Allow Clarivoy to Export Your Sales Data For You

This is our preferred method.

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

New to Clarivoy
Please create a Dealr.Cloud login for Clarivoy:

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 your 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. Under Manage > Users, then under Deals Section check the following:
   1. View
   2. View All
4. Please provide your Onboarding Specialist with the username and password.

If you need assistance creating the login, contact Dealr.Cloud Support at (720) 772-7706.

Exporting DMS Sales on your own

Creating the Sales Report

1. Login to Dealr.Cloud at https://manage.dealr.cloud/access/login
2. At the top of the page, use the flyout menu on the left to switch stores
3. Select Reporting
4. Then click Reports
5. In Query box, search for “Sold Customer Report”
6. Click Sold Customer
7. In the top left, under dealer.cloud logo, you will see the report name.  Click the 3 dots to the right of the report name.
8. Click Copy Report
9. Click Ok
10. Click those same 3 dots again
11. Select Customize Report
12. Name the report “Clarivoy Sales Report”
13. Click Return Values
14. Then Click Select Values (in blue to the right of Return Values header)
15. Remove all fields from selected and add the following:
    1. Buyer First Name
    2. Buyer Middle Name
    3. Buyer Last Name
    4. Buyer Address Line 1
    5. Buyer Address Line 2
    6. Buyer Address City
    7. Buyer Address State
    8. Buyer Address Zip
    9. Buyer Phone
    10. Buyer Email
    11. Inventory Sales Date
    12. Pricing Frontend Profit
    13. Pricing Backend Profit
    14. Pricing Total Sale
    15. Pricing Sale Price
    16. Inventory Vehicle Year
    17. Inventory Vehicle Make
    18. Inventory Vehicle Model
    19. Inventory Vehicle VIN
    20. Inventory Condition
    21. Status
16. Click the purple Update button
17. Then click the teal Save button (at the bottom right)
18. On the left side of the screen, scroll back up to the top of the Customize pane.
19. Directly below the dealr.cloud logo, click the report name where it says “Reporting > Reports > Clarivoy Sales Report > Customize”
20. Enter Creation Time Start
21. Enter Creation Time End
22. Click Run Report
23. In the top right, Click Download CSV
24. Save the file somewhere you will remember. Name it with your dealership name, the words “DealrCloud Sales” and the months the data is for. 
    Example: ABC Autos - DealrCloud Sales – Jan 2025 to Feb 2025.csv
25. If you have multiple stores, repeat the above steps for each additional store.  You must create a separate report for each store.
26. Go to https://upload.clarivoy.com/mtsa to securely upload all files, checking the box for "Sales”.

Pulling Monthly Sales Files

1. Go to Reporting
2. Click Reports
3. Select Clarivoy Sales Report
4. Set Creation Time Change Date Range to "Last Month"
5. Run Report
6. Download CSV
7. Save the file somewhere you will remember. Name it with your dealership name, the words “DealrCloud Sales” and the months the data is for. 
   Example: ABC Autos - DealrCloud Sales – Jan 2025 to Feb 2025.csv
8. If you have multiple stores, repeat the above steps for each additional store.  You must create a separate report for each store.
9. Go to https://upload.clarivoy.com/mtsa to securely upload all files, checking the box for "Sales”.