CDK Drive Customer (Preview)

The API will allow you to find, retrieve, and filter service customers in CDK Drive. Within CDK Drive, a customer is an individual who has been sold a vehicle, is a prospect on a vehicle, has bought parts, or has had their vehicle repaired or serviced through the dealership and exists in a CRM system. In addition, this connector will allow you to create a basic customer record. This helps service advisers provide a positive experience by allowing those workflows to be tied to a customer.

This connector is available in the following products and regions:

Service Class Regions
Logic Apps Standard All Logic Apps regions except the following:
     -   Azure Government regions
     -   Azure China regions
Power Automate Premium All Power Automate regions except the following:
     -   US Government (GCC)
     -   US Government (GCC High)
     -   China Cloud operated by 21Vianet
Power Apps Premium All Power Apps regions except the following:
     -   US Government (GCC)
     -   US Government (GCC High)
     -   China Cloud operated by 21Vianet
Contact
Name CDK Global
URL https://serviceconnect.support.cdk.com
Email mbd_support@cdk.com
Connector Metadata
Publisher CDK Global
Website https://fortellis.io
Privacy policy https://fortellis.io/privacy
Categories Data

ABOUT

The CDKDrive Customer API V1 allows you to search, view, create, and update customer records in CDK Drive.

https://apidocs.fortellis.io/specs/0d488dd1-c609-4618-9061-68be8b61c2a9

Key Concepts

Customers

A customer is an individual in the CDK Drive DMS who meets at least one of the following criteria:

  1. Purchased a vehicle (or is a prospect to purchase a vehicle) from the dealership
  2. Purchased parts from the dealership
  3. Brought a vehicle into the dealership for repairs or service

Potential Use Cases

Use the CDKDrive Customer API to create solutions to handle situations such as:

  1. Search for a customer and display customer details
  2. Create or update customer information
  3. Update a customer's preferred contact methods
  4. Get customer information to link with vehicles with the CDKDrive Service Vehicles API

Related APIs

The CDKDrive Customer API can be used independently or with any of the following APIs.

DEALS

Find and create a deal using information about the customer and vehicle they are purchasing or leasing. The CDKDrive Customer API can be used to associate customer records with deals. Deals API: Get dealership employees.

  1. https://apidocs-dev.fortellis.io/specs/91145f3f-2dd7-43fa-a63d-08908ef9e2e7

CDKDRIVE REPAIR ORDERS

Enable service writeup workflows on CDK Drive. The CDKDrive Customer API can be used to associate customer records with repair orders.

https://apidocs.fortellis.io/specs/b0f20c99-ed1f-49de-a0e8-6776d2ee0fe3

CDKDRIVE SERVICE VEHICLES

Create, update, query, and retrieve service domain vehicle information in CDK Drive. You can link customers to vehicles using the CDKDrive Service Vehicles API.

https://apidocs.fortellis.io/specs/54b70ee1-ac17-4be2-9314-45c947692c5d

GETTING STARTED WITH THE CDKDRIVE CUSTOMER API

Pre-requisites

You will need the following to proceed

• To use the connector, you need to be a Fortellis user.

• You need to create an solution in Fortellis to generate client id and secret to be used while calling the APIs

Detailed Documentation can be found at

https://apidocs.fortellis.io/specs/0d488dd1-c609-4618-9061-68be8b61c2a9

Throttling Limits

Name Calls Renewal Period
API calls per connection10060 seconds

Actions

Create a customer

Create a customer

Query a customer

Query a customer

Query customers

Query customers

Update a customer

Update a customer

Create a customer

Create a customer

Parameters

Name Key Required Type Description
Client Id
client_id True string

A client ID that should be unique to developer/solution provider building the solution.

Client Secret
client_secret True string

A client secret that should be unique to developer/solution provider building the solution.

Subscription Id
subscription_id True string

A correlation ID that should be returned back to the caller to indicate the return of the given request.

