Integrating your SkySlope Account with SkySlope Books

Learn how to add the SkySlope Integration to SkySlope Books so you can begin pulling deals or have deals auto-created from SkySlope into Books!

Step One: Activate SkySlope Integration

1. Log into SkySlope

2. Toggle over to SkySlope Books via the Apps drawer

3. You will now have two tabs open, one for SkySlope and one for SkySlope Books

4. Navigate to the Left Navigation Bar in Books > Settings > Integrations

5. Click on the All Tab > Scroll to the SkySlope Integration > Click Activate

6. Click Continue

7. The integration is now activated > Click on the Activated tab and toggle on "Display in Main Navigation" to create a shortcut in the Left Navigation bar

Step Two: Obtain the Access and Secret Keys from SkySlope 

3. You will now have two tabs open, one for SkySlope and one for SkySlope Books

4. Click back on the SkySlope tab, you will come back to Books shortly

5. Click on the username dropdown within SkySlope in the top-right and select My Account from the dropdown

3. Click on the Integrations Tab and then Generate New Key

4. The Access Key & Secret will both be visible, leave this pop-up open, we will come back here shortly

Step Three: Paste Access and Secret Keys from SkySlope into SkySlope Books

1. Go back to the SkySlope Books tab

2.  Click on the profile icon in the upper right, select Apps from the dropdonw

2. Under Company Addons, click Connect for SkySlope

3. In the next screen you will be asked to allow SkySlope to access data in your SkySlope Books account, click Allow

4. Next, you will be asked to authorize the applications by adding your Access Key and Secret Key 

5. Click back on the SkySlope tab and copy the Access Key, then navigate back to the Books tab and paste it in the Access Key field.  Repeat for the Secret Key

6. Click Authorize 

7. Next, click Continue.

8. You will now receive a success message at the top of your screen as shown below and may close out of this tab.

9. Next, add the access and secret key to the SkySlope Integration

10. Navigate back to the SkySlope Integration - Settings > Integrations > SkySlope or by clicking on shortcut you created, then click on Company Settings in the top right.

11. Add the same Access Key and Secrey Key to the SkySlope Credentials fields at the top of the screen

12. Scroll to the bottom of the screen and click Save & Go to SkySlope Books

Note - Deals can now be imported into SkySlope Books two different ways via the Integration:

• Auto-creation from SkySlope to Books: Requires additional steps as shown below in Step 3 - If you are not ready to have deals auto-create in SkySlope Books, then complete this step at a later date.
• Manually Syncing Deals from SkySlope to Books: If your brokerage will be manually pulling deals into SkySlope Books via the Integration, learn the steps in this article!

Step Four: Complete Company Settings for Auto-Creation of Deals

Important: Do not complete this step until you want deals to start auto-creating in Books for Deal Processing!

1. Navigate to Settings > Integrations > SkySlope Integration

2. Click Open > Company Settings 

3. Review each option below and select the appropriate options based on your brokerages preferences:

1. Company-Wide Auto-Create:
   • Toggle this on once you are ready for deals to be pulled in from SkySlope
2. Deal Creation Triggers & Settings: 
   • • Select the appropriate options based on what transactions you want to pull into Books
       • • SkySlope Office: Click on the dropdown and select each office that will have deals imported into Books. 
           • • • Important: Selecting "All" will not activate the trigger for all offices, you must check each office individually.
         • Transaction Type: Select from dropdown, Sale is most common.  
         • Transaction Status: Select from dropdown, Pending is most common.  
3. + Trigger / Notification:
   • • Click here if you would like to add additional transaction types or statuses
4. Map offices to divisions (if applicable): 
   • • The SkySlope offices will be displayed in the first column and the Books offices will be displayed in the second colum
       • • Click on the dropdown to select the appropriate SkySlope Books office/division for each SkySlope office
5. Map Closing Company: 
   • • Select which contact type you would like Books to pull the closing company in from SkySlope 
6. Document Auto-Uploads:
   • • The Disbursement PDF & Trade Sheet will both populate into the SkySlope documents tab when a deal is approved
     • Toggle one or both off if you don’t want them pushing from Books to SkySlope
7. Defaults for Referral Transfers: 
   • • Ignore this option
8. Click Save & Go To SkySlope Books
   • • •  

Updated February 06, 2025 00:29