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VinSolutions

A guide for using the VinSolutions Import Wizard

Table of Contents

Overview

Permissions

Deal Import Process

Process - Resolving Conflicts

Setting up VinSolutions

VinSolutions Doc Fee

VinSolutions Fees

Frequently Asked Questions

Overview

VinSolutions is a CRM tool that manages vehicle and customer info. Depending on the level of subscription, you may also have the option to push deals from VinSolutions into VUE. 

Permissions

In order to have the ability to import a Deal, users must have their permissions set to create Prospects, Customers, and Deals in VUE.

VUE Support needs your dealership’s VinSolutions credentials in order to activate the deal Import tool in VUE. 

vin1

Deal Import Process

1. Navigate to Sales > F&I > Deals

2. Click on the [Deal Import] button in the Action Ribbon.

vin2

3. Input the VinSolutions deal number then click the [Import] button to create a new Sales Desk in VUE.

vin3

4. The Similar Existing Customers window presents mismatches between the data in VUE and the
data in VinSolutions.

  • Click on the line of the data you want to import into VUE.

vin4
5. Click either the Use Existing Customer [With current Address] or [With New Imported Address] button, or the [Proceed with New Customer] button to continue.

Process - Resolving Conflicts

When data fields in VUE do not match the data fields in VinSolutions, a Deal Import Conflicts window opens.


Select the correct data on each page and click the [Next] button to advance to the next conflict page. Click [Previous] to go back and review.

1. General
• Mileage
• MSRP
• Lender		 vin5

 
2. Aftermarket
• VUE Code
• Description
• Price
• Cost		 vin6

 
3. Accessory
• VUE Code
• Description
• Price
• Cost 		 vin7

 
Selecting the [Dismiss all Conflicts]
button imports the default selections
including any existing $0.00 values.  Unresolved conflicts will not be imported.		 vin8

 

Click the go back and review your steps link or click the [Import Deal with Resolved Conflicts] button to Import now.


Once the customer data is imported, the
Sales Desk window opens and the deal
can be worked in VUE as usual.

 vin9

 

Setting up VinSolutions

The code in VinSolutions must match the code in VUE for each product being imported into
VUE.  Add or edit the VinSolutions code as needed.

The codes are in VUE > Sales > Maintenance > Sales
• Service Contracts
• Insurance
• Products
• Fees

vin10


Navigate to VinSolutions Connect Home Page. On the Desking tab, look for the following tabs on the left:
• Accessories: The code must read AFTMKT, OR the CODE from VUE for that Aftermarket.
            Example: Name = Bedliner. If there isn’t an aftermarket in VUE that reads BEDLINER, the code                   will be AFTMKT.
• Service Contracts: The code must read what VUE has for that Service Contract.
            Example: Name = SG-TW; the code in VUE is SGTW; therefore, the code in VinSolutions must be              SGTW.
• Gap: The code must read what VUE has for GAP.
             Example: Name = OSGAP, the code in VUE is OSGAP; therefore, the code in VS must be OSGAP.
• Doc: The code must read what VUE has for the DOC Fee.
             Example: Name = Delivery Fee; the code in VUE is DOC; therefore, the code in VS must be DOC.
• Fees: the code must read what VUE has for the Fees.
             Example: Name = MS Fees; the code in VUE is TTL; therefore, the code in VS must be TTL.
• Rebates: The code must read what VUE has for the Rebates.
              Example: Name = GM Rebate; the code in VUE is REBATE; therefore, the code in VS must be REBATE.

NOTE: If there are multiple rebates in VinSolutions, if you only have one code for rebates in VUE, all rebates in VinSolutions must use the one code in order to match “REBATE” in VUE. 

VinSolutions Doc Fee

  1. The Doc Fee is listed on the Proc/Doc Fees tab.
  2. [Add] or [Edit] as needed.
  3. No matter what the name is in VinSolutions, the code must read what VUE has for the DOC Fee. For example: Name = Delivery Fee, and the code in VUE is DOC, therefore the CODE in VinSolutions must be DOC. 
    vin11

VinSolutions Fees

  1. Fees (other than DOC Fees) are listed in the Gov’t License Fees tab.
  2. [Add] or [Edit] as needed.
  3. No matter what the name is in VinSolutions, the code must read what VUE has for the Fees. For example: If the name in VinSolutions = MS Fees, the code in VUE is TTL, therefore the CODE in VinSolutions must be TTL.
    vin12

Frequently Asked Questions

Who makes these adjustments?
The dealer should make these adjustments. Assistance can be provided by VUE Support, but the dealer needs to make the adjustments themselves.

What should I go by to make sure they match?
The dealer should pull up VUE and go to the corresponding Maintenance Setups as a guide to making these adjustments.

When should this be done?
This should be done prior to the dealer being activated for the Import Wizard.

What if VINSolutions only has some of the items in VUE?
For the most efficient use of the Wizard, the dealer should add any they don’t have in VINSolutions.


What if we have our Lic and TTL fees combined in VINSolutions?
These need to be separated in VinSolutions to match VUE. You will need to add a new fee and adjust the other one.