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: Obtain the Access and Secret Keys from SkySlope 

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. 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 Two: 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.

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
• 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 3: Complete Company Settings for Auto-Creation of Deals

• Navigate to Settings > Integrations > SkySlope Integration
  • • Click Open > Company Settings 

• Select the options based on your brokerages preferences:
  1. 1. Company-Wide Auto-Create: Toggle this on once you are ready for deals to be pulled in from SkySlope

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

     2. Deal Creation Triggers & Settings:  Select the appropriate options based on what transactions you want to pull into Books.
        • • 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, map to the SkySlope Books office/division
     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 December 12, 2024 00:27