Linking to an existing SkySlope transaction
If the transaction already exists in SkySlope:- Open your deal and go to Deal Data
- In the SkySlope section, click Link Existing (or use the transaction dropdown directly)
- Search by property address
- Select the matching transaction:
- For sales: Linked SkySlope Transaction
- For listings: Linked SkySlope Listing
- Choose your Office and Checklist Type
- Click Sync with SkySlope to push your current data
Creating a SkySlope transaction from an existing deal
If the transaction doesn’t exist in SkySlope yet, you can create it directly from Oun:- Open the deal and go to Deal Data
- In the SkySlope section, click Create in SkySlope
- A guided modal walks you through three steps:
- Select your Office
- Select a Checklist Type
- Enter the property address (pre-filled from your deal data if available)
- Street number, street name, unit, city, state, ZIP
- Click Create Sale or Create Listing
- The SkySlope transaction is created and automatically linked to your deal
Linking during deal creation
You can also link or create SkySlope transactions when you first create a deal from the dashboard:- Click New Deal
- Under SkySlope integration, choose Link existing transaction or Create in SkySlope
- Follow the same flow as above
- Deal data is pre-filled from SkySlope when linking
Listing-to-sale conversion
When a listing goes under contract, you need to promote it in SkySlope and link the new sale transaction. Oun guides you through this automatically.How it works
When you change a listing deal’s status from Pre-Contract to Under Contract (and the deal already has a SkySlope listing linked), a guided conversion modal appears: Step 1: Promote in SkySlope- Click Open SkySlope to go directly to SkySlope
- Find your listing in SkySlope
- Go to the Checklist tab and click Accepted Contract
- Click Create Transaction to promote the listing to a sale
- Return to Oun and click Next
- Oun searches for the newly created sale automatically
- If a match is found (by property address or deal name), it’s suggested for you
- Select the sale from the dropdown and click Link Sale
- The sale is linked and documents will sync to the sale transaction going forward
If you close the modal before linking
No problem — Oun shows a persistent “Link now” nudge in the SkySlope section of your deal:“Your SkySlope listing needs to be promoted to a sale transaction.”Click “Link now →” to reopen the conversion modal and pick up where you left off. The modal recognizes you’ve already been through the promote step and lets you skip ahead to linking.
Auto-sync settings
After linking, configure how data syncs between Oun and SkySlope:| Setting | Default | What it does |
|---|---|---|
| Auto-sync documents | ON | Pushes new and updated documents to SkySlope every 24 hours |
| Auto-sync deal data | OFF | Pushes deal data (contacts, dates, financials) to SkySlope every 24 hours |
FAQ
Can I link one Oun deal to multiple SkySlope transactions?
Can I link one Oun deal to multiple SkySlope transactions?
Each deal can be linked to one SkySlope sale and one SkySlope listing. For the listing-to-sale flow, the deal starts linked to a listing and adds a sale link when the listing goes under contract. Documents sync to the sale once linked.
What if I link to the wrong transaction?
What if I link to the wrong transaction?
You can change the linked transaction by selecting a different one from the SkySlope transaction dropdown on the deal data page.
What if I don't see my SkySlope transaction in the search?
What if I don't see my SkySlope transaction in the search?
If you just created it in SkySlope, wait a few minutes for it to appear. Oun searches by property address. Make sure the address in SkySlope matches your deal.
Do I need to sync manually every time?
Do I need to sync manually every time?
Not if auto-sync is enabled. Manual sync is available anytime via the Sync with SkySlope button for immediate pushes.
What happens to the listing link after converting to a sale?
What happens to the listing link after converting to a sale?
The listing link is preserved. Documents sync to the sale transaction going forward, but the listing reference stays on the deal for your records.