This integration helps real estate professionals save time, stay organized, and collaborate more effectively by automatically connecting Brokermint's Back Office workflows with Google Drive's cloud storage and sharing power.
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
- FAQ's
How does it work?
You will begin by connecting your Brokermint and Google accounts to our website. Once you have your accounts connected, this specific integration can provide you with the following:
- A backup of all files in Brokermint to Google Drive
- A Google Sheet containing your Transactions
- A Google Sheet containing your Transaction Participants
- A Google Sheet containing your Users
- A Google Sheet containing your Contacts
Our service syncs data in batches every 30 minutes rather than moving everything at once. Because we don’t have visibility into the total number of records in your account, we’re unable to provide an exact time-frame for when the full backup will be completed.
Please note that any information already backed up to your Google Drive will remain there, even if you choose 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 Brokermint, Google Drive, and Google Sheets.
Step 1 - Connecting Brokermint
Log into your Brokermint account and select Add-ons from the left-hand side. Then click on the tile for Google Drive.
Step 2
Click on the button labeled Get Started. This will now take you to your account with API Nation.
Step 3
Once you are on the API Nation site, you will be prompted to select your Brokermint account. Click Connect.
Step 4 - Connecting Google Drive
Next you will be prompted to connect your Google Drive account where you would like to store your information. Click Connect.
Step 5
You will now be prompted to choose which Google account you would like to have this information moved over to.
Step 6
On the next screen click Continue.
Step 7
Next, make sure to select the checkbox at the top before clicking Continue.
Step 8 - Connecting Google Sheets
Next you will be prompted to connect your Google Sheets account where you would like to store your information. Click Connect.
Step 9
You will now be prompted to choose which Google account you would like to have this information moved over to. It is important to select the same account you connected for Google Drive.
Step 10
On the next screen click Continue.
Step 11
Next, make sure to select the checkbox at the top before clicking Continue.
Step 12
On the next screen click Confirm.
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 13
Select My Apps at the top of the screen.
You will now see the accounts you have connected. Click on the BoldTrail BackOffice tile.
Step 14
In the search bar type "drive". Next, click on the tile for Google Drive
Step 15
Once ready, click Activate next to Setup Wizard.
Step 16
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 Connect for each one.
Step 17
Lastly, you will be presented with a message to help you better understand the next steps. Once you are ready to proceed, click Confirm.
Setting up the Integration
These next steps will walk you through the options and settings when backing up your information from Brokermint to Google Drive.
There are 3 settings with regards to dotloop:
- Sync all (historical) data
- Sync Transactions updated since (optional)
- Back up PDF's
Sync all data
This is a required setting. You will want to consider which data you are looking to backup from Brokermint.
- If you wish to backup all historical data, select YES.
- If you wish to only bring over the files and documents added or updated once the integration is running you will want to select NO.
Sync Transactions updated since (optional)
This is an optional setting. Users that have been using the Brokermint system for a long time will want to consider how far back they wish to bring the information over from. For example, if you have been using the system for 10 years, but are only looking to backup the files and information for the last 5 years, you will want to use this setting. Doing so will help reduce the number of total records to be transferred, which in turn helps keep your subscription plan to a minimum.
Back up PDF's
This is a required setting. You must choose whether or not you wish to backup the files and documents stored with each transaction.
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 "Boldtrail Backoffice" 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:
- Transactions
- Transaction Participants
- Users
- Contacts
Turning on the Integration
Once you are ready to begin backing up your data you will want to click Activate Sync at the top of the screen.
FAQ's
How long will it take for my information to be backed up?
Unfortunately there is not a way for us to determine how long it will take to backup your data from Brokermint to Google Drive. There are a number of variables that factor in, such as how many transactions, documents, contacts, etc. you have in your account. We would also recommend that you make sure you have enough space in your Google Drive account so that your workflow is not paused due to lack of space.
Does the integration sync all the information at once?
Our integrations are designed to bring the data over in batches. Each time we are pulling data we will grab up to:
- 5 transactions
- 5 documents
- 20 tasks
- 50 activities
- 50 contacts
- 50 users
Which subscription plan is best for me?
Choosing the right plan can certainly be tricky! We found most users backing up their Brokermint data require our 50,000 records plan at minimum. It is important to note you can always upgrade your subscription should you reach your limit. For more information please review our article upgrading versus downgrading.
Can I pick and choose what is backed up from Brokermint?
Yes, the settings on the workflow allow users to pick and choose which information they wish to backup. This gives you more control over which subscription plan will be required based on the settings you selected.
