Integrating your Dotloop Account with SkySlope Books

This article will guide and assist all SkySlope Books users on how to integrate their Dotloop account with Books.

 

1. To link SkySlope Books to your Dotloop account, go to Profile at the top left of the page.

Note: Profile should be set to Company.

2. Click your Initials on the top right corner.

3. Choose Apps from the dropdown menu.

4. Under Company Addons, click Connect on the Dotloop card.

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

6. Next, you will be asked to authorize the applications.
Note: If you are not logged into Dotloop, you will be asked to login first.

7. You will next be asked to approve SkySlope Books accessing your Dotloop account.

8. You will now receive a success message at the top of your screen.

 

Note: If a user stops the Integration process midway this is the process to complete it: Completing the Dotloop Integration.

 

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