Allow Clarivoy to export your leads data for you

This is the preferred method. 

Please create a NewTech CRM login for Clarivoy so that our team can pull and load this data for you each month.

1. Use this format for the email address: 
       datateam+clientname@clarivoy.com 
       Replace clientname with your dealership name (no spaces).  Make sure you include the + sign.   
       Example: If you dealership name is ABC Autos, the email address would be datateam+abcautos@clarivoy.com.
2. Please enable access to: view all leads for all Users/Salespeople at the dealership.
3. Enable access to Export data. 
   This sometimes requires the user profile to be set to Admin or Manager access.

Exporting the CRM Leads on your own

Setting Up the Report and Pulling Backdata

If you have already created the report, skip ahead to Pulling the Report Monthly.

1. Click on TOOLS at top menu, then click on CREATE LISTS from submenu
2. Click the New icon (top left)
3. NOTE: Contact First Name, Contact Middle Name and Contact Last Name are added to the report by the system automatically.  You do not need to add those fields into the “List Criteria”.
4. Under General, then Communication Information, click each of the following then click “Add Data Without Filter”:
   1. Primary Cell Phone
   2. Primary E-Mail
   3. Primary Home Phone
   4. Primary Phone
   5. Primary Work Phone
5. Under General, then Address Information, click each of the following then click “Add Data Without Filter”:
   1. Street 1
   2. Street 2
   3. City
   4. State
   5. Zip Code
6. Under Contact History, click each of the following then click “Add Data Without Filter”:
   1. Advertiser
   2. Campaign
   3. Method
7. Under Contact History, click: 
       a. Incoming 
        THEN under Filter Criteria → Select Data to Filter By, select Incoming 
        THEN click “Add Data With Filter”
8. Under Contact History, click: 
        a. Dealership 
       IF YOU ARE PULLING FOR ONLY ONE DEALERSHIP IN THE GROUP: 
           i.    THEN under Filter Criteria-> Select the dealership you need 
           ii.    THEN click “Add Data With Filter” 
       OTHERWISE (TO PULL A MULTI FILE FOR ALL STORES IN THIS LOGIN): 
           i.    THEN click “Add Data Without Filter”
9. Under Internet Lead, click each of the following then click “Add Data Without Filter”:
   1. Source
10. Under Contact History, click: 
         a. Date 
         THEN under Filter Criteria → Select Data to Filter By, enter the dates you need for backdata (the 2 full months prior to your Clarivoy start date) 
         THEN click “Add Data With Filter”
11. After this, the Selected List Criteria should look like this: 
    
12. Click the Save icon (top left)
    1. Description = Clarivoy Leads Report
    2. Category = Misc.
    3. Save
13. Click EXPORT at left side menu
14. In "Are you exporting this for a mass e-mail campaign?" pop up box, click NO
15. In the left side menu of the Save pop up window, click on the dropdown arrow next to NETWORK
16. Scroll down and click on TSCLIENT, then double  click on \\TSCLIENT\WEBFILE
17. Name file, then click on SAVE (file will export at bottom of your browser like normal)Save the file somewhere you will remember. Name it with your dealership name, the words “NewTech CRM” and the months the data is for. 
    Example: ABC Autos – NewTech CRM – Jan 2024 to Feb 2024.csv
18. In pop up message that asks if you want to try and open the file, click NO
19. Upload all files securely at https://upload.clarivoy.com/mtsa, checking the box for “CRM Leads”

Moving forward, you will be able to pull the leads easily each month by following the steps below.

Pulling the Report Monthly

1. Click on TOOLS at top menu, then click on CREATE LISTS from submenu
2. Click on small yellow file folder icon at top left menu (to the left of floppy disk save icon)
3. Select the list name you need in pop up window ("Clarivoy Leads Report"), then click on OPEN
4. Under "Selected List Criteria", click on the Date filter (Example: "DATE 11/1/2020 to 11/30/2020")
5. In the left "Filter Criteria" menu, change Start Date and End Date to desired previous month
6. Click ADD DATA WITH FILTER in orange
7. Go back to "Selected List Criteria" and select previous Date filter (the date filter that was already there with older dates), then click REMOVE
8. SELECTED CRITERIA in blue at the bottom
9. Click CREATE LIST in blue at the bottom
10. Click EXPORT at left side menu
11. In "Are you exporting this for a mass e-mail campaign?" pop up box, click NO
12. In the left side menu of the Save pop up window, click on the dropdown arrow next to NETWORK
13. Scroll down and click on TSCLIENT, then double  click on \\TSCLIENT\WEBFILE
14. Name file, then click on SAVE (file will export at bottom of your browser like normal)
15. Save the file somewhere you will remember. Name it with your dealership name, the words “NewTech CRM” and the month the data is for. 
    Example: ABC Autos – NewTech CRM – Jan 2024.csv
16. In pop up message that asks if you want to try and open the file, click NO
17. Upload all files securely at https://upload.clarivoy.com/mtsa, checking the box for “CRM Leads”