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CDK CRM (Elead): Sales Data for Source Reports

Table of Contents

CDK CRM Login Creation Instructions CDK CRM Login Creation Instructions CDK CRM Login Creation Instructions CDK CRM Login Creation Instructions

Are you a Ford Dealer?

Yes

 

No

 
 

Which website do you visit to login to your CRM?

forddirectcrm.com

 

corp.sts.ford.com

 

eleadcrm.com

 

retail.cdk.com

 

login.connectcdk.com

 
 

Exporting Sales Data from Ford Direct CDK CRM

  1. After logging in to your CRM, In the top right corner, click the dropdown to select the rooftop.
    Graphical user interface, text Description automatically generated with medium confidence
    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.
     
  2. Near the top left corner, next to +Add, click 🔍 Search.
    Graphical user interface, text, application, website Description automatically generated
     
  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

    Graphical user interface, application Description automatically generated
     
  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.
    Graphical user interface, text, application Description automatically generated
     
  7. Once the results load, click DOWNLOAD MERGE FILE at the top
    Graphical user interface, application Description automatically generated
  8. Save the file somewhere you will remember.  Name it with your dealership/group name, the word “Sales” and the month the data is for.  
    Example:  ABC Autos – Sales – Jan 2025.csv
  9. If you did not select the “parent” rooftop in Step 1 and you have additional rooftops, repeat all previous steps for each additional rooftop.
  10. If you have not already done so, you will also need to export a CRM Leads file for us from your CRM.  Click here for instructions on exporting the CRM Leads file from CDK CRM.
  11. Log out of CDK CRM.
  12. Go to https://upload.clarivoy.com/sourcereports to securely upload all files, checking the box for “Sales”.
 

Exporting Sales Data from Ford Direct CDK CRM

  1. After logging in to your CRM, In the top right corner, click the dropdown to select the rooftop.
    Graphical user interface, text Description automatically generated with medium confidence
    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.
     
  2. Near the top left corner, next to +Add, click 🔍 Search.
    Graphical user interface, text, application, website Description automatically generated
     
  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

    Graphical user interface, application Description automatically generated
     
  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.
    Graphical user interface, text, application Description automatically generated
     
  7. Once the results load, click DOWNLOAD MERGE FILE at the top
    Graphical user interface, application Description automatically generated
  8. Save the file somewhere you will remember.  Name it with your dealership/group name, the word “Sales” and the month the data is for.  
    Example:  ABC Autos – Sales – Jan 2025.csv
  9. If you did not select the “parent” rooftop in Step 1 and you have additional rooftops, repeat all previous steps for each additional rooftop.
  10. If you have not already done so, you will also need to export a CRM Leads file for us from your CRM.  Click here for instructions on exporting the CRM Leads file from CDK CRM.
  11. Log out of CDK CRM.
  12. Go to https://upload.clarivoy.com/sourcereports to securely upload all files, checking the box for “Sales”.

Allow Clarivoy to export your sales data for you

CDK CRM Login Creation Instructions

This is the preferred method.
 

Existing Login for Clarivoy
If you already have an existing CDK CRM (ELEAD) login for Clarivoy, please add the store(s) to the existing login.
 

New to Clarivoy
Please create a CDK CRM (Elead) login for Clarivoy.

  1. Go to Admin -> CRM Setup -> Personnel.  At the top of the page, click the Add Personnel button.
  2. Under Positions, add Administrator.  Administrator level access is required for Clarivoy to download the monthly leads files. 
  3. In the Add Personnel screen:
    1. Under Notification Address, do NOT fill in an Email address.
    2. Under CDK SSO User Details, use this format for the SSO username:        
            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.
  4. Ensure the boxes are checked for both Active and Login, then click Save.
  5. In the Store Assignment:
            ◦ Enable access for all stores under one single login.
            ◦ Enable access to the group store (your automotive group) under the same login. 

If you need assistance creating the login, call CDK Support at (866) 668-5394.

