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Importing Deals from SkySlope

Switching to DocJacket from SkySlope — or Dotloop, dotloop, Brokermint, or another transaction platform? You can bring your active deals over yourself in a few minutes each. There's no live SkySlope sync, but you don't have to re-type anything: export the documents you already have and let DocJacket rebuild the deal from them.

Is there a SkySlope integration or automatic import?​

Not a live, one-click sync. DocJacket doesn't connect to SkySlope's system to pull loops in automatically. Instead, you use DocJacket's Upload & Extract to recreate each deal from its documents — the AI reads the contract and fills in the property, parties, key dates, and contract terms for you. For most files this takes a couple of minutes and you're not entering data by hand.

Step 1 — Export from SkySlope​

In SkySlope, open the loop you want to move and download its documents (the purchase contract at minimum, plus any addenda or disclosures) as PDFs to your computer. A single combined PDF is fine — DocJacket can split a multi-document packet automatically.

Step 2 — Upload & Extract​

  1. In DocJacket, go to Transactions and click New Transaction
  2. Choose Create New Transaction
  3. Drop the exported PDFs into the upload area
  4. DocJacket extracts the deal details — property address, buyer/seller and agents, key dates, and price/terms — and shows them for review
  5. Check the extracted fields, then click Create Transaction

The new transaction opens with its documents attached, its timeline and key dates populated, and its checklist ready — the same as any deal created in DocJacket.

Do the active files first

You don't need to migrate closed history. Start with your live, in-progress deals so nothing in flight slips, then bring over others as you have time.

What comes over — and what doesn't​

  • Comes over: the documents you upload, and everything DocJacket extracts from them — property, contacts, key dates, financials, and a checklist.
  • Doesn't come over automatically: SkySlope-specific notes, task history, or internal comments that live only inside SkySlope and aren't in the documents. Re-add anything critical as a task or note on the DocJacket transaction.

Other ways to bring data in​

  • Follow Up Boss — if you use Follow Up Boss, you can sync contacts and deals directly. See Follow Up Boss.
  • Google Drive — connect Google Drive to pull documents in without downloading and re-uploading. See Google Workspace.
  • Developer API — for a custom bulk import, the Developer API covers the REST endpoints and webhooks.

Need help moving a batch of deals? Reach out to DocJacket support and we'll help you get set up.