The Export Sequence Numbers utility is used to export a full list of all your dealer-specific user-defined list items, including Employees, Banks, Front Adds, Back Adds, Life A&H, and Coverages, for submission to third-party integrations. The utility exports the item’s name, object ID, object type, and type into a comma separated value (CSV) file that is often opened in Microsoft Excel. You can then reference this list when manually synching information in the third-party system.
|Note: Only users with access to the Setup application can access this feature.|
Step 1. Click on the Setup app button in the main navigation bar. The Setup app will open to the Dealership Information page.
Step 2. Click the Sales button from the horizontal button bar running across the top of the screen. The Sales options drop-down menu will open.
Step 3. Select Exports from the Sales options menu. The Exports screen will open.
Step 4. The Sequence Number Exports card contains toggles that will allow you to manage the data that is included in the export reports. Click the toggles to the right to select one or more of the options (the toggle background will turn blue when selected). Toggles allow you to include back adds, banks, coverage plans, employees, front adds, and life A&H plans in reports. Tailor your report data as necessary.
Step 5. Click the Export button in the upper-right corner of the screen to run the report. A green "Success" message verifies that the report has been run, and a button labeled SequenceNumbers.CSV the Microsoft Excel report named SequenceNumbes.csv will display at the bottom of the Web browser above the taskbar if using Google Chrome as your browser. Access to downloads differs from browser to browser.
Step 6. Click the SequenceNumbers.CSV button. The report will open in CSV format in Microsoft Excel.
Step 7. Send the list to third-party providers when setting up integrations or reference it when syncing information in third-party systems.