Service Appointment Data (What/Why/How)

Table of Contents

DMS Integrations - Preferred Method Tekion Integration DealerVault Integration Requirements for Service Appointments Files

What: Clarivoy needs to a rolling 45 day log of Service Appointments for your dealership on a daily basis. We collect Service Appointment data from your dealership (preferably from your DMS or Service Scheduling Software) with date of service, customer data, and detailed vehicle information.

Why: To provide a complete Customer Data Platform, we need to obtain customer data from all of your dealership's systems.

How: If you use Tekion DMS, we receive your sales data directly from your DMS vendor. In most other cases, your data will be collected by DealerVault and then shared with Clarivoy.

DMS Integrations - Preferred Method

Tekion Integration

We have a relationship established with Tekion, where Tekion will directly provide us with the requested data once your dealership authorizes the data sharing. Click here for more information on our Service data Integration with Tekion DMS.

DealerVault Integration

For most other DMS, Clarivoy can receive your sales data from DealerVault.

Requirements for Service Appointments Files

Please ensure that the required fields are present in your Service Appointments file.
The file should contain 1 record per row (with no blank rows or columns, no row grouping and no summary rows).

Column	Type	Required
time	int	TRUE
vehicle_type	string	TRUE
file_type	string
dv_dealer_id	string
property_id	string	TRUE
dms_type	string
appointment_number	string	TRUE
appointment_date	string	TRUE
appointment_time	string	TRUE
appointment_create_date	string	TRUE
ronumber	string	TRUE
last_ro_miles	string	TRUE
last_ro_date	string	TRUE
promise_date	string	TRUE
promise_time	string
cause	string
complaint	string
comment	string
operation_code	string	TRUE
operation_code_description	string	TRUE
recommended_operation_code	string	TRUE
recommended_operation_code_description	string	TRUE
service_advisor_number	string	TRUE
service_advisor_name	string	TRUE
sale_type	string	TRUE
waiting_flag	string	TRUE
loaner_flag	string	TRUE
alternate_transportation	string
estimate_time	string
estimate_amount	string
tag_number	string
vin	string	TRUE
year	string	TRUE
make	string	TRUE
model	string	TRUE
model_number	string	TRUE
appointment_mileage	string	TRUE
description	string
exterior_color	string
stock_number	string	TRUE
transmissionno	string	TRUE
engine_configuration	string	TRUE
vehicle_trim	string	TRUE
engineno	string	TRUE
chassis_number	string	TRUE
license_plate_number	string
deliverydate	string	TRUE
delivery_mileage	string	TRUE
in_service_date	string	TRUE
vin_explosion_year	string	TRUE
vin_explosion_make	string	TRUE
vin_explosion_model	string	TRUE
vin_explosion_trim	string	TRUE
vin_explosion_transmission_type	string	TRUE
vin_explosion_fuel_type	string	TRUE
vin_explosion_engine_size	string	TRUE
vin_explosion_gvw_range	string	TRUE
customer_number	string	TRUE
name1	string	TRUE
salutation	string	TRUE
middle	string
address_line_1	string	TRUE
address_line_2	string	TRUE
raw_state	string	TRUE
raw_city	string	TRUE
raw_zip	string	TRUE
county	string	TRUE
phone1	string	TRUE
phone2	string	TRUE*
phone3	string	TRUE*
email1	string	TRUE
email2	string	TRUE*
email3	string	TRUE*
birth_date	string	TRUE
individual_business_flag	string	TRUE
opt_out	string	TRUE
block_mail	string
language	string
customer_create_date	string	TRUE
lastservicedate	string	TRUE
cass_std_line2	string
cass_std_dpbc	string
cass_std_chkdgt	string
cass_std_cart	string
cass_std_lot	string
cass_std_lotord	string
cass_std_urb	string
cass_std_fips	string
cass_std_ews	string
cass_std_lacs	string
cass_std_zipmov	string
cass_std_z4lom	string
cass_std_ndiapt	string
cass_std_ndirr	string
cass_std_lacsrt	string
cass_std_error_cd	string
sa_id	string
appointment_date_unixtime	long	TRUE
td_clarivoy_id	string

* At least one phone number or one email is required but please provide all that are available for best results