This is the process if the dealer wishes to change the data collection method for an existing task.
Switching from Collect to an Integration
For sales or leads integrations, we will need to obtain a dealer's authorization to integrate or a login.
Follow the process for Vendor Changes after Onboarding.
After completing the Vendor Change Survey, refresh the Rocketlane project and you will see the new data integration task.
Tag @Ops Team in a private message in the chat for the new data task and explain that this is to replace the existing COLLECT task.
Switching from an Integration to Collect
The dealer needs to switch to a COLLECT method of data collection. This is usually due to a data discrepancy issue that cannot be solved using our current integrations and custom mappings (if available).
Does the dealer wish to correct any existing data?
Data Correction Needed
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CSL - Open a ticket on the Tickets board
- Category = reason for changing (typically QA Issue: Price or Gross or QA Issue: Sales Counts or Sale Types)
- Assign the ticket to the Ops Coordinator
- In the ticket Description, explain why the dealer is switching integration methods (e.g. the dealer is using custom gross fields that we are unable to map OR the dealer is not identifying B2B sales in the Sale Type field of their DMS)
- Provide the name of the contact who will be uploading the sales files
- If the dealer wishes to revise previous months, specify which months to expect
-
Ops Team
- Cancel the existing data feed
- Delete any sales or leads for the current month and all previous months for which the dealer wants to correct. Log this by pasting a copy of the update statement and result from Datagrip into the task updates.
- Update the monthly task method to COLLECT
- Add the contact email & name to the monthly task
- Set the P Months to all months the dealer wishes to correct
- Set the task status to “Waiting on…”
NO Data Correction Needed
-
CSL - Tag Ops Team on the Monthly Task
- Explain why the dealer is switching integration methods (e.g. the dealer is using custom gross fields that we are unable to map OR the dealer is not identifying B2B sales in the Sale Type field of their DMS)
- Provide the name of the contact who will be uploading the files moving forward
-
Ops Team
- Cancel the existing data feed
- Delete any sales or leads for the current month. Log this by pasting a copy of the update statement and result from Datagrip into the task updates.
- Update the monthly task method to COLLECT
- Add the contact email & name to the monthly task