What: We collect complete sold records from your dealership each month (preferably from your DMS system) with sold date, customer data, and detailed vehicle information. Just as with leads data, we’re looking for as many consumer email addresses and phone numbers as possible.
Why: We need to know who we’re looking for and complete sales records make sales attribution possible. We like consumer emails and phone numbers because these are like fingerprints - no two of them are the same. The more completely unique customer data we have - the easier it is to find a match and map your customer’s purchase journey.
How: If you use either CDK or Tekion DMS, we receive your sales data directly from your DMS vendor. In most other cases, your data will be collected by DealerVault and then shared with Clarivoy.
DMS Integrations - Preferred Method
CDK Integration
Click here for more information on our direct integration with CDK DMS.
Reynolds & Reynolds DMS
Click here for information on how Clarivoy can receive sales data from Reynolds & Reynolds DMS.
Tekion Integration
Click here for more information on our direct integration with Tekion DMS.
DealerVault Integration
For most other DMS, Clarivoy can receive your sales data from DealerVault. Click here for information on how our DealerVault integration works.
Requirements for exporting your own DMS Sales Files
*If you use any of the following DMS systems, please click to see specific step-by-step instructions for exporting Sales data on your own:
● Please ensure that the required fields are present in your Sales file.
● Please ensure that the report contains 1 record per row (with no blank rows or columns, no row grouping and no summary rows).
● Please name your exported file with the dealership name, month(s) and year(s). Example: ABC Automotive - Jan-Feb 2022 - Sales.csv
● Once you have built the report, please export the data and securely upload the file at https://upload.clarivoy.com/mtsa
| Field Name | Field Description | Required? |
|---|---|---|
| Dealership Name | Name of Dealership | Only required if multiple rooftops are combined in one file |
| Sales Date | Accounting date of sale | YES |
| First Name | First name of vehicle buyer | YES |
| Middle Name | Middle name of vehicle buyer | NO |
| Last Name | Last name of vehicle buyer | YES |
| Suffix | Suffix of vehicle buyer | NO |
| Street 1 | Street address of buyer | YES |
| Street 2 | Apt, Suite, etc. of buyer | NO |
| City | City of buyer | YES |
| State or Province | State of buyer (or Province for Canada) | YES |
| Zip or Postal Code | Zip code of buyer (or Postal Code for Canada) | YES |
| Phone 1 | Example: Home phone number of buyer | YES* |
| Phone 2 | Example: Mobile phone number of buyer | YES* |
| Phone 3 | Example: Work phone number of buyer | YES* |
| Email 1 | Primary email of buyer | YES* |
| Email 2 | Secondary email of buyer | YES* |
| New or Used | Vehicle purchased new or used | YES |
| Sale Type | Description of sale type (Example values = Retail, Wholesale, Fleet, Transfer, etc). This field should NOT indicate “Purchase” or “Lease”. | YES |
| Year | Year of the vehicle purchased | YES |
| Make | Make of the vehicle purchased | YES |
| Model | Model of the vehicle purchased | YES |
| VIN | Vehicle identification number | YES |
| Front Gross | Sales price of the vehicle less the cost of the vehicle | YES✝ |
| Back Gross | Profits made in F&I on warranty and other insurance sales | YES✝ |
| Total Gross | Front Gross + Back Gross | YES✝ |
| Price | Sale price of vehicle | YES✝ |
* At least one phone number or one email is required but please provide all that are available for best results
✝ Front Gross, Back Gross and Price are required to see ROI.