Curator: Generate Historical Data File Inside Vin Solutions CRM

Chaya David
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Overview

Historical Leads and Appointments data is generated directly from VinSolutions using the Insight reporting tool, then downloaded as an Excel file for upload into the Fullpath Dashboard.
 

Note: Once your report is downloaded, follow Uploading VinSolutions Historical Files via the Dashboard to complete the upload.

Navigation

Log in to VinSolutions at https://authentication.vinsolutions.com/login, then go to Insight > My Reports.
 

Note: Your CRM ID is located in the top right corner of the page.
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Step 1 — Start a new report

  • From the Insight homepage, go to My Reports
  • Click the three vertical dots in the top right corner of the page
  • Select Create Report

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Note: Access must be granted in order to create a new report. Contact your VinSolutions administrator if Create Report isn't available.

Step 2 — Generate the Leads report

This report covers the past 5 years of Leads data.


Select data

  • Select Data > Leads (select 'All')
  • Add Customers to Leads (select 'All')
  • Click OK
     
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Add a filter

  • Filter Column > Lead Origination Date
  • Comparison > (>=)
  • Value > Specific Date > 1/1/2021
  • Click Add


Rename and download

  • Click the settings wheel next to the report title and rename it to:
    Curator_Leads_VinsoID_{crm_id}_CuratorID_{client_id}
     
  • Download the report as an xlsx file

Step 3 — Generate the Appointments report

Start a new report the same way as the Leads report (My Reports > three dots > Create Report).


Select data

  • Select Data > Leads (select 'All')
  • Add Customers to Leads (select 'All')
  • Add Showroom Visits to Leads (select 'All')
  • Add Appointments to Leads (select 'All')
  • Click OK


Add two filters

This report needs two filters:

  • Filter Column > Appointments Start Date (under the Appointments section) > Comparison (>=) > Specific Date > 1/1/2021 > Click Add
     
  • Filter Column > Visit Start Date (under the Showroom Visits section) > Comparison (>=) > Specific Date > 1/1/2021 > Click Add


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Important: After both filters appear, click the blue "AND" toggle so it switches to "OR".

Rename and download

  • Click the settings wheel next to the report title and rename it to:
    Curator_Appointments_VinsoID_{crm_id}_CuratorID_{client_id}
     
  • Download the report

 

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