Required Fields For Creating New Deals

Follow

Contents

  1. Creating Deals in Zipi
  2. Importing Deals from SkySlope to Zipi
    1. Buyer (Purchase)
    2. Seller (Listing)

 

When creating a deal in Zipi, whether you're entering the deal directly into Zipi or syncing a deal using our SkySlope or dotloop API, these fields are required in order to create a new deal.

  • Deal Name: If you want to name the deal something other than the address.
  • Status
  • Sales Price
  • Type
  • Close of Escrow: Actual or estimated close of escrow date.
  • Primary Agent: At least one agent needs to be associated with the deal.

If you do not have these fields completed, you will receive an error message when trying to save the deal or if using the SkySlope / dotloop API, you'll be asked to provide the missing information to successfully complete the sync.

When creating a sale/purchase transaction in SkySlope, the following fields are required if you intend to sync this deal with Zipi.

SkySlope                <>                Zipi

Agent                                            Primary Agent

Sales Price                                    Sales Price

Closing Date                                 Close of Escrow

Type (Representation)                 Type

The 'Status' and 'Deal Name' are required fields in Zipi and will automatically populate when importing a deal from SkySlope to Zipi, but these fields do not sync with SkySlope. 

  • You can edit the Deal Name in Zipi to whatever you'd like. By default, the address will be used. 
  • The Status does not sync between the two platforms after initial sync.

Use case: The deal closes escrow so Zipi Admin changes the deal status to 'Closed' but all the paperwork has not been submitted yet and the SkySlope Admin wants to keep the status as 'Pending' until all documentation has been submitted.

When creating a listing in SkySlope, the following fields are required if you intend to sync this deal with Zipi.

SkySlope                <>                Zipi

Listing Agent                            Primary Agent

List Price                                    Sales Price

The 'Status' and 'Deal Name' are required fields in Zipi and will automatically populate when importing a deal from SkySlope to Zipi, but these fields do not sync with SkySlope. 

  • You can edit the Deal Name in Zipi to whatever you'd like. By default, the address will be used. 
  • The Status does not sync between the two platforms after initial sync.

Use case: The deal closes escrow so Zipi Admin changes the deal status to 'Closed' but all the paperwork has not been submitted yet and the SkySlope Admin wants to keep the status as 'Pending' until all documentation has been submitted.

Comments

0 comments
Please sign in to leave a comment.