> ## Documentation Index
> Fetch the complete documentation index at: https://docs.oun.homes/llms.txt
> Use this file to discover all available pages before exploring further.

# Linking deals to SkySlope

> Connect your Oun deals to SkySlope transactions — link existing ones, create new ones, or let Oun guide you through the listing-to-sale flow.

Linking a deal connects your Oun transaction to a SkySlope sale or listing, enabling document sync and data flow between the two platforms.

When SkySlope is connected and a deal has no linked transaction, Oun shows a prompt in the SkySlope section reminding you to link or create one. You'll see two options: **Link Existing** and **Create in SkySlope**.

## Linking to an existing SkySlope transaction

If the transaction already exists in SkySlope:

1. Open your deal and go to **Deal Data**
2. In the **SkySlope** section, click **Link Existing** (or use the transaction dropdown directly)
3. Search by **property address**
4. Select the matching transaction:
   * For sales: **Linked SkySlope Transaction**
   * For listings: **Linked SkySlope Listing**
5. Choose your **Office** and **Checklist Type**
6. 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:

1. Open the deal and go to **Deal Data**
2. In the SkySlope section, click **Create in SkySlope**
3. A guided modal walks you through three steps:

**Step 1: SkySlope details**

* Select your **Office**
* Select a **Checklist Type**

**Step 2: Property address**

* Enter the property address (pre-filled from your deal data if available)
* Street number, street name, unit, city, state, ZIP

**Step 3: Transaction details**

For **sales**: sale price, contract acceptance date, closing date, MLS number

For **listings**: list price, listing date, listing expiration date, MLS number

4. Click **Create Sale** or **Create Listing**
5. The SkySlope transaction is created and automatically linked to your deal

<Tip>
  The "Create in SkySlope" option works for any deal type — purchases, listings for sale, leases, and listings for lease. Oun automatically determines whether to create a sale or listing based on your deal type and status.
</Tip>

## Linking during deal creation

You can also link or create SkySlope transactions when you first create a deal from the dashboard:

1. Click **New Deal**
2. Under SkySlope integration, choose **Link existing transaction** or **Create in SkySlope**
3. Follow the same flow as above
4. Deal data is pre-filled from SkySlope when linking

See [Creating a deal](/deals/creating-a-deal) for the full deal creation flow.

## 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**

1. Click **Open SkySlope** to go directly to SkySlope
2. Find your listing in SkySlope
3. Go to the **Checklist** tab and click **Accepted Contract**
4. Click **Create Transaction** to promote the listing to a sale
5. Return to Oun and click **Next**

**Step 2: Link the sale**

1. Oun searches for the newly created sale automatically
2. If a match is found (by property address or deal name), it's suggested for you
3. Select the sale from the dropdown and click **Link Sale**

**Step 3: Confirm**

* 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 |

Access these settings from the gear icon next to the SkySlope sync button.

<Warning>
  Auto-sync deal data is off by default because it overwrites any changes you've made directly in SkySlope. Only enable it if Oun is your primary source of truth.
</Warning>

## FAQ

<AccordionGroup>
  <Accordion title="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.
  </Accordion>

  <Accordion title="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.
  </Accordion>

  <Accordion title="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.
  </Accordion>

  <Accordion title="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.
  </Accordion>

  <Accordion title="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.
  </Accordion>
</AccordionGroup>