DMS Setup Guide
From zero to live intelligence.
In five steps.
No IT project. No data migration. No downtime. Connect your DMS, run the first sync, and Louie starts coaching — usually in under 30 minutes.
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1
Connect Your DMS
Pick your DMS from the list and enter your read-only export credentials — or drop in a CSV export if you prefer. Louie loads the right field map automatically.
DMS Connection Setup Step 1 of 5Connection successful. CDK Drive detected · 3 export paths found. -
2
Field Mapping
Louie automatically maps your DMS field names to its internal schema. You can override any mapping before the first sync. Most stores need zero changes.
Field Mapping — CDK Drive 22 of 22 fields mappedDMS FieldLouie FieldStatusDealNumber→deal_number✓ AutoSellingPrice→selling_price✓ AutoFrontEndGross→front_gross✓ AutoBackEndGross→back_gross✓ AutoStockNo→stock_number✓ AutoVehicleId→vin✓ AutoCustomerAddr1→address✓ Auto+ 15 more fields mapped automatically — view all in API docs -
3
First Sync
Louie imports your full deal history, inventory, and customer records. Typical store: 1,800–4,000 deals, 200–600 vehicles, 2,500–5,000 customers. Takes about 4–8 minutes.
Initial Import — In Progress LiveOverall progress 100%Estimated time remaining: complete247Vehicles1,841Deals3,290Customers0ErrorsImport complete. 5,378 records imported in 6m 12s. No errors. -
4
Louie Learns
Using your 1,841 imported deals, the lender weight model initializes — learning which lenders approved which credit profiles at this specific store. No generic averages. Your data. Your patterns.
Lender Model — Initializing from Deal History TrainingAnalyzed 1,841 deals · 12 active lenders · Patterns extractedWestlake Financial 91%Credit Acceptance 78%Ally Financial 85%Global Lending Svc 62%United Auto Credit 44%⚡ Model seeded — reweights nightly from new deals -
5
Go Live
The intelligence is ready. Your first day dashboard shows actionable insights pulled from your actual deal history. The coaching starts immediately — nothing to configure.
Day 1 Intelligence — Your Store Live86/100Dealership Health Score91.4%First-Look Accuracy$2,947Avg PVR (your history)12Priority Actions TodayLouie says: 17 customers in your database are 45–90 days from positive equity. Call them this week — $3,200 avg front gross on repurchases from your own data.Inventory alert: 34 units at 60+ days. Based on your prior pricing patterns, dropping $800–$1,200 on 18 of them moves them in under 14 days.Ready to connect your store?
Setup takes under 30 minutes.
We walk every new customer through the CDK connection personally. No IT ticket. No vendor approval. Just your data, in Louie, today.