in Skyslope

 

  • Other People on the deal that can be pulled from SkySlope into darwin Cloud 
    • People are matched to existing darwin Cloud person records by:
      1. Using the name, email and phone number
      2. Using the person guid Skyslope assigns to that person
    • Additional types or people that are pulled from SkySlope
      • Attorney
      • Buyer 1
      • Escrow Company
      • Home Warranty Company
      • Lender Company
      • Lender Contact
      • Seller 1-5
      • Title Company
      • Title Contact

Pull Modes

  • Full: pulls all records that match the search criteria specified in the merge fields section that were added or modified in SkySlope back to the date/time in the moddate field. If no date is specified, then the date is defaulted to 1 week ago
  • Incremental: pulls all records that match the search criteria specified in the merge fields section that were added or modified in SkySlope since the last time the feed was run plus the number of minutes in the moddate field.  If the feed runs at 3pm and 6pm and the overlap is set to 30 minutes, when the feed runs at 6pm it will get any records added or edited since 2:30PM.  

Pull on Demand

You can use the darwin Cloud Pull on Demand feature to import or refresh transactions from Skyslope on demand.  From the Properties tab click on "new" and then select "add property from feeds".  

You will then select the correct Skyslope feed and enter the property email address from Skyslope.  If the checkbox is selected, the feed will create a new property record if one doesn't already exist in darwin Cloud.

To refresh a property from Skylope, the Skyslope ID field on the Custom Fields tab needs to be filled in with the property email address from Skyslope.

On the Property page select "Link" and the link property box will open.  Select the appropriate Skyslope feed and then the Skyslope email address will fill in automatically.  Click pull and then the property page will refresh if the property was linked to Skyslope successfully.

Skyslope to darwin Cloud Field Mapping

Here is the list of the Skyslope Fields that are mapped to darwin Cloud fields and the default update rules

Skyslope Field Name  darwin Cloud Field Name updateRule
Public ID ListAgent IF NULL
Attorney Last Name propertyPeople IF NULL
Buyer1 First Name propertyPeople IF NULL
Checklist Type propertyTypeID
 IF NULL
Checklist Type transactionTypeID
 IF NULL
Checklist Type typeCode
 IF NULL
Checklist Type Accounting classification
 IF NULL
City city IF NULL
Commission Referral Amount reflistcommission ALWAYS
Commission Referral Percentage reflistrate ALWAYS
Contract Acceptance Date pendingdate IF NULL
Earnest Money Deposit escrowheld IF NULL
EscrowLastName propertyPeople IF NULL
Escrow Closing Date estimatedClosingDate IF NULL
Escrow Number escrowNo IF NULL
Expiration Date expiredDate IF NULL
File ID taxRollNumber IF NULL
Home Warranty Company propertyPeople IF NULL
Home Warranty Contact propertyPeople IF NULL
Lender Company propertyPeople IF NULL
Lender Contact propertyPeople IF NULL
List Commission Amount listcommission IF NULL
List Commission Percentage listcommrate IF NULL
Listing Date listDate IF NULL
Listing Guid SSListingGuid ALWAYS
Listing Price listingPrice IF NULL
Loan Amount loanAmount ALWAYS
Misc Contact propertyPeople IF NULL
MLS Number mlsNumber1 IF NULL
Office Guid companyID ALWAYS
Referral Agent Name propertyPaymentOffTheTop IF NULL
Sale Commission Amount sellcommission IF NULL
Sale Commission Percentage sellcommissionrate IF NULL
Sale Guid SSSaleGuidListSide/SSSaleGuidBuyerSide ALWAYS
Sale Price sellingPrice IF NULL
Seller1 First Name propertyPeople IF NULL
Seller2 First Name propertyPeople IF NULL
Seller3 First Name propertyPeople IF NULL
Seller4 First Name propertyPeople IF NULL
Seller5 First Name propertyPeople IF NULL
Skyslope Email skySlopeID ALWAYS
State state IF NULL
Status statusID IF NULL
Street Direction streetDirection IF NULL
Street Name streetName IF NULL
Street Number streetNumber IF NULL
Title Company propertyPeople IF NULL
Title Contact propertyPeople IF NULL
Zip Code zip IF NULL

SkySlope Field List

Actual Close DAte (Actual_close_date)

Additional_Commission_Breakdown_Info (Additional_Commission_Breakdown_Info)

Address (Address)

Agent Guid (Public_ID)

Attorney Email (AttorneyEmail)

Attorney First Name (AttorneyFirstName)

Attorney ID (Attorney_ID)

Attorney Last Name (AttorneyLastName)

Attorney Phone (AttorneyPhone)

AttorneyCompany (AttorneyCompany)

Buyer1 Company (B1Company)

Buyer1 Email (B1Email)

Buyer1 First Name (B1FirstName)

Buyer1 LastName (B1LastName)

Buyer1 Phone (B1Phone)

Buyer2  FirstName (B2FirstName)

Buyer2 Company (B2Company)

Buyer2 Email (B2Email)

Buyer2 Last Name (B2LastName)

Buyer2 Phone (B2Phone)

