Third Party Authorization and Agreement

Size: px

Start display at page:

Download "Third Party Authorization and Agreement"

Gilbert Roberts
6 years ago
Views:

Third Party Authorization and Agreement Dealer Information Dealer Name: Address: City: State Zip: Phone: Dealer Contact: Dealer Email: General Instructions: To provide the requested services we need

That computer must be Windows XP or better, must have network access to the DMS system and to the Internet, and computer's hard drive must remain on at all times otherwise the data connection will be

1 Third Party Authorization and Agreement Dealer Information Dealer Name: Address: City: State Zip: Phone: Dealer Contact: Dealer General Instructions: To provide the requested services we need (1) remote access to the DMS server. (2) Telnet access on that server, and (3) a computer on which we can remotely install a proprietary Communications Manager. That computer must be Windows XP or better, must have network access to the DMS system and to the Internet, and computer's hard drive must remain on at all times otherwise the data connection will be broken if the computer is shutdown or goes into hibernation or standby mode. Also, content filters must allow the following address: CHOOSE ONE SYSTEM ONLY AND COMPLETE THAT SECTION ONLY CDK Please select one from the drop down list IP Address -FI Account User ID Password We need a non-shared User ID with access to the following menus: SU,UF, USR, FI. on FI NOTE: Set the password that you assign below to NOT EXPIRE Automate Complete included form Automate / Openmate Form and sign at the bottom of this form (Page 5) DealerTrack Enterprise Code Company # Server Open Track Vendor Access has been Enabled (instructions below) (pages 7-9) R&R IP Address User ID Password The Reynolds user ID must be created by the dealer using a specific format: FIAXXXX (XXXX = store and branch) Reynolds store that is on store 01 and branch 01 your ID the dealer would setup would be FIA0101 NOTE: PC needs to be logged on for integration Access Needed: (4770,4773,4775,4786) Advent Complete included form Advent Form and sign at the bottom of this form (Page 6) MPK Sign at the bottom of this form DealerBuilt Complete included form DealerBuilt Form and sign at the bottom of this form (Page 4) PBS Complete included form PBS Form and sign at the bottom of this form (Page 2) Adam Complete included form Adam Form and sign at the bottom of this form (Page 3) Comm Manager has been downloaded and installed YES NO ID - fia PW p@ssw0rd We authorize Superior Integrated Solutions INC. to have access via modem and/or network to our computer system for the purpos e of doing work on our behalf. We agree that Superior Integrated Solutions INC. will not be held liable for any system related issu es not directly related to the programming request. Information on our system is proprietary to us and will not be viewed and /or altered without our consent. Superior Integrated Solutions Inc. will have access to our system within the specified parameter s of these agreement and all work requested will be our sole property and will not be removed and/or altered without our consent. Superior Integrated Solutions, Inc. will be using the software li censed by us for the sole purpose of this agreement. The undersigned acknowledges and agrees that by executing this Third Party Work Agreement it has read and agrees to the terms and conditions contained in the End User License Agreement, which is located at: The undersigned further acknowledges and agrees that the terms of said End User License Agreement are fully incorporated and included in this Third Party Work Agreement and are binding on the parties hereto. Authorized Signature: Date: Printed Name: Address: Page 1

Third Party Work Agreement Requesting Third Party Services on Behalf of F&I Admin CDK Dealer Information Dealer Name: Address: Dealer Contact: City: State Zip: Contact Number: TPA Code: Contact

2 Third Party Work Agreement Requesting Third Party Services on Behalf of F&I Admin CDK Dealer Information Dealer Name: Address: Dealer Contact: City: State Zip: Contact Number: TPA Code: Contact Account Access (EX: CHEV-FI) : Test Deal Number: Dealer Number: (Dealer Number is found at the top of the Dealer Access Portal screen) Dealer Instructions Please see page 2 for instructions on How To enroll your dealership with CDK DMS integration through CDK's estore. Enrolling your dealer using CDK's estore will be required to complete the DMS integration process. F&I Administration Solutions (F&I Admin), LLC, to provide DMS integration within the Dealer Access Poartal (DAP). During the rating and contracting process, basic deal data (vehicle make/model/year, customer name, etc.) are requested from the DMS. These requests are made in a read-only, unidirectional manner. To activate DMS integration, please complete this form and fax or it to your Administrator and/or Agent. Once integration is complete, the Administrator and/or Agent will contact your dealership to inform you the service is available. Access Right Agreement The undersigned (the User ) acknowledges and agrees that by executing this Third Party Work Agreement it has read and agrees to the terms and conditions contained in the Access Right Agreement, which is located at: The undersigned further acknowledges and agrees that the terms of said Access Right Agreement are fully incorporated into this Agreement by reference, are included in this Third Party Work Agreement, and are binding on the parties hereto. Authorized Dealer Signature Effective Date Printed Name and Title Address

