Welcome! This guide walks you through authorizing Siro’s access to your Dealertrack DMS via Opentrack. You will add Siro as a certified vendor for each required data method — the process takes around 10 minutes.Documentation Index
Fetch the complete documentation index at: https://docs.siro.ai/llms.txt
Use this file to discover all available pages before exploring further.
Quick checklist
Before you start, make sure you have:- Access to your Dealertrack DMS — your user account must have Opentrack access enabled. If you are unsure, contact your DMS administrator before starting.
- Your DMS Enterprise Code and Company Code — find these in the bottom right-hand corner of your DMS screen. Your CSM will need these to complete the setup on their end.
Steps
1. Open Opentrack In the top menu of your Dealertrack DMS, click More, then Data Exchange, and select Opentrack. This opens the Active Methods list screen. 2. Create a new vendor From the Active Methods list, click Add to start a new entry. The Vendor Access definition screen will open — you will choose the Method, select Siro as the Vendor, and set the access dates in the next step. 3. Define the vendor settings- Method — Click the Method hyperlink. Select each of the available methods individually, then click Ok:
- Employee
- Customers
- Service Appointment
- Deals
- Repair Order
- Vendor — Click the Vendor hyperlink. Select Siro from the Certified Vendors list, then click Ok.
- Access begins — Click the calendar and select today’s date, or the date you would like Siro’s access to begin.
- Access ends — Leave this field blank unless your CSM has told you otherwise.