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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.
If you have any questions while navigating Dealertrack, reach out to your Siro Customer Success Manager. Once you have completed the steps below, your CSM will finalize the connection on Siro’s end.

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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.
Enterprise Code and Company Code shown in the bottom right of the Dealertrack DMS screen

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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.
Click Ok to save.
Once all methods have been added to your Siro integration, let your CSM know and share your Enterprise Code and Company Code with them. They will finalize the connection on Siro’s end — no further action needed from you.

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What happens next

Your Siro CSM will configure the integration on Siro’s end once they have your Enterprise Code and Company Code. They will confirm with you once data is flowing.

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Questions?

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