Submitting a New Feed Request in DealerVault

1. Login to DealerVault
2. Click the Orders menu in the top
3. Click on New Feed Request
4. Choose “Add a new Dealership”
5. Click Continue
6. Step 1. Vendor Program Information
   1. Select Program
      1. Vendor Program = Clarivoy
      2. Requested by = (leave as-is)
   2. Program Contact for Dealership Questions
      1. (Leave everything as is)
   3. Click Next
7. Step 2. Dealership Information
   1. Dealership Location Information
      1. Enter all dealership information from Clarivoy Properties board
   2. Dealership Contact Information
      1. Enter the Main POC from the Clarivoy Properties board
      2. Use Preferred Phone if it exists.  If that field is blank, use the Dealership Phone.  If Dealership Phone is blank, Google it.
      3. Vendor Dealer ID = Our Clarivoy Property ID
   3. Click Next
8. Step 3. Address Verification
   1. Use “What Google Suggested” unless it looks very different (then choose “What you Submitted”).
   2. Click Next
9. Step 4. Dealership Match
   1. Dealership Data Available
      1. If a DealerVault feed already exists, it will provide you with at least one choice to pick from.  If the dealership information appears correct AND THE DMS IS CORRECT, choose that feed.
         1. Make sure to UNCHECK Service - we don't want this!
         2. Sales should be checked
      2. If the dealership information does not appear correct OR THE DMS DOES NOT MATCH, choose “Proceed as no-match….”
         
   2. Feed Frequency
      1. Select Daily
         
   3. Click Next
10. Step 5. Authorization and Processing Forms
    1. Click Next
11. Step 5. Review Your Order
    1. Verify Everything looks correct
    2. Click Next
12. Step 6. Terms and Conditions
    1. Check all of the checkboxes to accept the terms
    2. Click Next
13. You should receive a confirmation page.
14. A DealerVault ticket will be created for the new feed request and DV Support will work the feed setup from the ticket.
15. If you had to choose “Proceed as no-match….” because the DMS did not match:
    1. Login to the DealerVault Support Portal and search for the ticket by the dealer name.
    2. Add a Post (update) on the right side of the page, telling DV that the dealer recently switched DMS and we want the data from their new DMS [DMSName], NOT their old DMS [oldDMS].
    3. Click Share to submit the update.
16. Next Steps: See Data Integration: DV SFTP Method: Feed Approval Request Confirmation