DriveCentric

Step 6: What InSite does, the two items you complete in the Onboarding Wizard, and how the tracking script gets added to your website.

InSite: Adding Your Tracking Script

Step 7: How to complete and return the integration form so AutoSoft, AutoMate, or PBS can be connected to your store in DriveCentric.

AutoSoft, AutoMate, and PBS: Getting Your DMS Connected

Step 7: How to turn the DriveCentric connection on inside Tekion and what your Implementation Specialist handles after you submit.

Tekion DMS: Getting Your DMS Connected

Step 7: How to export your customer and deal history out of DealerCenter and send the files to your Implementation Specialist.

DealerCenter CRM: Getting Your Data Moved Over

Step 14: What your store provides so your Reynolds and Reynolds history can be pulled into DriveCentric, and what happens after.

Reynolds and Reynolds: Getting Your Data Moved Over

Step 14: How to request a full CRM data extract from DealerSocket and pass the details along so your history moves into DriveCentric.

DealerSocket: Getting Your Data Moved Over

Step 14: How to request your Tekion data extraction, what to ask for, and what DriveCentric does once the files arrive.

Tekion CRM: Getting Your Data Moved Over

Step 7: What to do when your DMS does not connect to DriveCentric automatically and your historical deal data has to come over as a file.

Manual DMS: Getting Your Historical Data Into DriveCentric

Step 7: How to complete your half of the DealerBuilt form so your DMS can be connected to your store in DriveCentric.

DealerBuilt DMS: Getting Your DMS Connected

Step 14: The overview of moving your history off your previous CRM: who arranges it, when to start, and the two extractions to request.

Leaving Your Previous CRM: What to Expect

Step 14: What eLead needs from you, including the cancellation request, the Statement of Work, and the final payment, before your history can move into DriveCentric.

eLead: Getting Your Data Moved Over

Step 7: How to turn on data sharing in DealerTrack and hand your credentials to DriveCentric so your DMS can be connected.

DealerTrack DMS: Getting Your DMS Connected

Step 7: The deal data to request from your DMS provider when your deal history has to be brought into DriveCentric through a custom import.

Generic DMS Data Requirements: When Your DMS Needs a Custom Import

Step 8: The steps your dealership completes in GM Global Connect to select DriveCentric as your CRM vendor, and what happens after.

GM Integration: Getting Your CRM Connected

Step 14: Your Focus login is the one thing your Implementation Specialist needs to pull your sales and prospect history into DriveCentric.

Focus CRM: Getting Your Data Moved Over

Step 8: How your inventory feed gets turned on in DriveCentric and the one email approval it needs from you.

Inventory Integrations: Connecting Your Inventory Feed

Step 7: How to complete and return the Dominion VUE form so your DMS can be connected to your store in DriveCentric.

Dominion VUE DMS: Getting Your DMS Connected

Step 14: How to request a full CRM data extraction from VinSolutions and forward the link and password without opening it.

VinSolutions: Getting Your Data Moved Over

Step 8: How the vAuto inventory and appraisal feeds get connected to DriveCentric and what you need to approve.

vAuto Integrations: Connecting Your Feed

Step 7: How to provide your Reynolds credentials and approve the integration order in my.reyrey.com so your DMS can be connected to DriveCentric.

Reynolds DMS: Getting Your DMS Connected

Step 4: Why your domain move happens on launch day, what your technical contact needs to do that morning, and what happens once the steps are complete.

Moving Your Domain Over on Launch Day

Step 4: What a DNS transfer is, what DriveCentric needs from you if your store is bringing its own domain, and who handles the technical setup.

DNS Transfer: Connecting Your Own Domain to DriveCentric

Step 5: The two website updates carriers require before your store can send business texts through DriveCentric, and how to choose who makes them.

Getting Your Website Ready for Text Registration

Step 5: What porting your business phone number to DriveCentric involves, what your Implementation Specialist needs from you, and what happens after you provide it.

Porting Your Existing Phone Number to DriveCentric

Step 7: How to order the DriveCentric integration in the CDK eStore, find your Inventory Code, and what happens after you approve.

CDK: Getting Your DMS Connected

Step 1: What the Introduction step covers and how billing contact info is used.

Onboarding Introduction

Step 2: Why some fields are locked, and how to read the Add-Ons and What's Included sections.

Package & Add-ons

Step 3: What counts as your Website URL, and how Sales Hours, Service Hours, and Genius auto-fill work.

Store Info

Step 4: Why your domain choice matters long term, and when self-managed domains make sense.

Domain

Step 5: How to identify your Click-to-Call and Texting providers if you are not sure.

Phone & Text

Step 6: Whose email to enter for Website Provider Email, and what InSite does.

Dealer Website

Step 7: What a DMS is, how to identify yours, and what to expect from your specific provider's setup process.

DMS Integration

Step 8: Where to find your DealerTrack ID, how to handle multiple inventory providers, and OEM ID requirements.

Other Integrations

Step 9: How to fill out the user upload template correctly and choose the right permission group.

Users & Permissions

Step 10: Why this step is optional, and what uploading example documents actually does.

Deal Documents

Step 11: What a Recap or Summary Sheet is, and why real deal examples matter for setup.

Desking

Step 12: How agent naming works, and customizing AI Settings for training your new agent.

Agents

Step 13: What Cadence means, and the difference between Round Robin and Up for Grabs lead distribution.

Business Process

Step 14: What to check before submitting, and what happens right after you do.

Summary

DriveCentric Support

Amber Burr

Everything you need to get your dealership set up in DriveCentric, step by step. Find help with each section of the wizard, from lead routing to call tracking to third-party integrations.

Onboarding Wizard Setup Guide

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