Request Id
Request-Id string

Format - guid. A correlation ID that should be returned back to the caller to indicate the return of the given request

first
first True string

The first name of the customer

middle
middle string

The middle name of the customer

last
last True string

The last name of the customer

prefix
prefix string

The prefix of the customer

suffix
suffix string

The suffix of the customer

primaryPhone
primaryPhone string

The primary phone number of the customer

homePhone
homePhone string

The home phone number of the customer

mobilePhone
mobilePhone string

The mobile phone number of the customer

pager
pager string

The pager number of the customer

pagerAccessCode
pagerAccessCode string

The pager access code of the customer

homeFax
homeFax string

The home fax number of the customer

workFax
workFax string

The work fax number of the customer

email1
email1 string

Email address 1 of the customer. You can enter NA for Non-Applicable or CD for Customer Declined if no other email address is present

emailDesc1
emailDesc1 string

Email address 1 description. Will contain NA or CD if entered on email1.

email2
email2 string

Email address 2 of the customer

emailDesc2
emailDesc2 string

Email address 2 description

email3
email3 string

Email address 3 of the customer

emailDesc3
emailDesc3 string

Email address 3 description

email4
email4 string

Email address 4 of the customer

emailDesc4
emailDesc4 string

Email address 4 description

email5
email5 string

Email address 5 of the customer

emailDesc5
emailDesc5 string

Email address 5 description

email6
email6 string

Email address 6 of the customer

emailDesc6
emailDesc6 string

Email address 6 description

preferredMethod
preferredMethod string

The preferred method of contact for the customer

blockPhoneFlag
blockPhoneFlag boolean

Indicates whether or not to phone telephone advertising

blockEmailFlag
blockEmailFlag boolean

Indicates whether or not to block e-mail advertising

blockMailFlag
blockMailFlag boolean

Indicates whether or not to block mail advertising

street
street string

Can be street, avenue, road, etc. This element also includes the house number and room/apartment/flat/floor number.

city
city string

Can be city, village, town, borough, etc. This is the postal town and not necessarily the place of residence or place of business.

county
county string

Handles administrative districts such as U.S. or U.K. counties that are not used for mail addressing purposes. Subregion is not intended for delivery addresses.

state
state string

A state, province, county (in Ireland), Land (in Germany), departement (in France), etc.

postalCode
postalCode string

Postal code. Usually country-wide, but sometimes specific to the city (e.g. '2' in 'Dublin 2, Ireland' addresses).

country
country string

The ISO country code of the country

Returns

Body
Customer

Query a customer

Query a customer

Parameters

Name Key Required Type Description
Customer Id
customerId True string

The customer identifier

Subscription Id
subscription_id True string

A correlation ID that should be returned back to the caller to indicate the return of the given request.

Client Id
client_id True string

A client ID that should be unique to developer/solution provider building the solution.

Client Secret
client_secret True string

A client secret that should be unique to developer/solution provider building the solution.

Request Id
Request-Id string

Format - guid. A correlation ID that should be returned back to the caller to indicate the return of the given request

Returns

Body
Customer

Query customers

Query customers

Parameters

Name Key Required Type Description
Name
name string

Filters customers by name

Email
email string

Filters customers by email address

Phone
phone string

Filters customers by phone number

Subscription Id
subscription_id True string

A correlation ID that should be returned back to the caller to indicate the return of the given request.

Client Id
client_id True string

A client ID that should be unique to developer/solution provider building the solution.

Client Secret
client_secret True string

A client secret that should be unique to developer/solution provider building the solution.

Request Id
Request-Id string

Format - guid. A correlation ID that should be returned back to the caller to indicate the return of the given request

Returns

Update a customer

Update a customer

Parameters

Name Key Required Type Description
Customer Id
customerId True string

The customer identifier

Subscription Id
subscription_id True string

A correlation ID that should be returned back to the caller to indicate the return of the given request.

Client Id
client_id True string

A client ID that should be unique to developer/solution provider building the solution.

Client Secret
client_secret True string

A client secret that should be unique to developer/solution provider building the solution.

