Here's how: In Outlook on the desktop, choose File > Account Settings > Account Settings. You'll likely have a lot of empty cells. 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. Or, select the arrow next to Save and select Save as. 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. Only files on OneDrive for Business (available with Office 365 and Sharepoint server) are supported at this time with Zapier. Choose Export to a file. Here's how: In Outlook on the desktop, choose File > Account Settings > Account Settings. When you're ready, click "Connect dotloop" and login to your dotloop. Choose Finish to start exporting your contacts immediately. Many admins and brokers, for example, use Google Sheets to gain at-a-glance visibility into the status of their transactions. We break it up into chunks and run regularly until we get everything. You can either follow the steps in the video above or follow these step-by-step instructions. After all, who has time to search for phone numbers inside their Loops, emails and texts? Have multiple offices? Learn more about how to back up or restore data on a Pixel phone or on an Android phone. Seamless & scheduled sync saves your agents & admins time. Stay in the loop with instant email and push notifications that can be customized. Action. On the toolbar, select Managecontacts > Export contacts. Full visibility into your business performance through online charting and data export. 544 REVIEWS AT 4.7/5 STARS Choose Next. At the top left, click More. By clicking Sign Up, you agree with dotloop's, dotloop and PEOPLEWORK, NOT PAPERWORK are registered trademarks of DotLoop LLC. Dotloop has partnered with 190+ local and state associations to provide you with comprehensive forms coverage in addition to hundreds of MLS feeds. 2. 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. Adds a new row to the end of a specific table. On the far right of the toolbar, select Manage > Export contacts.. By storing contact info with the property address under the Company Name field, the address will appear directly under the name on your phone. Under the email account you want to export contacts from, select Contacts. Find solutions to common problems or get help from a support agent. Choose the account you want to sign in with. Choose Export to a file. Import and export Outlook email, contacts, and calendar. Maximize budget allocation by easily tagging transactions with the lead source and create reports that tell you which channels are generating quality leads. A dotloop expert is at your reach to ensure your and your business get the most out of dotloop. About Press Copyright Contact us Creators Advertise Developers Terms Privacy Policy & Safety How YouTube works Test new features NFL Sunday Ticket Press Copyright . Triggers when a new row is added to a worksheet in a spreadsheet. To select one of the options or multiple, depending on what youre filtering for then hit OK. Once logged in, select the Loop with the documents you want to download. By signing up, you agree to Zapier's terms of service and privacy policy. Can I easily export data out of my transaction management software? STEP 1: Select all data/columns in the CSV file Make sure to select all columns! 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. Making sure you have all your contacts and documents would take even more time. Make sure to request early access to test drive the latest features and updates. Microsoft Excel. To change this setting: Important: You can't restore a backup from a higher Android version onto a phone running a lower Android version. to get to the export instructions for your version of Outlook. Import and export Outlook email, contacts, and calendar. Outlook on the web for Exchange Server 2016. Select Browse. The dotloop app turns your phone into a mobile scanner - converting pictures into editable PDFs. The peace of mind afforded by having all that work secure, constantly updated, and available to you in a Google Drive folder is huge! Get started with our Google Sheets integration today! We will only update columns you provide, leaving all others untouched. 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. Click Allow to allow API Nation to access your Google Account. Do Even More with Google Drive + Google Sheets. Not at all. Do Not Sell or Share My Personal Information. Let us know which column you want to search by with the value below. World-class protection. If you borrowed a friend's computer with Outlook on it, you can now remove your account from that person's version of Outlook. Sign-in to your dotloop account. With each additional product you use, youre introducing more complexity, as well as data integrity and security risks. To do so, select the drop-down option next to the second column you would like to filter by. The spreadsheet will now only show data that matches the criteria for the filters that have been applied. Easily share secure, public links to a set of offer documents for any of your listings. We suggest you open the .csv file in Excel to examineand edit the data before importingto another program. If you would like to apply a filter to your data, click on the drop-down arrow next to the header of the column you would like to filter, and the filter menu will appear. When you export your contacts from Outlook, a copy of your contacts is saved to a CSV file, or other file type. 