Allow Clarivoy to export your sales data for you

This is the preferred method.

Please follow these instructions to create a VinSolutions login for Clarivoy with ADMIN level access.

1. Pick a username of your choosing.  Most dealers use clarivoy-clientname where clientname is your dealership name. Do not make the username the email address.  You cannot use symbols like @+#$%& in the username.
   Example: If your dealership name is ABC Autos, the username might be clarivoy-abcautos
    
2. 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.
    
3. Enable ADMIN level access.  Admin access is required for Clarivoy to create Leads Reports (Insights).
    
4. If you have multiple stores, please enable access to all stores under the same login.
    
5. Under each store, for the Clarivoy user profile, under Advanced Settings tab, ensure ILM-CRM Access is set to “Manager” and click Save.
   NOTE: Manager access is required for Clarivoy to pull CRM Sales from the Sold Log.
    
6. Under each store, go to Settings > Users > Profile Manager > search for the Clarivoy user > On the right side of the page, set Role to “Manager”.  Under the Dealers column, ensure all stores are checked.
   NOTE: Manager access is required for Clarivoy to pull CRM Sales from the Sold Log. 
    
7. For each store, enable reporting access:  
   1. Settings
   2. Users
   3. Reporting Settings
   4. Search for the username you created for Clarivoy
   5. Next to Custom Reporting, check both "Allow Access" and "Allow Edit".
      
      NOTE: This reporting access is required for Clarivoy to create Leads Reports (Insights).
       
8. Please provide us with the username and temporary password.

Exporting the Sales Report on your own

1. Login
2. Click on “CRM”
3. Click on “Dashboard”
4. Click on “Sold Log”
   
5. Next to From, set dates to desired dates (or click “LM” if just pulling for last month)
6. For Dealership, select either “—ALL—” to export all stores, or if you only want one store, select that store.
7. Set Status to “Delivered”
8. Set Inventory Type to  “—ALL—”
9. Set Make to “–ALL Makes–“
10. Click Refresh
    
11. Click “Export CSV”
12. Save the file somewhere you will remember.  Name it with your dealership name, the word “Sales” and the months the data is for.  
    Example:  ABC Autos – Sales – Jan 2024.csv
13. Securely upload the file at https://upload.clarivoy.com/sourcereports checking the box for “Sales”.