Buyer3 Company (B3Company)

Buyer3 Email (B3Email)

Buyer3 First Name (B3FirstName)

Buyer3 Last Name (B3LastName)

Buyer3 Phone (B3Phone)

Buyer4 Company (B4Company)

Buyer4 Email (B4Email)

Buyer4 First Name (B4FirstName)

Buyer4 Last Name (B4LastName)

Buyer4 Phone (B4Phone)

Buyer5 Company (B5Company)

Buyer5 Email (B5Email)

Buyer5 First Name (B5FirstName)

Buyer5 Last Name (B5LastName)

Buyer5 Phone (B5Phone)

City (City)

CoListing Agent 1 Commission Amount (Co1Amount)

CoListing Agent 1 Full Name (Co1FirstName)

CoListing Agent 2 Commission Amount (Co2Amount)

CoListing Agent 2 Full Name (Co2FirstName)

CoListing Agent 3 Commission Amount (Co3Amount)

CoListing Agent 3 Full Name (Co3FirstName)

CoListing Agent 4 Commission Amount (Co4Amount)

CoListing Agent 5 Commission Amount (Co5Amount)

CoListing Agent Full Name (Co5FirstName)

CoListing Agent Full Name (Co4FirstName)

Date Entered (DateEntered)

Date of Check  (Date_Of_Check)

Date Posted To Log Book (Date_Posted_To_Log_Book)

DepositAmount (DepositAmount)

Email (Email)

Escrow # (Escrow_#)

Escrow Email (EscrowEmail)

Escrow_ID (Escrow_ID)

EscrowCompany (EscrowCompany)

EscrowFirstName (EscrowFirstName)

EscrowLastName (EscrowLastName)

EscrowPhone (EscrowPhone)

Estimated Close Date (Scheduled_Close_Date)

Expire Date (Listing_Expiration_Date)

File ID (File_ID)

First Name (First_Name)

Home Warranty Company (HWCompany)

Home Warranty ConfirmationNumber (HWConfirmationNumber)

Home Warranty Phone (HWPhone)

Home Warranty RepresnetativeName (HWRepresnetativeName)

Last Name (Last_Name)

Lender Company (LenderCompany)

Lender Email (LenderEmail)

Lender First Name (LenderFirstName)

Lender ID (Lender_ID)

Lender Last Name (LenderLastName)

Lender Phone (LenderPhone)

List Date (List_Date)

List Price (List_Price)

Listing Commission (Listing_Commission)

Loan Amount (LoanAmount)

Loan Type (LoanType)

Miisc Company (MiscCompany)

Misc Contact Type (MiscContactType)

Misc Email (MiscEmail)

Misc Last Name (MiscLastName)

Misc Phone (MiscPhone)

MLS Number (mlsnumber)

Office Gross Commission (Office_Gross_Commission)

Office ID (Office_ID)

Office Lead (Office_Lead)

Office Name (Office_Name)

Other Company (Other_Company)

Other Deduction (Other_Deduction)

Other Email (Other_Email)

Other First Name (Other_First_Name)

Other Last Name (Other_Last_Name)

Other Phone (Other_Phone)

Pending Date (Acceptance_Date)

Phone (Phone)

Referral  Percentage (Refering_Percentage)

Referral Agent Name (Refering_Agent_Name)

Referral Amount (Refering_Amount)

Sale Commission (Sale_Commission)

Sale Price (Sale_Price)

Selle31 Last Name (S3LastName)

Seller1 Company (S1Company)

Seller1 Email (S1Email)

Seller1 First Name (S1FirstName)

Seller1 Last Name (S1LastName)

Seller1 Phone (S1Phone)

Seller2 Company (S2Company)

Seller2 Email (S2Email)

Seller2 First Name (S2FirstName)

Seller2 Last Name (S2LastName)

Seller3 Company (S3Company)

Seller3 Email (S3Email)

Seller3 First Name (S3FirstName)

Seller3 Phone (S3Phone)

Seller3 Phone (S2Phone)

Seller4 Company (S4Company)

Seller4 Email (S4Email)

Seller4 First Name (S4FirstName)

Seller4 Last Name (S4LastName)

Seller4 Phone (S4Phone)

Seller5 Company (S5Company)

Seller5 Email (S5Email)

Seller5 First Name (S5FirstName)

Seller5 Last Name (S5LastName)

Seller5 Phone (S5Phone)

Skyslope Lisitng ID (ListingId)

Source (Source)

State (State)

Status (STATUS)

Street Direction (Street_Dir)

Street Name (Street_Name)

Street Number (Street_Number)

Title Company (TitleCompany)

Title Email (TitleEmail)

Title First Name (TitleFirstName)

Title ID (Title_ID)

Title Last Name (TitleLastName)

Title Phone (TitlePhone)

Trans_Coordinator_Fee (Trans_Coordinator_Fee)

Trans_Coordinator_Name (Trans_Coordinator_Name)

Transaction ID (TransactionId)

Type of Propety (Type_of_Property)

Type of Sale (Type_of_Sale)

Zip Code (Zip)

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