Our dotloop to Google Backup integration is one of our more popular integrations. Whether you are looking to maintain a separate backup of your dotloop files and contacts or if you are looking to backup your information before losing access to dotloop, this integration will certainly help!
In this article we will cover the following:
- How does it work?
- Connecting your Accounts
- Selecting the Integration
- Setting up the Integration
- Turning on the Integration
How does it work?
You will begin by connecting your dotloop and Google accounts to our website. This will allow our service to recognize the profiles associated to your account so that you may choose to backup information from all profiles or just the ones you select. Once you have your accounts connected, this specific integration will provide you with the following:
- A backup of all files in dotloop to Google Drive
- A Google Sheet containing your Address Book contacts
- A Google Sheet containing your Participants associated to Loops
- A Google Sheet containing your Loops
- A Google Sheet containing an Activity Log of your Loops
Unfortunately our service cannot move over everything at once, so it will grab the information in batches and sync those every 15 minutes. On average this process can take 1-2 days to complete, depending on the amount of data that needs to be synced. Any information that is backed up to your Google Drive account will remain, even if you decide to cancel your subscription with us.
Connecting your Accounts
Before getting started with syncing your information, we will first want to connect the accounts required for the integration. For this specific workflow, we will need you to connect your accounts for dotloop, Google Drive, and Google Sheets.
Step 1
Log into your API Nation account
Step 2 - Connecting dotloop
Next, we will want to connect your dotloop account. Please select Apps at the top of the page, then select the tile for dotloop.
Step 3
Select the tab labeled Connections, then click the button for Add Account.
Step 4
You will now be prompted to sign in to dotloop by entering in the email and password for the account you wish to connect.
Step 5
Once signed in, you will be prompted to allow API Nation the access required to backup the information from your dotloop account. Please click Approve.
Step 6
You will now see your active connection for dotloop. The date/time stamp below your account should have the current date and time as confirmation it is connected.
Connecting Google Drive and Google Sheets
Now that we have your dotloop account connected, we will need to follow the same steps in order to connect your Google Drive and Google Sheets accounts. Please follow the next set of steps for both applications.
Step 7
Select Apps at the top of the page, then type "google" in the search bar located in the top-right.
Next, select the tile for Google Drive / Google Sheets
Step 8
Select the tab labeled Connections, then click the button for Add Account.
Google Drive
Google Sheets
Step 9
You will now be prompted to choose which Google account you would like to have this information moved over to.
Step 10
The next set of prompts will vary slightly between Google Drive and Google Sheets. Please make sure to allow access for both accounts otherwise you may encounter an issue once turning on the integration.
Google Drive
Google Sheets
Step 11
You will now see your active connection for Google Drive and Google Sheets. The date/time stamp below your account should have the current date and time as confirmation it is connected.
Google Drive
Google Sheets
Selecting the Integration
Now that your accounts have been connected, you will next need to setup the integration in order to begin backing up your information.
Step 12
Select Apps at the top of the screen, then My Apps from the left-side panel.
You will now see the accounts you have connected. Click on the dotloop tile.
Step 13
Click on the tile for Google Drive
Step 14
Here you will see the monthly cost of the subscription based on whether or not you have an Agent-level account or Team-level account.
Once ready, click Activate next to Setup Wizard.
Step 15
Next you will be prompted to select the accounts you wish to setup the integration for. Since we previously connected your accounts you can simply click Select for each one.
Setting up the Integration
These next steps will walk you through the options and settings when backing up your contacts and documents from dotloop to Google Drive.
There are 2 settings with regards to dotloop:
- Select Profile(s)
- Sync Loops From (optional)
Select Profile(s)
By default All Profiles will be selected, but if you are looking to only backup information from specific profiles you can drop down the list and select which profile(s) in particular you wish to sync from.
Select Loops From (optional)
This next setting is not required, but is useful if you are no looking to backup ALL of your loops. If perhaps you are only looking to export the Loops information starting on a specific date, then you will want to select the date using the calendar drop-down.
In the example below, we have selected to only backup Loops starting from January 1, 2022.
By default, our service will create 2 folders in your Google Drive.
The first folder will be labeled "API Nation" and within that folder will be a "dotloop" folder. If you already have an existing folder in your Google Drive you would like to store the Google Sheets and files, please replace the folder path with the one you desire.
You also will have the opportunity to rename the Google Sheets that are created as a result of the workflow. The default names for the sheets are:
- Address Book
- Loop Participants
- Loops
- Loop Activity Logs
Turning on the Integration
The last step in the process is selecting whether you'd like this to be a monthly or annual subscription. Once you have selected the subscription that is best for you, you can click Subscribe to begin syncing.
Happy Syncing!