Third Party Work Agreement Requesting Third Party Services on Behalf of F&I Admin Reynolds Dealer Information Dealer Name: Address: Dealer Contact: City: State Zip: Contact Number: TPA Code: ORP

3 Third Party Work Agreement Requesting Third Party Services on Behalf of F&I Admin Reynolds Dealer Information Dealer Name: Address: Dealer Contact: City: State Zip: Contact Number: TPA Code: ORP Contact R&R Store Number: R&R Branch Number: R&R Customer Number: Dealer Number: (Dealer Number is found at the top of the ADS Dealer Portal screen) Dealer Instructions F&I Administration Solutions (F&I Admin), LLC, provides DMS integration within the Dealer Access Portal (DAP). During the rating and contracting process, basic deal data (vehicle make/model/year, customer name, etc.) are requested from the DMS. These requests are made in a read-only, unidirectional manner. To activate DMS integration, please complete this form and fax or it to your Administrator and/or Agent. Once integration is complete, the Administrator and/or Agent will contact your dealership to inform you the service is available. Access Right Agreement The undersigned (the User ) acknowledges and agrees that by executing this Third Party Work Agreement it has read and agrees to the terms and conditions contained in the Access Right Agreement, which is located at: The undersigned further acknowledges and agrees that the terms of said Access Right Agreement are fully incorporated into this Agreement by reference, are included in this Third Party Work Agreement, and are binding on the parties hereto. Authorized Dealer Signature Effective Date Printed Name and Title Address

4 Third Party Access Authorization Process for F&I Admin Safe, Secure and Convenient Online Authorization Process CDK Global believes dealerships own their data and should have choices on how best to share and use it. Our Third-Party Access Program lets you choose the vendors with whom you want to securely share your data. The CDK estore offers a quick and easy process to authorize vendors in our Third Party Access Program to access your CDK Dealer Management System (DMS). F&I Admin is an Approved Vendor in our Third Party Access Program, using Managed Bi-Directional integration, our most secure type of access. To provide access to F&I Admin, a Corporate Officer from your dealership, with the authorization to sign the CDK Master Service Agreement, must complete the authorization process below. If your dealership does not have a specific list of people with this authority in place with CDK, please see the list of titles at the end of this document that are generally accepted as having the authority to allow vendor access to dealership data. If your title is not authorized, you don t know your DealerSuite ID or password, you would like to see a demo of the process, or you need any other assistance with these instructions, please contact CDK ecommerce Customer Support at , option 3 (DealerSuite). To walk through the process without placing an order, please follow the instructions below, instead using CDKeStoreDemo as the ID and the password (password is case sensitive). This will also generate an to CDK Support and F&I Admin, making us aware that someone from your dealership is testing the process. Please note, you must be completely logged out of DealerSuite and using Internet Explorer as your browser before beginning this process. Please follow the steps below to authorize F&I Admin to have access to your CDK DMS. STEP 1: STEP 2: STEP 3: STEP 4: STEP 5: Type or click this link: Enter your existing DealerSuite ID and password, then click log in. If you do not know your DealerSuite login or do not have one, please contact CDK ecommerce Support at , option 3 (DealerSuite). Once logged in, click Click here to view available CMF(s). at the bottom of the page. You will see the CMF number(s) that are authorized and unauthorized for your User ID. This is for information only; you will be able to select specific CMFs later in Step 9. Continue by clicking Start Enrolling. Review and select the appropriate product Hassell Rd. Hoffman Estates, IL CDK Global, LLC / CDK Global is a trademark of CDK Global, LLC.