 

 

Exporting Sales Data on your own

  1. After logging in to your CRM, In the top right corner, click the dropdown to select the rooftop.
    Graphical user interface, text Description automatically generated with medium confidence
    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.
     
  2. Near the top left corner, next to +Add, click 🔍 Search.
    Graphical user interface, text, application, website Description automatically generated
     
  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

    Graphical user interface, application Description automatically generated
     
  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.
    Graphical user interface, text, application Description automatically generated
     
  7. Once the results load, click DOWNLOAD MERGE FILE at the top
    Graphical user interface, application Description automatically generated
  8. Save the file somewhere you will remember.  Name it with your dealership/group name, the word “Sales” and the month the data is for.  
    Example:  ABC Autos – Sales – Jan 2025.csv
  9. If you did not select the “parent” rooftop in Step 1 and you have additional rooftops, repeat all previous steps for each additional rooftop.
  10. If you have not already done so, you will also need to export a CRM Leads file for us from your CRM.  Click here for instructions on exporting the CRM Leads file from CDK CRM.
  11. Log out of CDK CRM.
  12. Go to https://upload.clarivoy.com/sourcereports to securely upload all files, checking the box for “Sales”.

Allow Clarivoy to export your sales data for you

CDK CRM Login Creation Instructions

This is the preferred method.
 

Existing Login for Clarivoy
If you already have an existing CDK CRM (ELEAD) login for Clarivoy, please add the store(s) to the existing login.
 

New to Clarivoy
Please create a CDK CRM (Elead) login for Clarivoy.

  1. Go to Admin -> CRM Setup -> Personnel.  At the top of the page, click the Add Personnel button.
  2. Under Positions, add Administrator.  Administrator level access is required for Clarivoy to download the monthly leads files. 
  3. In the Add Personnel screen:
    1. Under Notification Address, do NOT fill in an Email address.
    2. Under CDK SSO User Details, use this format for the SSO username:        
            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.
  4. Ensure the boxes are checked for both Active and Login, then click Save.
  5. In the Store Assignment:
            ◦ Enable access for all stores under one single login.
            ◦ Enable access to the group store (your automotive group) under the same login. 

If you need assistance creating the login, call CDK Support at (866) 668-5394.

 

 

Exporting Sales Data on your own

  1. After logging in to your CRM, In the top right corner, click the dropdown to select the rooftop.
    Graphical user interface, text Description automatically generated with medium confidence
    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.
     
  2. Near the top left corner, next to +Add, click 🔍 Search.
    Graphical user interface, text, application, website Description automatically generated
     
  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

    Graphical user interface, application Description automatically generated
     
  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.
    Graphical user interface, text, application Description automatically generated
     
  7. Once the results load, click DOWNLOAD MERGE FILE at the top
    Graphical user interface, application Description automatically generated
  8. Save the file somewhere you will remember.  Name it with your dealership/group name, the word “Sales” and the month the data is for.  
    Example:  ABC Autos – Sales – Jan 2025.csv
  9. If you did not select the “parent” rooftop in Step 1 and you have additional rooftops, repeat all previous steps for each additional rooftop.
  10. If you have not already done so, you will also need to export a CRM Leads file for us from your CRM.  Click here for instructions on exporting the CRM Leads file from CDK CRM.
  11. Log out of CDK CRM.
  12. Go to https://upload.clarivoy.com/sourcereports to securely upload all files, checking the box for “Sales”.

Allow Clarivoy to export your sales data for you

CDK CRM Login Creation Instructions

This is the preferred method.
 

Existing Login for Clarivoy
If you already have an existing CDK CRM (ELEAD) login for Clarivoy, please add the store(s) to the existing login.
 

New to Clarivoy
Please create a CDK CRM (Elead) login for Clarivoy.

