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This guide walks you through connecting your CDK DMS to Siro via the Fortellis Marketplace. The setup takes less than 5 minutes.
If this is your first time setting up, watch the Fortellis integration demo: CDK Fortellis demo video.

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Quick checklist

Before you start, make sure you have:
  • Your CDK / Fortellis login credentials
  • The dealer locations you want to connect (and any sub-accounts)
  • Email addresses of team members who need subscription notifications
  • Watched the demo video if this is your first time setting up

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Steps

1. Reach out to your Siro CSM to initiate setup Contact your Siro Customer Success Manager to let them know you are ready to connect your CDK integration. Once your CSM has reached back out to you, the steps below will begin. 2. Open the link your CSM sent you to the Siro app in the Fortellis Marketplace Click the link your CSM sent you. It will take you directly to the Siro app listing in the Fortellis Marketplace. 3. Subscribe / activate Click the Subscribe/Activate button on the Siro app listing page. 4. ConnectCDK credentials page You will be automatically redirected to the ConnectCDK Credentials page (Fortellis’ authentication portal for CDK). 5. Log in Enter your CDK / Fortellis login credentials. 6. Complete the 4-step activation workflow You will be guided through four steps:
  1. Select locations — Choose the dealer locations you want to connect. If a location has sub-accounts, select the appropriate sub-account for each location.
  2. Agree to terms — Review and accept the Fortellis subscription terms.
  3. Select your DMS account — Choose the correct CDK account that corresponds to your DMS data.
  4. Review subscription and add notification emails — Review your subscription summary. Add the email addresses of anyone on your team who should receive subscription notifications, including your Siro CSM’s email address.
Once you complete these steps, Siro receives an activation notification automatically. Your CSM will take it from here — no further action is needed from you unless they reach out.

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What happens next

After you activate, your Siro CSM will configure the integration on the Siro platform.

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Questions?

Contact your Siro Customer Success Manager directly — they are here to help every step of the way.