Your source for info about syncing your Moxi account to your LoLo account.
How to set it up
A Moxi Engage integration must be set up at the partner level in LoLo - meaning if we have an Enterprise Partnership with your brokerage and we've worked together with Moxi to set up your account, you'll have access! You'll just need to use the SSO from Moxi into LoLo to authorize your sync from Moxi to LoLo - once you click through the SSO one time, you'll be all set.
Where is the SSO link? In most accounts you'll find it by clicking your profile icon in the top right, then choosing External Links - LoLo should be in the list. Contact your Moxi admin if you don't see the SSO there.
How do I add a new contact from Moxi to LoLo?
Simply add a LoLo group to your Moxi account (the group name is not case sensitive, meaning you can set it up as LOLO, lolo, LoLo, lOlO, but please do not use any spaces or other characters), then your contact(s) will sync to LoLo.
How often do changes sync from Moxi to LoLo?
Every night LoLo pulls an updated list from Moxi, so any changes you make in your Moxi account today should be visible in your LoLo account tomorrow morning.
How do I choose a gift area for my contacts when syncing them?
The sync checks the zip code of each of your LoLo tagged contacts to suggest the best gift zone for that contact. If you don’t have an address with a zip code entered in Moxi for a contact, you may want to add it; otherwise you will need to select a gift zone inside of LoLo.
Check out this guide to managing CRM contacts in LoLo:
Learn more here about how to edit contacts in LoLo
How do I remove a contact from LoLo that's syncing from Moxi?
To remove syncing contacts from LoLo, remove the contact from the LoLo group in your Moxi account. You cannot delete the contact from the LoLo platform if they are syncing from your CRM.
What if a contact is tagged in Moxi, but is not showing in LoLo?
Check out our troubleshooting guide here for more info on how to work through common syncing problems.