Exporting CRM Leads from CDK CRM
- In the top right corner, click the dropdown to select the rooftop.
If you have multiple rooftops and there is a “parent” rooftop (the group name such as “ABC Auto Group”), you can select that instead and get all the rooftops’ data together in 1 file. - In the upper left corner, next to +Add, click 🔍 SEARCH
- Under “Step 1 – Select which database to search”, in the dropdown menu, select PROSPECT SEARCH
- Under “Step 2 – Select your search criteria”, click the following checkboxes next to each data type. Make sure you are just selecting the first column of check boxes under the small computer icon! (NOT under the small lock icon).
In the first column, check:- Under Customer Information:
• Name (First & Last)
• Phone
• E-Mail
• Street Address - Under Opportunity Information:
• DATE IN to filer dates, then enter the start date under "Date In Start" and the end date under "Date In End"
• Source Type
• Lead Provider - Under Vehicle Wanted:
• Year
• Make
• New/Used
- Under Customer Information:
- Under “Step 3 – Get Your Search Results” at bottom of screen: check both boxes for:
• “Display All Vehicles for Prospect”
• and “Include Dealer Info and Standard Address Fields"
- Click the GO button at the bottom.
- Once the results load, click DOWNLOAD MERGE FILE at the top.
- Save the file somewhere you will remember. Name it with your dealership name, the words “CDK CRM” and the months the data is for.
Example: ABC Autos – CDK CRM – Jan 2025 to Feb 2025.csv - If you did not select the “parent” rooftop in Step 1 and you have additional rooftops, Repeat the previous steps for each additional rooftop.
- If you have not already done so, you will also need to export a Sales file for us from your CRM. Click here for instructions on exporting the Sales file from CDK CRM.
- Log out of CDK CRM.
- Go to https://upload.clarivoy.com/sourcereports to securely upload all files, checking the box for “CRM Leads”.