CDK Fortellis API Integration with Fullpath

Chaya David
  • Updated
Follow

Overview

The Fullpath Integration with CDK Fortellis allows your Dealership to integrate with the Fullpath Customer Data Platform and supports a stable, real-time connection between Fortellis and Fullpath.

 

Important to note for DMS Connection: To set up the integration, you will need to have your most recently used, active Department IDs as they are listed and used inside of the CDK Fortellis Platform. Some dealers may have multiple DMS Department ID’s connected to either their Service or Financing accounts. It is recommended that the POC at the Dealership ensure they are in contact with the member of staff at the Dealership who is responsible for the DMS set-up before getting started to insure the correct DMS department is selected. Please also let us know if the dealership name you are is using in CDK is different from the name you are using with Fullpath.

 

Dealer Setup: Part 1

In order to set up the Fortellis Integration with Fullpath, you must complete the following steps:

 

  1. Enter your Fortellis | Marketplace

    fortellis3.png

    There are 3 setup options (depending on which you require, you need to choose the corresponding app)

    •  
      • Connecting to both CRM and DMS (Fullpath CDP)
      • Connecting to only DMS (Fullpath CDP)
      • Connecting to only CRM (Fullpath CDP CRM)



     

  2. Marketplace > Apps > Search for Fullpath CDP / CDP CRM 

    fortellis4.png

     
  3. Click on the Fullpath app

    fortellis5.png
     
  4. Click activate


    Screenshot 2025-02-23 at 1.10.07 PM.png
     

 


*If you need further assistance, you can reference this article from CDK regarding Activating Apps from the Marketplace*

 

Once you have activated the Fortellis Fullpath Integration, a notification will be triggered and sent to the Dealer as well as Fullpath Implementation team. 


Screenshot 2025-02-26 at 11.19.09 AM.png

They will complete the Integration in your account backend and be in touch when the integration process is complete and your account is ready to launch. This process usually takes between 1-3 business days.

 

Dealer Setup: Part 2 (for CDK CRM users only)

Fullpath leverages both live and newly added data via the API connection outlined above, but we also look at historical customer data to resolve Shopper identities, re-engage loyal customers, and identify opportunities with returning customers. In order to do this we need a one-time file with historical Leads data for those dealers using CDK as their CRM).

 

How to pull closed historical leads report:

  1. Login with your Dealer credentials 
    1. If there is more than one dealership within the CRM Login, navigate to the correct dealership in the top right-hand corner.
       
  2. Access to the Leads Report
    1. Click “Search” in top bar 
    2. Select Prospect search from drop down menu in upper right hand corner

       
    3. In outer most selection menu bar beneath computer icons - select all field checkboxes in all 4 sections: Customer Information, Vehicle Wanted, Vehicle Traded, Opportunity Information




 

  1. Filter unnecessary opportunities, under Opportunity Information > Date In Start / End:
    1. Select the time frame:
      Date In Start: January 1st, 5 years ago
      Date In End: Today

      Screenshot 2025-11-23 at 6.42.44 PM.png
       
    2. Scroll down > Select All Inactive statuses (Use shift to select an array / multiple Inactive Statuses at once)

       

5. Scroll to the bottom of the screen → click Go

 

6. Download as a CSV file (found in top Search bar) and save with the following naming convention: Dealership name _ Unique CRM ID 

 

7. Send the downloaded CSV file to your Fullpath Implementation Manager