F&I Import Credit Data with Dealertrack DMS

Import Credit Data With Dealertrack DMS

The powerful integration of Dealertrack DMS and Dealertrack F&I provides a fast and seamless workflow. Import 75% of the necessary fields for your credit applications from Dealertrack DMS and easily export data back to the DMS, upon approvals.

Dealers with Digital Contracting will gain a faster workflow when they start contracting.

To learn how to export credit data with Dealertrack DMS click here >

Follow these steps to import credit application data from Dealertrack DMS into Dealertrack F&I:

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Interested in Dealertrack DMS and Digital Contracting?

Interested in Dealertrack DMS and Digital Contracting?

Start

Click Create in the top navigation bar, then select Credit Application from the drop-down menu.

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Select Customer

Search to see if your customer is already in the system prior to creating a new credit application.
Enter the applicant’s First Name and Last Name then click the Search button.
If they’re not in the system, you will click Import Deals.

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Enter Stock Number

Enter the Stock Number of the vehicle on the Import Deals screen then click the Search button.

All DMS deals linked to the Stock Number will be displayed in a popup screen:
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Select an existing deal then click the Import button. The existing application will be updated.

Or

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Select Create a new deal and click Import. A new deal will be created in Dealertrack F&I using imported DMS data.

Note: If no match is found, A Sorry no matches were found with that stock number message displays. If this occurs, please confirm, and re-enter the stock number.

Tips
When a customer sends you a file via email, save and rename it on your computer with an easy-to-follow file name and category. This will help you to find and upload your deal documents more accurately.

Tips: When a customer sends you a file via email, save and rename it on your computer with an easy-to-follow file name and category. This will help you to find and upload your deal documents more accurately.

Training and Tutorials

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