Allow Clarivoy to export your sales data for you

This is the Preferred Method.

Please create a DealerSocket 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 you dealership name is ABC Autos, the email address would be datateam+abcautos@clarivoy.com.

2. Enable Admin access.  Admin access is required for Clarivoy to view the email logs, which contain all of your CRM Leads.

Exporting the Sales Report on your own

Setting Up The Sales Report

1. Click on dropdown at upper right corner to change the rooftop (if necessary)
   
   
   
2. Click on MARKETING TOOLS (pie chart icon in the blue box on the left side of the screen)
3. Click on LIST BUILDER in submenu
   
4. In the “Select” dropdown, click on VEHICLE
   
5. Under Vehicle, scroll down and click on PURCHASE DATE
   
6. In the “Input Criteria” pop up box, click on PLEASE SELECT, then click on between (BETWEEN)
     
7. Change both dates to reflect the desired date range
8. Click SAVE
9. Click on SAVE at upper right corner
   
10. Name report “Clarivoy Sales Report” and click SAVE
    
11. Repeat all steps for each additional store/rooftop.

To export the data, follow the below instructions.

Pulling the Sales Report Monthly

1. Click on dropdown at upper right corner to change the rooftop (if necessary)
   
2. Click on MARKETING TOOLS (pie chart icon in the blue box on the left side of the screen)
   
3. Click on LIST BUILDER in submenu
   
    
4. Click on Load in the upper right corner
   
    
5. Select “Clarivoy Sales Report” under Personal List:  
   
6. Click on LOAD SAVED QUERY
7. Remove previous Purchase Dates by pressing the Trash Can icon
   
8. In the “Select” dropdown, click on Vehicle
   
9. Click on PURCHASE DATE
   
10. In the “Input Criteria” pop up box, click on PLEASE SELECT, then click on between (BETWEEN)
     
11. Change both dates to reflect the desired date range
12. Click SAVE
13. Click on SAVE at upper right corner
    
14. Click “Clarivoy Sales Report” and click SAVE and Click YES to “Are you sure want update this query”.
    
15. Click Run on the top left corner
    
16. Click SELECT ALL on the top left corner
    
17. Next Click EXPORT on the top right corner
    
18. Click on ENTITY tile at the top left of the popup window and select the following
    1.    First Name
    2.    Last Name
       c.    Address 1
       d.    Address 2
       e.    City
       f.    State
       g.    Postal Code
       h.    Work Number
       i.    Mobile Number
       j.    Home/ Main Number
       k.    Email Address
       
       
19. Next click on the VEHICLE tile and select the following
    1.   VIN
       b.    Year
       c.    Make
       d.    Model
       e.    Purchase Date
       f.    Sales Type
       g.    Purchase Type
       h.    Sale Price
       i.    Gross Profit
       j.    Stock Num
       
20. Click CREATE SPREADSHEET on the bottom right of the popup window.
    Name the file the Dealership Name, the words “Sales from DealerSocket” and the dates.
    Example: ABC Autos – Sales from DealerSocket – April 2024 to May 2024
21. Go back to the main screen of DealerSocket and repeat steps 1 – 20 for each additional rooftop.
22. Once you have exported the data, securely upload the file at https://upload.clarivoy.com/sourcereports checking the box for “Sales”.