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. Choose to export all contacts or only contacts from a specific folder, and then select Export. Phone, chat and email support 7 days a week. days (or sometimes even weeks) to get all of your data from dotloop. Type in a file name and then select OK. Currently, most real estate professionals use 40+ applications to run their businesses. You can't add more hours to the day. 2023 DotLoop LLC. This backup will create 3 Google Sheets in Google Drive with all the info for your dotloop loops, You may need to authorize API Nation so that the backup can access your dotloop. Finds a row by a column and value. Choose the account you want to delete, and then choose Remove. Choose Next. Quickly fill out PDFs you upload or load in some of our ready-to-use templates. 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. Save common contract clauses to save time. More time to work on other things. Can I connect my CRM to my transaction management software? This integration eliminates the need to go through all that tedious work and secures your data in a fraction of the time. The result is an easier, time-saving way to identify any trends or issues, track performance and plan for the future. It can take days (or sometimes even weeks) to get all of your data from dotloop. Choose to export all contacts or only contacts from a specific folder, and then select Export. Agent. All contacts: Check the box next to any contact and in the top left, click Selection Actions All. 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 Select Finish. and folders that are not marked as 'archived' attached to that loop. Since then, weve received some questions about how to slice, dice, and analyze the data in your CSVs, and wanted to offer some guidance on how to do your own analysis. Communities help you ask and answer questions, give feedback, and hear from experts with rich knowledge. STEP 2: Select the DATA tab, then click on the FILTER button. 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. Learn about syncing. You can use Excel to update the information in your .csv file. In the left column, click More. Gain real-time visibility into all deals, create custom review stages and standardized transactions with custom loop templates to make compliance fast and easy. You can use Excel to update the information in your .csv file. 3. Access dotloop on the go from iOS or Android devices. Choose Comma Separated Values. Whenever you add anyone to a loop, enter their first and last name, their email address, and their role. Leverage your transaction data to inform the decisions for your business and to better understand what is actually working. You can't restore a backup from a higher Android version onto a phone running a lower Android version. Tap Set up & restore. Store commonly used real estate contract clauses and save time. Setup your own reusable task lists. Do Not Sell or Share My Personal Information. Sync dotloop and Google Contacts. Here are some popular ways users make their Google Drive + Google Sheets workflows do more for them. In the top left, click More actions Export. Finds a row by a column and value. It is part of the Office ecosystem and is considered the industry standard for spreadsheets. 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. 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. Locate the new .csv file on your computer and open it with Excel to verify your contacts are there. Custom templates and automated workflows allow the team to get deals done seamlessly, while team-specific branding helps to build your business and instill confidence with clients. No more guessing whos calling or texting you because youll see the property address right on your phone screen! 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]. If you lose or need to replace your phone, you can restore these contacts on the new phone. Learn how to check and update your Android version. A drop-down arrow will appear next to each column header. Edit, share, view and sign documents via text with full tracking of all activity. You should see regular updates to your Google Drive files. 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. Confirm where your new contacts file will be saved on your computer, and choose Next. At the bottom of the page, select to go to the People page. 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. Setup your own reusable documents. $ 35 /month. You can unlock dotloop Premium at $31.99/month or save with a yearly subscription of $314/year (18% off). Making sure you have all your contacts and documents would take even more time. Click Export. API Nations integration with dotloop provides a workflow that automatically creates a spreadsheet containing all the data in your loops, making data visualization quick and hassle-free. It can take 2023 DotLoop LLC. $ 10 /month. With 5,000+ supported apps, the possibilities are endless. Choose Finish to start exporting your contacts immediately. The problem? No more mystery calls, know which client is emailing, calling or texting without having to open dotloop. If you have multiple Google Accounts, to choose which account's contacts to restore, tap From account. A broker dashboard also streamlines communication with agents and teams while empowering them with all the benefits from a dotloop Premium account so they can deliver a great client experience. 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. But what if all your platforms spoke to each other, thereby giving you a true sense of how your business is performing while eliminating the need to bounce between systems, enter duplicate data and risk costly entry errors? Choose the account you want to delete, and then choose Remove. 