Allow Clarivoy to export your sales data for you

This is the preferred method.

Please follow the instructions to create an Elead (CDK CRM) 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 your dealership name is ABC Autos, the email address would be datateam+abcautos@clarivoy.com.
    
2. Enable Admin level access.  Admin level access is required for Clarivoy to download the monthly CRM leads file.
    
3. If you have multiple stores:
   1. Enable access for all stores under one single login.
   2. Enable access to the group store (your automotive group) under the same login. 
       
4. If you create the login via CDK SSO, please trigger the activation email to be sent to us.
   If you create the login via CRM user, please provide us with the User ID and temporary password.

Exporting Sales Data on your own

1. Click the dropdown in the top right corner to select the rooftop
   
   If you have multiple rooftops and there is a “master” rooftop (the group name such as “ABC Auto Group”) you can select that instead and get all the rooftops’ data together in 1 file.
    
2. Click SEARCH next to Add in upper left corner
   
    
3. In the dropdown menu under “Step 1 – Select which database to search”, select Sold Customer Search
   
    
4. 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 the following:
       Under Company:
           • Company Name
       Under Customer Information:
           • Name (First & Last)
           • Phone
           • E-Mail Address
           • Street Address 
       Under Purchased Vehicle Information:
           • VIN
           • Model Year Start
           • Make
           • New/Used
           • Price Start
           • Purchase/Lease Date Start
               THEN to filter, enter the start date next to Purchase/Lease Date Start
               THEN enter the end date next to Purchase/Lease Date End
       Under F&I:
           • check Delivered/Pending THEN to filter, select the circle after Delivered
   
   
    
5. 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”
    
6. Click the GO button at the bottom.
   
    
7. Once the results load, click DOWNLOAD MERGE FILE at the top
   
8. Save the file somewhere you will remember.  Name it with your dealership/group name, the word “Sales” and the months the data is for.  
   Example:  ABC Autos – Sales – March 2024.csv
9. If you did not select the “master” rooftop in Step 1 and you have additional rooftops,
   Repeat Steps 1 through 8 for each additional rooftop.
10. Log out of CDK CRM
11. Go to https://upload.clarivoy.com/sourcereports to securely upload all files.