Dotloop v2: Integration

Dotloop v2: Integration

Setup Guide for Automated Survey Requests via Dotloop v2.

Overview
Testimonial Tree integrates directly with Dotloop v2, allowing you to automatically pull closed transaction data and trigger a survey request to your clients after every closing. Once set up, the integration runs on a daily schedule — no manual work required.

This guide walks you through the full setup process step by step, from connecting your Dotloop account to configuring field mappings and scheduling the import.

Before You Begin
Make sure you have the following ready before starting:
  1. Access your Testimonial Tree Main Brokerage Admin Account
  2. Your Testimonial Tree Survey ID (found under Surveys > Manage)
    1. Finding Your Survey ID
      To find your Survey ID, go to Surveys > Manage in the Testimonial Tree left sidebar. Your active survey will be listed with its ID number (e.g., #42717). Use that number as your SurveyId parameter.
  1. Access to your Dotloop Brokerage (Admin Account)
  2. Your Dotloop Profile ID
    1. Finding Your Dotloop Profile ID
      The Profile ID is found in the URL of your Dotloop Brokerage Admin Account page. Here is how to locate it:
  1. Log in to your Dotloop Brokerage (Admin Account).
  2. Navigate to Accounts (you will see a Member ID listed on this page — this is not the Profile ID).
  3. Click on the Admin Account from the accounts list.
  4. Look at the URL in your browser's address bar. The Profile ID appears as a numeric value at the end of the URL path.
  5. Copy that number and use it as your ProfileId parameter.
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Note: The Profile ID is different from the Member ID shown on the Accounts page. You must click into the admin account and read the ID directly from the browser URL bar.

1. Log In and Navigate to Imports

Log in to Testimonial Tree using the Main Admin Account. Once logged in, navigate to Management > Imports in the left sidebar.



This will open the TT Import Manager.


On the Import Configurations Dashboard, click the blue + New Import button in the top-right corner.

2. Choose Import Method: API Integration

In the Data Import Wizard, you will be asked to choose an import method. Select API Integration (best for recurring, automated imports), then click Continue to Provider Selection.



3. Select Provider: DotLoop v2

On the Select Provider screen, search for dotloop in the search field. Two options will appear — select DotLoop v2. You will then see the list of available APIs for that provider.


4. Connect with Dotloop (OAuth2)

After selecting DotLoop v2, you will see a Connect with Dotloop prompt. Click the Connect with Dotloop button to initiate the OAuth2 handshake. This establishes a secure connection between Testimonial Tree and your Dotloop account.


A Dotloop authorization popup will appear listing the permissions being requested. Review the permissions and click APPROVE to grant access. 




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The authorization allows Testimonial Tree to view account details, access loops, and retrieve transaction data. These permissions are required to pull closed transaction data and match it to the correct agents.

After approving access, you’ll need to select DotLoop v2 Survey (Complete Algorithm Implementation) from the list of APIs. This corresponds to the endpoint: /api/v1/dotloopv2/survey_v2. This is the primary endpoint used to pull transaction data that triggers survey requests.


5. Configure API Parameters

After connecting, you will be taken to the Configure API screen. Fill in the following fields:
  1. RefreshToken — Auto-populated after OAuth connection — do not modify.
  2. SurveyId — Your Testimonial Tree Survey ID (Refer to the “Finding your Survey ID” section above for instructions).
  3. Daysback — Enter the number of days to look back for closed transactions (e.g., 14 days).
  4. ProfileId — Your Dotloop Profile ID (see sub-section below on how to locate it).
  5. Status — Enter 4 (this filters for closed/completed transactions).
  6. Username — Your Testimonial Tree Main Brokerage Admin Username (can also be found in the upper-right corner of your screen).
  7. CompanyName — Your company name.
  8. BuySell — Enter:
    1. buy = Buyer transactions only
    2. sell = Listing/Seller transactions only
    3. both = Includes both buyer and seller transactions
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Note: If multiple survey feeds are configured, ensure each feed uses the correct BuySell value to avoid duplicate or misrouted survey triggers.
  1. TenantLandlord and SortField — leave blank/skip it.

Test the API Connection

Once all parameters are filled in, scroll down and click Test Connection > Response Data. The system will pull the most recent transaction data from Dotloop. Review the sample data to confirm it looks accurate — verify agent names, email addresses, and transaction details. Once confirmed, click Next.



6. Data Mapping

On the Data Mapping step, first select the Testimonial Tree data type: Survey Requests via Email and SMS.



Then, under Field Mapping, map the following API fields to their corresponding Testimonial Tree fields:



API Field
Testimonial Tree Field
RecordUserEmail
→Recording User Email
SurveyId→Survey ID
ToEmail1→To Email Address
ToName→To Name
ToPhone→To Client Phone Number
transactionID→Tracking ID

When all fields are mapped, click Next.

7. Schedule the Import

On the Schedule Import step, configure when the import should run:
  1. Import Type: Recurring
  2. Start Date: Today's date (or a desired future start date)
  3. Start Time (GMT/UTC): Set the time in GMT. The system will display your local equivalent.
  4. Frequency: Daily (recommended)
  5. End Schedule: No End Date (so it runs indefinitely)
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Note: All times must be entered in GMT/UTC. The system shows your current timezone offset for reference. For example, if you are in UTC-4 and want the import to run at 12:00 PM local time, enter 16:00 as the start time.

IdeaTo help convert local time to UTC/GMT, you may use: https://www.worldtimebuddy.com/gmt-to-est-converter



Review the Schedule Summary at the bottom, then click Next.

8. Review and Save Configuration 

The Review Configuration screen gives you a full summary of everything you have configured. Check each section:
  1. Step 1 — Provider & API Selection: DotLoop v2 with the Complete Algorithm Implementation endpoint
  2. Step 2 — API Configuration: All parameters entered correctly
  3. Step 3 — Data Type Selection: Survey Requests via Email and SMS, with field mappings confirmed
  4. Step 4 — Schedule Configuration: Daily recurring import at your chosen time

If everything looks correct, click Next to save the configuration. The status will show Ready for Import before you finalize.

9. Finalize Import Configuration

This will be the final step of the integration. Please enter the import name as: Survey Feed via Dotloop v2



10. Verify in the Import Configurations Dashboard

After saving, you will be returned to the Import Configurations Dashboard. Your new Survey Feed via Dotloop v2 configuration will appear in the list. The toggle will be active and the import will run automatically on your set schedule.




You're All Set!

Once the integration is active, survey requests will be sent automatically to clients for every closed transaction pulled from Dotloop — based on the Daysback window you configured. You can monitor import results and survey responses from the Testimonial Tree dashboard and Reports Tab. If you need to make changes, click the edit icon on the actions section. 
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Disclaimer: The procedures and screenshots provided are for reference only. Actual steps and visuals may differ slightly based on software updates, device configurations, or user settings.

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