Curator: Upload Historical Data

Chaya David
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Overview

Dealers using VinSolutions as their CRM upload historical data directly into the Fullpath Dashboard as part of onboarding. This gives Curator a complete view of past customer activity across five data types: Leads, Appointments, Sales, Service ROs, and Service Leads.

 

Requirement: Files must be formatted as Excel (.xlsx) and uploaded within 3 months of the account being opened. After that window closes, Implementation or Technical Support can re-open it for the Dealer for one additional week.

Technical requirements

  • Curator
  • CRM: VinSolutions
     

Navigation

Dashboard > Settings > Dealership > Integrations

https://dashboard.fullpath.com/settings/dealership/integrations
 

Dealership Integrations page in the Fullpath Dashboard

Step overview

Uploading VinSolutions historical files:

  1. Name your files correctly for each data type
  2. Confirm the required fields are included
  3. Upload the files in the Dashboard
  4. Confirm the files are processing

Step 1 — Name your historical files

Each data type must be uploaded as its own file. The file name must include one of the keywords below so the Dashboard recognizes which data type it contains.
 

Data type Required keyword in file name
Leads DealerLeads or Leads
Appointments Appts or appointments
Sales Sales
Service ROs ServiceROs or service_ros
Service Leads ServiceLeads or service_leads
Note: If a data type has more history than fits in one file, split it into multiple files (for example, one per year) and add _file1, _file2, _file3, and so on to the end of each file name.

Step 2 — Confirm required fields

Before uploading, verify each file includes the required fields for its data type. Missing any of these fields will prevent the file from processing correctly.

Leads

  • Global Customer ID
  • Full Name
  • Lead Origination Date
  • Lead Source
  • Email
  • Cell Phone

Appointments

  • Global Customer ID
  • Appointment Start DateTime (or Appointment Start Date)
  • Appointment Type
  • Appointment Status
  • Customer
  • Assigned User

Sales

  • Global Customer ID
  • Lead ID
  • First Name
  • Last Name
  • Contract Date (or Sold Date)
  • VIN
  • Email
  • Cell Phone

Service leads

  • Global Customer ID
  • Service Appt ID
  • First Name
  • Last Name
  • Service Appt Created Date
  • Service Appt Status
  • Email
  • Cell Phone

Service ROs

  • Global Customer ID
  • RO#
  • First Name
  • Last Name
  • Repair Order Closed
  • VIN
  • Email
  • Cell Phone

Step 3 — Upload your files in the Dashboard

Once your files are named correctly and contain the required fields:

  • Go to Dealership Integrations in the Fullpath Dashboard
  • Authorize the use of data
  • Select and upload each properly named file
     
Historical file upload screen in the Fullpath Dashboard

Step 4 — Confirm your files are processing

Files can take up to an hour to begin processing. To check progress:

  • Go to Data Sources > Data Process Log and look for a job where the Step is "leads"
  • Once processing is complete, check the CRM Data tab to confirm leads appear for the older months and years included in your upload

 

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