Tekion: Setting Up DMS Sales Reports

Allow Tekion to Automate Your Sales Data For You

This is the preferred method.
The integration process for Tekion is different depending on:

Existing Tekion Dealers

This process is for dealers who have been using Tekion and are new to Clarivoy.
Clarivoy must request access from Tekion to collect your sales data as part of our setup for your account.

  1. Please print or download the document below (use the print or download buttons in the upper right corner of the form).
  2. Complete the last 2 sections (Dealership and Authorized By).  
  3. Tekion requires a physical signature on the form.
  4. Complete one form per store, as required by Tekion.
  5. Please return the completed form(s) to Clarivoy, not Tekion.  Please send it to customersuccess@clarivoy.com.
         We need to add Secure FTP credentials to your completed form before sending to Tekion.

 

 

 

 

New Launch Process

This process is for dealers who have just recently switched from another DMS to Tekion.
If your dealership has been using Tekion but is new to Clarivoy, see the process for Existing Tekion Dealers.

  1. Please have your dealership's DMS Administrator notify your Tekion contact that you are working with Clarivoy as a vendor.  This is required so that Tekion has your authorization to share your sales data with Clarivoy.
  2. Tekion's New Launch team will reach out to Clarivoy and set up the data connection to send your Sales data to Clarivoy.

 

 

 


Tekion Integration Sales Data Specifications

Below are the data mappings for our integration with Tekion DMS.  If you wish to use a different date field other than Contract Date, we ask that you send your sales files manually instead.

  • Sale Date = pulls from Contract Date in Tekion DMS
  • Sale Price = pulls from Vehicle Sale Price
  • Total gross = pulls from Total Gross Profit
  • Back gross = pulls from Backend Gross Profit
  • Front gross = pulls from Frontend Gross Profit

 


Exporting Sales Data On Your Own

If you wish to export your Sales Data on your own, you will need to build a report in your Tekion DMS and upload the file to Clarivoy.  Please view the Sales file requirements.



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