  1. Go to Admin -> CRM Setup -> Personnel.  At the top of the page, click the Add Personnel button.
  2. Under Positions, add Administrator.  Administrator level access is required for Clarivoy to download the monthly leads files. 
  3. In the Add Personnel screen:
    1. Under Notification Address, do NOT fill in an Email address.
    2. Under CDK SSO User Details, use this format for the SSO username:        
            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.
  4. Ensure the boxes are checked for both Active and Login, then click Save.
  5. In the Store Assignment:
            ◦ Enable access for all stores under one single login.
            ◦ Enable access to the group store (your automotive group) under the same login. 

If you need assistance creating the login, call CDK Support at (866) 668-5394.

 

 

Exporting Sales Data on your own

  1. After logging in to your CRM, In the top right corner, click the dropdown to select the rooftop.
    Graphical user interface, text Description automatically generated with medium confidence
    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.
     
  2. Near the top left corner, next to +Add, click 🔍 Search.
    Graphical user interface, text, application, website Description automatically generated
     
  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

    Graphical user interface, application Description automatically generated
     
  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.
    Graphical user interface, text, application Description automatically generated
     
  7. Once the results load, click DOWNLOAD MERGE FILE at the top
    Graphical user interface, application Description automatically generated
  8. Save the file somewhere you will remember.  Name it with your dealership/group name, the word “Sales” and the month the data is for.  
    Example:  ABC Autos – Sales – Jan 2025.csv
  9. If you did not select the “parent” rooftop in Step 1 and you have additional rooftops, repeat all previous steps for each additional rooftop.
  10. If you have not already done so, you will also need to export a CRM Leads file for us from your CRM.  Click here for instructions on exporting the CRM Leads file from CDK CRM.
  11. Log out of CDK CRM.
  12. Go to https://upload.clarivoy.com/sourcereports to securely upload all files, checking the box for “Sales”.
 

CDK CRM Instructions for Exporting Sales for Non-Ford Dealers

Allow Clarivoy to export your sales data for you

CDK CRM Login Creation Instructions

This is the preferred method.
 

Existing Login for Clarivoy
If you already have an existing CDK CRM (ELEAD) login for Clarivoy, please add the store(s) to the existing login.
 

New to Clarivoy
Please create a CDK CRM (Elead) login for Clarivoy.

  1. Go to Admin -> CRM Setup -> Personnel.  At the top of the page, click the Add Personnel button.
  2. Under Positions, add Administrator.  Administrator level access is required for Clarivoy to download the monthly leads files. 
  3. In the Add Personnel screen:
    1. Under Notification Address, do NOT fill in an Email address.
    2. Under CDK SSO User Details, use this format for the SSO username:        
            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.
  4. Ensure the boxes are checked for both Active and Login, then click Save.
  5. In the Store Assignment:
            ◦ Enable access for all stores under one single login.
            ◦ Enable access to the group store (your automotive group) under the same login. 

If you need assistance creating the login, call CDK Support at (866) 668-5394.

 

Exporting Sales Data on your own

  1. After logging in to your CRM, In the top right corner, click the dropdown to select the rooftop.
    Graphical user interface, text Description automatically generated with medium confidence
    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.
     
  2. Near the top left corner, next to +Add, click 🔍 Search.
    Graphical user interface, text, application, website Description automatically generated
     
  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

    Graphical user interface, application Description automatically generated
     
  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.
    Graphical user interface, text, application Description automatically generated
     
  7. Once the results load, click DOWNLOAD MERGE FILE at the top
    Graphical user interface, application Description automatically generated
  8. Save the file somewhere you will remember.  Name it with your dealership/group name, the word “Sales” and the month the data is for.  
    Example:  ABC Autos – Sales – Jan 2025.csv
  9. If you did not select the “parent” rooftop in Step 1 and you have additional rooftops, repeat all previous steps for each additional rooftop.
  10. If you have not already done so, you will also need to export a CRM Leads file for us from your CRM.  Click here for instructions on exporting the CRM Leads file from CDK CRM.
  11. Log out of CDK CRM.
  12. Go to https://upload.clarivoy.com/sourcereports to securely upload all files, checking the box for “Sales”.

 

 

 

 



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