CDK DMS Integration

Conversica, Inc. is an approved vendor in the CDK Partner Program and is authorized to access CDK Dealer Management System (DMS). Our direct CDK DMS (CDK Drive) integration is a transfer of data via API. Refer to the steps below to authorize Conversica, Inc. to access your CDK DMS data. 

1. Authorize Conversica, Inc. to access to your CDK DMS.
2. Contact your Conversica representative to obtain the Conversica CDK Partner Program eStore Authorization Process instructions.
3. A Corporate Officer from your dealership must complete the authorization process. A contact with one of the below titles may complete the authorization. 
   • President
   • Vice President
   • Secretary/Treasurer
   • Dealer (Dealer Principal)
   • General Manager
   • Business Manager
   • Partner
   • Assistant Secretary
   • CEO
   • CFO       
   • Comptroller
   • Controller
   • Director (from Board of Directors)
   • CIO
   • Managing Partner (A senior partner in charge of a firm's overall practice, management, and day-to-day operations.

4. Complete the authorization in CDK eStore. Select the appropriate integration package based on the type of leads Conversica will be working. Refer to the table below: 

Note: While integration package T3 contains all packages, it provides extra data not currently being used by our systems. Therefore T2 (4430835) is sufficient for Sales & Service customers.

*T2 is required for Sales customers to leverage the Trade Cycle conversation. 

5. Allow 2-3 business days for CDK to complete the integration with Conversica. Once completed, CDK will deliver historical data the following night to Conversica.