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Integrating Shaker and SkySlope

Ashley Walsh
  • Updated

 

This feature is only available on the Shaker Advanced plan. Contact support for access.

In this article:

How to Connect your Skyslope Account

  1. Click "Settings" on the left menu
  2. Click "Integrations" under your Account Settings
  3. Locate the SkySlope integration card and click the "Add" button
  4. Plug in your "Access Key" and "Access Secret"

Where do I find my SkySlope "Access Key" and "Access Secret"?

This article from SkySlope will show you exactly how to generate the Access Key and Access Secret that you will need to connect Shaker with your SkySlope Account. Generating Integration Keys in SkySlope

Once connected we can never see the secret again as they are immediately encrypted.

Role Mapping

In order to sync contacts from transactions in SkySlope, to deals in Shaker you will need setup role mapping. To map a role, Match the SkySlope contact types (left side) to the corresponding role in  Shaker from the dropdown menu.

If you have a SkySlope contact type that does not have a corresponding role in Shaker, you will need to add that role to your settings.

 

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How the Shaker and Skyslope Integration Works

The SkySlope integration has the following benefits

  • Import existing transactions in SkySlope to Shaker including Purchase Data, Buyers, Sellers, and Vendors.
  • Create new transactions in SkySlope from Shaker Deals
  • Send automatic updates to SkySlope transactions from Shaker
  • Send documents from Shaker to Skyslope

Importing a deal from SkySlope

When importing a deal from SkySlope, Shaker will also import the buyers or sellers associated with the deal.

*Note* Shaker will check to see if a contact already exists via a contact's email address to prevent uploading duplicate contacts. However, if the contact exists in Shaker and an email address isn't saved either on the Shaker contact or on SkySlope it will create a new record. 

  1. Go to the Deals page and click +New Deal" towards the top-right corner of the page
  2. Click the "import Deal" button in the top-right corner of the page and select the SkySlope option
  3. Select the Office and Agent for the deal
  4. Select whether it is a Purchase or Listing
  5. Select the Transaction you wish to import
  6. Click the "Import Deal" Button in the bottom-right corner of the page
  7. Select the Deal Stage you want the transaction to be placed in
  8. Click the "Set Stage" button in the bottom-right corner of the page
  9. Select the team member or vendor that will fill the agent role on the deal
  10. Fill in any deal details that may not be found on the SkySlope Transaction
  11. Click the "Set Stage" button on the bottom-right corner of the page

 

Creating a SkySlope Transaction from Shaker

  1. Go to the Deals page
  2. Click on the Deal you wish to send to SkySlope
  3. Click the "Actions" button under the deal address in the left-side column
  4. Click "Send to SkySlope"
  5. Select the Office, Transaction Type, Agent, and Checklist 
  6. Click the "Create a Listing/Purchase" button
  7. You're done! Feel free to click the "View in SkySlope" button

 

Link an existing Shaker Deal to an existing SkySlope Transaction

In the event you have already created a deal in Shaker and want to link it to a Transaction you've previously created in SkySlope, you will want to follow these instructions.

  1. Go to the Deals page in Shaker and open the Deal you would like to link
  2. Click the "Actions" button under the address in the left menu
  3. Click the "Send to SkySlope" option
  4. Click the "Link to an existing Purchase/Listing" button towards the bottom of the pop-up
  5.  Select the Office, Transaction Type, and Transaction 
  6. Click the "Link a Purchase/Listing" button
  7. You're done. You will see a small green message at the top of the page to let you know it was successful

 

Important Things to Know:

Refreshing Data:

Once a deal has been linked, future updates within Shaker will automatically update the corresponding data in SkySlope, however, new updates made in SkySlope will not automatically update in Shaker. To ensure your Shaker account has the most up-to-date information from SkySlope, you will want to utilize the "Sync from SkySlope" function.

  1. Open the deal you would like to sync
  2. On the left side of the deal page, locate the "Connections" section
  3. Click the Sync Icon (will read "Sync from SkySlope" when you hover over it)
  4. You're done. You will see a small green message at the top of the page to let you know it was successful

 

Unlinking a Shaker Deal from a SkySlope Transaction

  1. Open the deal you would like to sync
  2. On the left side of the deal page, locate the "Connections" section
  3. Click the "-" symbol (will read "Unlink from SkySlope" when you hover over it)
  4. You will be prompted to confirm that you would like to unlink the Shaker deal from the SkySlope transaction. 
  5. Click "Ok"
  6. You're done. You will see a small green message at the top of the page to let you know it was successful

*Note* Unlinking a deal from a transaction does not delete the transaction in SkySlope.

 

Limitations:

Due to SkySlope's API permissions, documents will not be sent from SkySlope to Shaker but documents can be sent from Shaker to SkySlope.

Shaker can only sync one contact per contact type to Shaker. For example, if you add a 2nd attorney in Skyslope, Shaker will only have access to the primary attorney.

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