Allow Clarivoy to export your sales data for you

This is our preferred method.

Existing Login for Clarivoy
If you already have an existing VinSolutions login for Clarivoy, please add any new stores to the existing login.

New to Clarivoy
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. If you have multiple stores, please enable access to all stores under the same login.
4. Enable ADMIN level access.  Admin access is required for Clarivoy to create Leads Reports (Insights).
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 by responding in the “VinSolutions Login” Task.

If you need assistance creating the login, call VinSolutions Support at (800) 980-7488.

Exporting the Sales Report on your own

Access Required

In order to access the Sold Log in VinSolutions, your user profile must have special permissions set to Manager level.  An Admin at the dealership may need to follow these instructions:

1. Under each store, for the user profile, under Advanced Settings tab, ensure ILM-CRM Access is set to “Manager” and click Save.
   NOTE: Manager access is required to pull CRM Sales from the Sold Log.
2. Under each store, go to Settings > Users > Profile Manager > search for the 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 to pull CRM Sales from the Sold Log.

If you need assistance with setting these permissions, contact your VinSolutions representative or call VinSolutions Support at (800) 980-7488.

Exporting the Sales Report

1. Login at https://vinsolutions.app.coxautoinc.com/
2. In the menu bar at the top, click on “CRM”.
   Note: If you cannot see the CRM menu, your user permissions are not set correctly.  See “Access Required” above.
3. Click on “Dashboard”.
4. Click on “Sold Log”.
   Note: If you cannot see the Sold Log, your user permissions are not set correctly.  See “Access Required” above.
   
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 the “Export CSV” button.
12. Save the file somewhere you will remember.  Name it with your dealership name, the word “Sales” and the month the data is for.  
    Example:  ABC Autos - Sales - Jan 2025.csv
13. Securely upload the file at https://upload.clarivoy.com/sourcereports checking the box for “Sales”.