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Welcome! This guide explains what you need to do to connect your PBS DMS to Siro.

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What this integration enables

Once connected, Siro syncs the following data from your PBS DMS in near real-time:
  • Deal records – VIN, stock number, sale date, deal type, and sale status, used to link recordings to F&I deals
  • Repair orders – RO number, advisor, labor and parts totals, used to link service advisor recordings to open or closed ROs
  • Service appointments – scheduled time, advisor, VIN, and reason for visit, used to surface appointment reminders ahead of a visit
  • Customer records – name, phone, and email for customer context on recordings
  • Employee records – used to automatically match PBS employees to their Siro user accounts

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What you need to do

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1. Send your dealership details to your Siro CSM

Before your CSM can prepare any forms, they need the following information for each rooftop/dealership location you want to connect your DMS to Siro. Please provide this for every location in email:
  • Dealership Code
  • Dealership Name
  • Dealership Address
  • Dealership City, Province/State
  • Dealership Postal Code/Zip
Multiple locations? Please submit a complete set of details for each location. A separate authorization form is required per rooftop, so the more complete your information, the faster your CSM can get the forms ready.

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2. Receive your authorization form(s) from your Siro CSM

Once your CSM has your dealership details, they will send you a PBS DMS Dealership Authorization Form for each location. Review each form to confirm the details are correct before signing.

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3. Sign and date each form

The Dealer Operator (owner, GM, or whoever holds signing authority at your store) needs to sign and date each form.
  • Use Google e-signature to sign and date the document
  • A separate signed form is required for each rooftop – signing one form will not apply to all dealerships/rooftops

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4. Return all signed forms to your CSM

Send the completed, signed forms back to your CSM by email. Make sure every form is fully signed and dated before returning – incomplete forms will cause delays.

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5. Your CSM handles the rest

Your CSM will submit the forms and set up the integration for each location. They’ll reach out once each connection is live. You don’t need to contact PBS directly or take any action inside your DMS.
Disconnecting later? If you ever need to deactivate the integration, the same Dealership Authorization Form is required – with the “Cancellation” box checked. Your CSM will handle this for you.

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Questions?

Contact your Siro Customer Success Manager directly.