Allow Clarivoy to export your leads data for you

This is our preferred method.

Existing Login for Clarivoy
If you already have an existing Tekion CRM login for Clarivoy, please add any new stores to the existing login.

New to Clarivoy
Please create a Tekion CRM login for Clarivoy so that our team can pull and load your CRM leads data 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. If you have multiple rooftops, please enable access to all rooftops under the same login.
3. User Role must be Sales Manager in order for us to access the Core Reports app.
4. Enable the following permissions:
      • General --> Reporting --> All 
      • Sales --> CRM --> Export data from CRM
      • Sales --> CRM --> all permissions that say “Leads”
5. Please provide us with the username/email address and temporary password.

If you need assistance creating the login, please contact Tekion Support by clicking the "Get Help" button in the top of your CRM.

Exporting CRM Leads on your own

Access Required

In order to create the CRM Leads Report and export the data in Tekion CRM, your user profile must have the following permissions:

• User Role must be Sales Manager or higher to access the Core Reports app
• Enable the following permissions:
  • General --> Reporting --> All
  • Sales --> CRM --> Export data from CRM
  • Sales --> CRM --> all permissions that say "Leads"

If you need assistance setting the permissions, please contact Tekion Support by clicking the "Get Help" button in the top of your CRM.

Creating the Report

If you have already setup the report, skip ahead to Pulling the Data Monthly.

1. Login to Tekion CRM at https://app.tekioncloud.com/login
2. In the top right corner, click the arrow for the rooftop selection drop down menu and select the desired rooftop.
   
   
3. Click the 9 squares Menu (top left corner)
   
4. Under "Core", Select Reports
   
5. Click the Spyglass icon (top right)
   
6. Search for “Lead Report Builder”, then click on “Lead Report Builder”
           If you do not see “Lead Report Builder”, then your CRM user profile does not have the correct permissions.  See the Access Required section.
7. Next to Created Time, click on the dates to change the dates.  Set the dates to the 2 full months prior to your Clarivoy Start Date.  For example, if you are starting with Clarivoy in June, you would pull April 1 - May 31.
8. Press the Gear icon (top right corner of the header row)
   
9. Click “Deselect All”           
10. Select the following columns:
    1. Lead ID
    2. Source Type
    3. Source Name
    4. Buyer
    5. Address
    6. Zip Code
    7. City
    8. State
    9. Lead Creation Date
    10. Email 1
    11. Email 2
    12. Home phone
    13. Work phone
    14. Mobile phone
    15. Dealer Name
11. Save the report: Click the blue “Create New” button (top right)
12. Name = Clarivoy CRM Leads Report
13. Description = Leads last month for Clarivoy
14. Download the data:  Click the Download icon (top right - next to “All”)
            If you do not see the Download button, then your CRM user profile does not have the correct permissions.  See the Access Required section.
    
15. Click Excel
16. Click Export as Excel
17. The Export will take a minute.  Stay on this page.  When the export is ready, a notification will pop up at the bottom of the page with a download link.  Click Download.
    
18. Save the file somewhere you will remember.  Name it with your dealership name, the words “Tekion CRM” and the months the data is for.  
    Example:  ABC Autos – Tekion CRM – Jan 2025 to Feb 2025.csv
19. If there are additional rooftops, you will need to recreate this report under each rooftop.  Follow all previous steps for each additional rooftop.
20. Once you are done downloading the backdata for all stores, adjust the date filter so the report shows the previous month's data only. Next to Created Time, click on the dates to change the dates.  Select “Previous Month” (after opening the filter box, scroll down on the gray left panel to find “Previous Month”)
    
21. Save the changes: In the top right corner, click the blue “Save As” button
22. Then click the “Save” button.
23. 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 Data Monthly

1. Login to Tekion CRM at https://app.tekioncloud.com/login
2. In the top right corner, click the arrow for the rooftop selection drop down menu and select the desired rooftop.
   
3. Click the 9 squares Menu (top left corner)
   
4. Under "Core", Select Reports
5. Either search for “Clarivoy” or look under CRM category on left and find “Clarivoy CRM Leads”
6. Click on “Clarivoy CRM Leads” report name.
7. Download the data:  Click the Download icon (top right - next to “All”)
   
8. Click Excel
9. Export as Excel
10. The Export will take a minute.  Stay on this page.  When the export is ready, a notification will pop up at the bottom of the page with a download link.  Click Download.
    
11. Save the file somewhere you will remember.  Name it with your dealership name, the words “Tekion CRM” and the month the data is for.   
    Example:  ABC Autos – Tekion CRM – Jan 2025.csv
12. Repeat the above steps for each additional rooftop.
13. Upload all files securely at https://upload.clarivoy.com/mtsa, checking the box for “CRM Leads”