5 Third Party Access Authorization Process for F&I Admin STEP 6: STEP 7: STEP 8: STEP 9: Click on Addendum PDF. Please open and review before proceeding. The information is for your review and includes a summary of the data the vendor will be able to access. Click Add to Cart (quantity of 1) on the upper right side of the screen. Confirm the quantity for your order, click Continue Shopping if you need more than one product. Then print your order if desired, and click Check Out. There is no charge for this authorization process and your purchase will display a price of $0.00. Review your shipping and billing information, and enter the required information. Select the CMF(s) you wish to enroll. If you are unable to select your dealership s CMF number, please contact CDK ecommerce Support at , option 3 (DealerSuite) to have the CMF number added to your login. Click Continue. STEP 10: Complete the process by reading and accepting the agreement. Click Place my Order Now to submit your order. A copy of your order will be ed to you and your vendor. STEP 11: Log off estore by logging off DealerSuite. You re finished! Thank you for using the CDK estore! By completing these steps, an addendum will be added to your existing Master Service Agreement to be reviewed and finalized by CDK contracting. This review is generally completed in five business days or less. Your vendor will work with our Third-Party Access Support to schedule the installation of their integration with your CDK system. Dealership authority to grant vendor access to data The following dealership titles are generally accepted as having the authority to sign for vendor access to dealership data, however, if your dealership has provided us with designated signatories, only those designated signatories will be acceptable: President Vice President General Sales Manager Dealer Principal Business Manager Chief Information Officer (CIO) General Manager Comptroller Chief Technical Officer (CTO) Controller Owner Chief Financial Officer (CFO) Chairman 1950 Hassell Rd. Hoffman Estates, IL CDK Global, LLC / CDK Global is a trademark of CDK Global, LLC.

6 Dealership Data Access Authorization As representative of the Dealership named below, I hereby authorize PBS Systems Inc. to release customer and business related data via electronic transfer to the below names company. Dealership Name Dealership Code Please complete the following information about the Company you are authorizing to access the dealership s confidential data: Company Name Superior Integrated Solutions Contact John Sadofsky Phone x 205 jsadofsky@4-superior.com Data to be access via API PARTS Query WriteBack Sales Query WriteBack -Invoice -Deal -Inventory -Prospect -Orders -List Sales (Parts or Sales) -Receipt Other Query WriteBack -Special Order Parts -Employee -Parts Return Includes: Sales Rep, Parts & Service CSR, Tech -Parts Shipment -Contact Includes Customer Info SERVICE Query WriteBack -Vehicle -Appointments -Repair Orders -Op Codes Authorized Dealership Signature Date Print/Type Name Please return this completed form back to the vendor for submission to PBS Page 2

7 ADAM Systems State Hwy 181, Suite 462 Spanish Fort, AL Request to Share Customer DMS Data Requesting Company Information Company Name: Superior Integrated Solutions Date: Company Contact: John Sadofsky Phone: x205 Contact Purpose of Data Share: F&I Administration Solutions Data Requested From DMS Please select data type(s): Please select data type delivery method: F&I / Sales API Batch Other Service API Batch Other Parts API Batch Other Additional Comments: Is the dealer s DMS server resident (local) YES NO If yes, Please confirm that firewall port 8010 is open. Customer Information Customer Name: City & State: Phone: Primary Contact: Contact Authorized Signature Date (Please scan/ completed form to adamapi@adamdms.com or fax to ) Case Info: Page 3 Internal

Vendor Authorization Please complete and return to vendor Vendor Name: F&I Administration Solutions Address 517 US Route 1 South Contact John Sadofsky Suite 2210 Email jsadofsky@4-superior.

8 Vendor Authorization Please complete and return to vendor Vendor Name: F&I Administration Solutions Address 517 US Route 1 South Contact John Sadofsky Suite jsadofsky@4-superior.com City, State, Zip Iselin, NJ Phone x205 Dealership: City, State Migration from Prior DMS Access Method On-Demand (API) Periodic/Historical Export (details below) FTP Host: User Name: Customer Service History Items Contact Phone Authorized By: Title Phone Path Password Please initial if applicable: I consent to the transmission of customer service history data to this vendor. Export Name Scheduled Frequency Historical Span N/A N/A N/A Other Items All F&I API s Recipient agrees to use its best efforts to prevent and protect the Confidential Information, or any part thereof from disclosure to any person other than Recipient s employees having a need for disclosure in connection with Recipient s authorized use of the Confidential Information. 11-Dec-12 Page 4

9 THIRD PARTY REQUEST / AUTHORIZATION FORM ALL SECTIONS ARE REQUIRED. Form MUST be signed and dated by Dealer Operator. This process is to ensure that Auto/Mate has all necessary information in order to complete the Third Party set ups. Please return COMPLETED form to Attn: Third Party Administrators (Fax) / ( ) tpa@automate.com Dealership Information: Requested Activation Date: Name: DBA Name (if applicable): Street: City: State: Zip Code: Phone Number: Dealer Company No.: 3 rd Party Dealer ID No.: Contact Person: Notes: DEALER: To DENY this third-party request, please check the box at the left, sign, and date the form. Extractor Information: Extractor: Superior Integrated Solutions Phone Number: (908) Ext. 204 Contact Person: Mike Gabriele mgabriele@4-superior.com Project / Program: F&I Administration Solutions Project / Program ID No.: Type of request: Open/Mate Bi-Directional Real-time Integration Integration Touch Points - Service: Integration Touch Points - Sales: Vehicle Inventory (OB) Deals (OB) Customer Information (OB) OB = Outbound from Auto/Mate System, IB = Inbound from Superior Integrated Solutions The undersigned authorizes the electronic exchange of data between the dealer and the above listed Third Party. Dealer Operator: Print Name: (or authorized designate) signature Date: Print Title: 4 Airline Drive Albany, NY Sales: AMPS (2677) Support: Page 5