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. to get to the export instructions for your version of Outlook. Microsoft's Excel is a spreadsheet application used by millions of users across the world. Thats why we put this really simple yet powerful integration together. 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). Tap the phone with the contacts to copy. We break it up into chunks and run regularly until we get everything. Agents, Admins, and Brokers can sync their Outlook Contacts with dotloop to always have access to clients and colleagues. Locate the new .csv file on your computer and open it with Excel to verify your contacts are there. Outlook doesn't display any message when the export process is complete but the Import and Export Progress box goes away. 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. In Outlook, you can export your contactsto a Comma Separated Values (.csv) file tomove them to another email program. Last month, we released the Report Builder, an ad hoc reporting tool allows you to download a CSV file of your loop (transaction) data. 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 Google Sheets. $ 25 /month. Are my tools compatible with each other? API Nation offers 2-weeks free and then bills $5/month thereafter with the option to cancel anytime. If your ribbon doesn't have a File option in the top left corner, you're not using Outlook on a PC. Choose one or more accounts to export contacts from. Microsoft Excel. Play around with this feature: you can sort from largest to smallest, smallest to largest, etc. At dotloop, theres a strategic initiative to unlock the power of all the apps agents and brokers use everyday. For tips about working with a list of contacts in Excel, see Create or edit .csv files. With dotloop you can provide each office its own dashboard and create a hierarchy compliance model. Under Which contacts do you want to export, click a contact group or All Contacts). Youve spent years lovingly maintaining and creating all that data in dotloop and it would be a shame to lose access to it. Easy charts and reports . Dotloop Premium gives you unlimited transactions (loops), Task Templates, phone support, Text Messenger, clause manager and much more. In a similar manner, dotloop gives you eSignatures, a robust document editor, online storage, compliance, reporting and much more. Get started with our Google Sheets integration today! Dotloop is the only holistic transaction management solution on the market. dotloop takes this information and uses it to auto-fill your documents for you, but it also adds this person's name and email address to your Contacts. Tap Restore contacts. Step 1: Find Contacts Contacts is located on the left side of the screen in the People section of your account. Tell me more Leading Real Estate Transaction Management Learn why thousands of real estate brokers, teams and agents trust dotloop as their transaction management software! Which platforms are designed to scale along with my business? To learn more about why dotloop is leading transaction management software for real estate professionals, check out dotloop.com/value. Select File. Zapier checks for new data every 15 min on the Free plan. Heres how it works: By default, all Android phones contain the Google Contacts app. Click Export. If youre ready to set up that integration, head over to our 3 step dotloop to Google Drive walkthrough. Or, select the arrow next to Save and select Save as. Trigger on changes to cells in this column only. So you can click Start and then get back to doing what you love, while we do what we love. You and your agents can create as many transactions (Loops) as they want. The best way to keep all records in one place is to have them stored in Google Drive. 1. Scheduled. At the bottom of the page, select to go to the People page. Zapier lets you send info between Dotloop and Microsoft Excel automaticallyno code required. With dotloop, you can create up to 10 free real estate transactions and access all the essential tools to deliver a superior client experience: Dotloop Business+ is the perfect solution for a real estate brokerage. When you click this arrow, you will see options to filter or sort your data. Restoring data varies by phone and Android version. All of your documents in Google Drive without all the hassle! Certainly! There, you'll find a free two-week trial to try the Google Sheets integration. Connect dotloop with over 75 real estate platforms through seamless integrations. Edit, share, view and sign documents via text with full tracking of all activity. *As rated by GetApps 2022 comparison for Real Estate Transaction Management Softwares. Microsoft Excel. 2023 DotLoop LLC. Gain insight on your brokerage's transactions in real-time, from anywhere. To further narrow down your data, you can apply multiple filters to your data. It will also create a folder for each loop and backup all documents 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. At the bottom of the page, select Save to save "contacts.csv" in your default Downloads folder. Select Browse and go to where you want to save your .csvfile. by .css-ii79pi-ZapCard__authorName[class][class][class][class][class]{all:unset;box-sizing:border-box;-webkit-text-fill-color:currentColor;}.css-ii79pi-ZapCard__authorName[class][class][class][class][class]{color:var(--zds-colors-neutral-700, #403f3e);font-weight:700;}Zapier. If you have multiple Google Accounts, to choose which account's contacts to restore, tap, If you dont want to copy contacts from your SIM card or phone storage, turn off. To sync your dotloop data with Google Sheets, you can simply navigate to the API Nation page where youll find a list of all available dotloop syncs, including Google Calendar, Loop-It for Gmail, Google Contacts and Google Sheets. Once you have selected the appropriate role, more information will be presented to fill. Multiple contacts: Check the boxes next to all the contacts you want to export. Take advantage of our 10-minute discovery call to schedule a demo and to get a personalized quote. 