DMS sales data contains completed vehicle-sale records from your dealership, including the sale date, customer information, and vehicle details. Clarivoy uses this data to identify completed sales and support sales attribution.
Complete sales records improve matching. Include all available customer contact information, including email addresses and phone numbers, whenever possible.
DMS Integration Options
Clarivoy can receive sales data through several DMS integration methods. Use the applicable setup guide below for your dealership.
Quick Links
Export DMS Sales Data Yourself
If you are exporting sales data manually, use the DMS-specific instructions below when a guide is available.
Quick Links
When building your sales file:
• Include the required fields listed in the DMS Sales File Requirements section below.
• Include one sales record per row.
• Do not include blank rows or columns, row groupings, or summary rows.
• Name the file using the dealership name, reporting period, and the word Sales.
Example: ABC Automotive - Jan-Feb 2025 - Sales.csv
Wait until your accounting department has finalized sales for the previous month before exporting the final file.
When the file is ready, securely upload it through the Clarivoy MTSA Upload Portal ↗. Select Sales as the file type when prompted.
DMS Sales File Requirements
Include the following fields in your sales file. Complete customer and vehicle information supports matching and attribution processing.
|
Field
|
What to Include
|
Requirement
|
| Dealership Name |
Name of the dealership or rooftop |
Conditional1
|
| Sales Date |
Accounting date of the sale |
Required |
| First Name |
First name of the vehicle buyer |
Required |
| Middle Name |
Middle name of the vehicle buyer, when available |
Optional |
| Last Name |
Last name of the vehicle buyer |
Required |
| Suffix |
Suffix of the vehicle buyer, when available |
Optional |
| Street 1 |
Primary street address of the vehicle buyer |
Required |
| Street 2 |
Apartment, suite, or other secondary address information |
Optional |
| City |
City of the vehicle buyer |
Required |
| State or Province |
State or province of the vehicle buyer |
Required |
| ZIP or Postal Code |
ZIP or postal code of the vehicle buyer |
Required |
| Phone 1 |
Primary phone number, when available |
Required2
|
| Phone 2 |
Additional phone number, when available |
Required2
|
| Phone 3 |
Additional phone number, when available |
Required2
|
| Email 1 |
Primary email address, when available |
Required2
|
| Email 2 |
Additional email address, when available |
Required2
|
| New or Used |
Whether the purchased vehicle was new or used |
Required |
| Sale Type |
Type of sale, such as Retail, Wholesale, Fleet, or Transfer. This field should not indicate Purchase or Lease.
|
Required |
| Year |
Model year of the purchased vehicle |
Required |
| Make |
Make of the purchased vehicle |
Required |
| Model |
Model of the purchased vehicle |
Required |
| VIN |
Vehicle Identification Number |
Required |
| Front Gross |
Vehicle sale price less the cost of the vehicle |
Required3
|
| Back Gross |
Profit from F&I products, warranties, and related products |
Required3
|
| Total Gross |
Front Gross + Back Gross. Clarivoy calculates Total Gross for ROI reporting using these values.
|
Optional |
| Price |
Sale price of the vehicle |
Required3
|
Conditional1:
Dealership Name is required when multiple rooftops are combined into a single file.
Required2:
At least one phone number or one email address is required. Provide all available phone numbers and email addresses for the best matching results.
Required3:
Front Gross, Back Gross, and Price are required to support ROI reporting. Clarivoy calculates Total Gross as Front Gross + Back Gross.