Zapier lets you send info between Dotloop and Microsoft Excel automaticallyno code required. STEP 2: Select the DATA tab, then click on the FILTER button. Dotloop is the only holistic transaction management solution on the market. Choose the solution trusted by banks, brokerages, and hundreds of thousands of professionals. Making backups of data is not exciting. This integration eliminates the need to go through all that tedious work and secures your data in a fraction of the time. Choose to export all contacts or only contacts from a specific folder, and then select Export. Outlook doesn't display any message when the export process is complete but the Import and Export Progress box goes away. Apination Choose the account you want to sign in with. On the far right of the toolbar, select Manage > Export contacts.. 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. The backup will happen one time at activation, the sync is ongoing and happens as often At dotloop, we strongly believe in the power of data and empowering you with data to run your business as effectively as possible. Making sure you have all your contacts and documents would take even more time. Take advantage of our 10-minute discovery call to schedule a demo and to get a personalized quote. Below, youll learn how to use Excel to sort and filter your data. Choose the account you want to sign in with. We suggest you open the .csv file in Excel to examineand edit the data before importingto another 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. You wont need to restore contacts this way. These Integrations will work for Brokerage, Team, or Agent level accounts. The peace of mind afforded by having all that work secure, constantly updated, and available to you in a Google Drive folder is huge! Are my tools compatible with each other? No matter the reason, this backup and sync is the answer for you: Going through all your loops and recording every bit of information would take hours, if not days. Learn how to check and update your Android version, On your Android phone or tablet, open the Contacts app. When you export your contacts from Outlook, a copy of your contacts is saved to a CSV file, or other file type. You'll likely have a lot of empty cells. To further narrow down your data, you can apply multiple filters to your data. Tap Google. Choose to export all contacts or only contacts from a specific folder, and then select Export. 2023 DotLoop LLC. Within minutes, all your dotloop contacts will automatically appear in your Google Contacts, phone, email or tablet. Learn how to download your loop documents to a PDF with Bailey Smith of Scott Le Roy Marketing. Click Allow to allow API Nation to access your Google Account. Which platforms are designed to scale along with my business? Select Comma Separated Values > Next. Choose the account you want to sign in with. By clicking Sign Up, you agree with dotloop's, dotloop and PEOPLEWORK, NOT PAPERWORK are registered trademarks of DotLoop LLC. How to Sync Phone Contacts with My Account | Dotloop to get to the export instructions for your version of Outlook. Have one massive file with multiple pages? The best way to keep all records in one place is to have them stored in Google Drive. Zapier moves info between your web apps automatically, so you can focus on your most important work. 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. By clicking Sign Up, you agree with dotloop's, dotloop and PEOPLEWORK, NOT PAPERWORK are registered trademarks of DotLoop LLC. At the top left, click More. Locate the new .csv file on your computer and open it with Excel to verify your contacts are there. Directory of Real Estate Integrations and Apps | Dotloop and go to where you want to save your .csv file. You can even have it stored locally and ready in case the internet is unavailable. (If youre already signed-in into your dotloop account, you wont see this screen.). On the toolbar, select Manage > Export contacts. If you would like to learn more about the Report Builder check out our recorded webinar. Export all Loops out of DotLoop into Google Drive - YouTube On the toolbar, select Managecontacts > Export contacts. Choose Comma Separated Values. Zapier is the next best thing. Zapier checks for new data every 15 min on the Free plan. Office / Team. 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. A dotloop expert is at your reach to ensure your and your business get the most out of 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. Triggers when a row is added or updated in a worksheet. Include a PDF version of any document when sharing with others. and folders that are not marked as 'archived' attached to that loop. Choose Comma Separated Values. NOTE that this defaults to OneDrive. 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. 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. Under the email account you want to export contacts from, select Contacts. Quickly fill out PDFs you upload or load in some of our ready-to-use templates. 3. Whenever you add anyone to a loop, enter their first and last name, their email address, and their role. Broker Report Builder - dotloop support Confirm where your new contacts file will be saved on your computer, and choose Next. You can unlock dotloop Premium at $31.99/month or save with a yearly subscription of $314/year (18% off). Choose Next. 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. 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. Learn how to check and update your Android version. If youre ready to set up that integration, head over to our 3 step dotloop to Google Drive walkthrough. Here are some popular ways users make their Google Drive + Google Sheets workflows do more for them. Making deals, now thats exciting! 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). Let us know which column you want to search by with the value below. We will grab the first matching row and give you all of its values. Youve spent years lovingly maintaining and creating all that data in dotloop and it would be a shame to lose access to it. Can I connect my accounting platform to my transaction management software? If Sharepoint is picked, subsequent folders that would be listed are ONLY folders in the default Sharepoint site. If you save your contacts to your Google Account, they automatically show on your phone after you sign in. Leverage your transaction data to inform the decisions for your business and to better understand what is actually working. Find solutions to common problems or get help from a support agent. Easily fax documents directly from dotloop. There, you'll find a free two-week trial to try the Google Sheets integration. How to Sync dotloop with Google Sheets | Dotloop Dotloop is the complete real estate transaction management solution that empowers agents and brokers to get deals done. Have multiple offices? Sync dotloop and Google Contacts - API Nation That way, when you sync contacts with your phone, you can easily find them by the Loop address rather than having to remember and search by names. Do Not Sell or Share My Personal Information. 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. No more guessing whos calling or texting you because youll see the property address right on your phone screen! Currently, most real estate professionals use 40+ applications to run their businesses. 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? $ 10 /month. Learn about syncing. Tap Set up & restore. You can't add more hours to the day. Whenever you use a point solution for a specific stage of a real estate transaction - such as a solution for eSign or for compliance and storage - you will need to cobble together multiple point solutions to handle the other stages of the deal. Under Which export format, click Outlook CSV (for importing into Outlook or another application). Free Resources for Real Estate Agents and Brokers | Dotloop If that happens you can always run the export process again and create a new file. Choose Browse, name your file, and choose OK. When you click this arrow, you will see options to filter or sort your data. Get started with our Google Sheets integration today! Make sure to request early access to test drive the latest features and updates. Get control of your business. 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. With each additional product you use, youre introducing more complexity, as well as data integrity and security risks. Microsoft's Excel is a spreadsheet application used by millions of users across the world. A drop-down arrow will appear next to each column header. The problem? Action. You can then use this file to import your contacts to another email account. Locate the new .csv file on your computer and open it with Excel to verify your contacts are there. Click Export. 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. Sync dotloop and Google Contacts. API Nations research shows that automated platforms can produce time savings of up to 80% on a weekly basis. Learn more about how to back up or restore data on a Pixel phone or on an Android phone. Heres how it works: By default, all Android phones contain the Google Contacts app. Click Next to choose which gmail account to use with the dotloop Google Contacts sync. Choose the account you want to delete, and then choose Remove.