2023 DotLoop LLC. Directory of Real Estate Integrations and Apps | Dotloop Apps and Integrations Directory Connect all your real estate tools through seamless integrations. Choose Browse, name your file, and choose OK. Select Export to a file > Next. Make sure to select all columns! Choose the solution trusted by banks, brokerages, and hundreds of thousands of professionals. Zapier is the next best thing. Next we need you to connect both Google Drive and Google Sheets. Create turnkey transactions in seconds with all the necessary forms, people, and tasks. Triggers when a new worksheet is added to a spreadsheet. Tap Google. Upload it to dotloop and easily split it into separate documents. Triggers when a new row is added to a table in a spreadsheet. Confirm where your new contacts file will be saved on your computer, and choose Next. participants and people respectively. That's normal. Save time. Choose Open & Export > Import/Export. Outlook. If you have any questions, you Dotloop is the complete real estate transaction management solution that empowers agents and brokers to get deals done. By clicking Sign Up, you agree with dotloop's, dotloop and PEOPLEWORK, NOT PAPERWORK are registered trademarks of DotLoop LLC. Triggers when a row is added or updated in a worksheet. Does my transaction management software have an open API? Select Comma Separated Values > Next. Go to Google Contacts. Get answers, see trends. Learn how to check and update your Android version, On your Android phone or tablet, open the Contacts app. Action. Making deals, now thats exciting! On the toolbar, select Manage > Export contacts. 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. Outlook doesn't display any message when the export process is complete but the Import and Export Progress box goes away. By clicking Sign Up, you agree with dotloop's, dotloop and PEOPLEWORK, NOT PAPERWORK are registered trademarks of DotLoop LLC. There, youll find a free two-week trial to try the Google Sheets integration. Save common contract clauses to save time. Office / Team. As you evaluate software solutions for your business, ask yourself: Every moment spent duplicating efforts across platforms is time wasted. To back up your contacts, select Google CSV. Step 1: Ensure you are in your admin profile You can only access the report builder while you are in your admin profile. Step 3: Choose a resulting action from the other app. Can I easily create automations with my current tech stack. Thats it! Choose Browse, name your file, and choose OK. Scheduled. To continue narrowing down your data, you can continue applying filters on as many columns as you would like. Log on to Google Contacts. At dotloop, we strongly believe in the power of data and empowering you with data to run your business as effectively as possible. Select Open & Export > Import/Export. Dotloop is the only complete real estate transaction management software that enables brokers, agents, transaction coordinators and clients to collaborate virtually. Choose Next. Create reports by Zip code to see the hot spots in the market, or reports to see the transaction volume by agent and to track lead sources and calculate their ROI. Making backups of data is not exciting. Dotloop for Teams offers the ability to act on behalf of your agents while tracking who completed what action. Open your phone's Settings app. Can I integrate them? If you have any questions, you can always contact our support team at support@apination.com Easy automation for busy people. Note:The exported contact is in the Download file. Below, youll learn how to use Excel to sort and filter your data. Choose to export all contacts or only contacts from a specific folder, and then select Export. If you save your contacts to your Google Account, they automatically show on your phone after you sign in. If your email is listed correctly, then hit "Next." If not, then connect another account using the button below. Get control of your business. Automate the review and approval process with custom rules and logic. 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 your ribbon doesn't have a File option in the top left corner, you're not using Outlook on a PC. 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. Top companies trust Zapier to automate work and free up time. DOTLOOP 2.0 Our most intuitive and capable transaction experience is now in beta. Choose Comma Separated Values. At the bottom of the page, select Save to save "contacts.csv" in your default Downloads folder. Provide same-level access to other people within a specific transaction. Between transaction management solutions, accounting/payroll software and lead capture forms that sync to a CRM, it can be exponentially challenging to make sense of all the data that passes between your systems. Do Not Sell or Share My Personal Information. ** For a quick way to remove all filters from the data, deselect the FILTER button on the DATA tab. API Nations research shows that automated platforms can produce time savings of up to 80% on a weekly basis. 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