Dealership Data Access Authorization As representative of the Dealership named below, I hereby authorize Advent Resources to release customer and business related data via electronic transfer to the

10 Dealership Data Access Authorization As representative of the Dealership named below, I hereby authorize Advent Resources to release customer and business related data via electronic transfer to the below names company. Dealership Name Please complete the following information about the Company you are authorizing to access the dealership s confidential data: Company Name Superior Integrated Solutions Contact John Sadofsky Phone x 205 jsadofsky@4-superior.com DMS Info: IP SSH: User ID1: User PW1: Store Access: User ID2: User PW2: VPN Info: VPN Type: Group Name: VPN ID: IP: Group PW: VPN PW: Authorized Dealership Signature Date Print/Type Name Page 6 Please return this completed form back to the vendor for submission to Advent

OPENTRACK SETUP INSTRUCTIONS In order to integrate F&I Administration Solutions, your DMS you must setup our integration provider SIS- Superior Integrated Solutions with vendor access in OpenTrack.

OpenTrack Setup- The Data Exchange sometimes referred to as the OpenTrack allows Superior Integrated Solutions (SIS) to access your specified DMS data and securely transfer it to the F&I

You will need to add five methods for SIS- Superior Integrated Solutions: CUSTOMERS, DEALS, PARTS, SERVICE, & VEHICLES. 1. From the Data Exchange application menu, select menu option OpenTrack.

11 OPENTRACK SETUP INSTRUCTIONS In order to integrate F&I Administration Solutions, your DMS you must setup our integration provider SIS- Superior Integrated Solutions with vendor access in OpenTrack. This should take less than 5 minutes to complete. Detailed instructions follow below. OpenTrack Setup- The Data Exchange sometimes referred to as the OpenTrack allows Superior Integrated Solutions (SIS) to access your specified DMS data and securely transfer it to the F&I Administration Solutions program on your behalf. In order for a vendor to access your data, an authorized user will need to define the vendor s settings for each API they intend to access. You will need to add five methods for SIS- Superior Integrated Solutions: CUSTOMERS, DEALS, PARTS, SERVICE, & VEHICLES. 1. From the Data Exchange application menu, select menu option OpenTrack. If the OpenTrack menu option does not appear on the Data Exchange application menu, the user security will need to be adjusted. i. The Authorize to OpenTrack prompt can be found in the Data Extraction section of the User Security. 2. Use function Add on the Active Methods list screen. The Vendor Access definition screen will display. b. Vendor Select F&I Administration Solutions -Superior Integrated Solutions from the Certified Vendors list screen. Page 7

Access Begins Key in the date for vendor access to begin in the mmddyy format, without dashes or slashes. Input today s date in this field. 4.

12 2. Define the vendor specifications: Method Select the first desired method from the Available Methods list screen. Subaru will need to have access to: CUSTOMERS, DEALS, PARTS, SERVICE, & VEHICLES. 3. Access Begins Key in the date for vendor access to begin in the mmddyy format, without dashes or slashes. Input today s date in this field. 4. Access Ends leave this field blank! 5. Press [ENTER]. SIS is now added to the list of API Methods. 6. Repeat this process to add SIS- Superior Integrated Solutions for: CUSTOMERS, DEALS, PARTS, SERVICE, & VEHICLES. 7. Confirm the 5 required methods have been added prior to exiting. Page 8

13 Q. How do I find my Enterprise / Company Number? OPENTRACK SETUP INSTRUCTIONS A. On the top left hand side of you DealerTrack DMS system you will see a hyperlink labeled "Information". Click on this link and copy the Enterprise, Company number, and Server number as shown below. Page 9

Send completed form to or (Fax) F&I Express Dealer Desk: : Ext. 1

Send completed form to or (Fax) F&I Express Dealer Desk: : Ext. 1 Third Party Authorization and Agreement for F&I Express econtracting Dealership Name Address City State Zip Code Phone Arkona DMS Information Enterprise Code Company Number Server OpenTrack Vendor Access