Request Id
Request-Id string

Format - guid. A correlation ID that should be returned back to the caller to indicate the return of the given request

eTag
If-Match True string

Makes the resource update request conditional. The checksum value presented with If-Match must match the current ETag value of the resource.

first
first True string

The first name of the customer

middle
middle string

The middle name of the customer

last
last True string

The last name of the customer

prefix
prefix string

The prefix of the customer

suffix
suffix string

The suffix of the customer

primaryPhone
primaryPhone string

The primary phone number of the customer

homePhone
homePhone string

The home phone number of the customer

mobilePhone
mobilePhone string

The mobile phone number of the customer

pager
pager string

The pager number of the customer

pagerAccessCode
pagerAccessCode string

The pager access code of the customer

homeFax
homeFax string

The home fax number of the customer

workFax
workFax string

The work fax number of the customer

email1
email1 string

Email address 1 of the customer. You can enter NA for Non-Applicable or CD for Customer Declined if no other email address is present

emailDesc1
emailDesc1 string

Email address 1 description. Will contain NA or CD if entered on email1.

email2
email2 string

Email address 2 of the customer

emailDesc2
emailDesc2 string

Email address 2 description

email3
email3 string

Email address 3 of the customer

emailDesc3
emailDesc3 string

Email address 3 description

email4
email4 string

Email address 4 of the customer

emailDesc4
emailDesc4 string

Email address 4 description

email5
email5 string

Email address 5 of the customer

emailDesc5
emailDesc5 string

Email address 5 description

email6
email6 string

Email address 6 of the customer

emailDesc6
emailDesc6 string

Email address 6 description

preferredMethod
preferredMethod string

The preferred method of contact for the customer

blockPhoneFlag
blockPhoneFlag boolean

Indicates whether or not to phone telephone advertising

blockEmailFlag
blockEmailFlag boolean

Indicates whether or not to block e-mail advertising

blockMailFlag
blockMailFlag boolean

Indicates whether or not to block mail advertising

street
street string

Can be street, avenue, road, etc. This element also includes the house number and room/apartment/flat/floor number.

city
city string

Can be city, village, town, borough, etc. This is the postal town and not necessarily the place of residence or place of business.

county
county string

Handles administrative districts such as U.S. or U.K. counties that are not used for mail addressing purposes. Subregion is not intended for delivery addresses.

state
state string

A state, province, county (in Ireland), Land (in Germany), departement (in France), etc.

postalCode
postalCode string

Postal code. Usually country-wide, but sometimes specific to the city (e.g. '2' in 'Dublin 2, Ireland' addresses).

country
country string

The ISO country code of the country

Returns

Body
Customer

Definitions

Customer

Name Path Type Description
customerId
customerId string

The identifier of the customer record

name
name Name
contactMethods
contactMethods ContactMethods
postalAddress
postalAddress PostalAddress
preferredContact
preferredContact string

The preferred contact method

links
links CustomerLinks

ContactMethods

Name Path Type Description
primaryPhone
primaryPhone string

The primary phone number of the customer

homePhone
homePhone string

The home phone number of the customer

mobilePhone
mobilePhone string

The mobile phone number of the customer

pager
pager string

The pager number of the customer

pagerAccessCode
pagerAccessCode string

The pager access code of the customer

homeFax
homeFax string

The home fax number of the customer

workFax
workFax string

The work fax number of the customer

email1
email1 string

Email address 1 of the customer. You can enter NA for Non-Applicable or CD for Customer Declined if no other email address is present

emailDesc1
emailDesc1 string

Email address 1 description. Will contain NA or CD if entered on email1.

email2
email2 string

Email address 2 of the customer

emailDesc2
emailDesc2 string

Email address 2 description

email3
email3 string

Email address 3 of the customer

emailDesc3
emailDesc3 string

Email address 3 description

email4
email4 string

Email address 4 of the customer

emailDesc4
emailDesc4 string

Email address 4 description

email5
email5 string

Email address 5 of the customer

emailDesc5
emailDesc5 string

Email address 5 description

email6
email6 string

Email address 6 of the customer

emailDesc6
emailDesc6 string

Email address 6 description

preferredMethod
preferredMethod string

The preferred method of contact for the customer

blockPhoneFlag
blockPhoneFlag boolean

Indicates whether or not to phone telephone advertising

blockEmailFlag
blockEmailFlag boolean

Indicates whether or not to block e-mail advertising

blockMailFlag
blockMailFlag boolean

Indicates whether or not to block mail advertising

PostalAddress

Name Path Type Description
street
street string

Can be street, avenue, road, etc. This element also includes the house number and room/apartment/flat/floor number.

city
city string

Can be city, village, town, borough, etc. This is the postal town and not necessarily the place of residence or place of business.

county
county string

Handles administrative districts such as U.S. or U.K. counties that are not used for mail addressing purposes. Subregion is not intended for delivery addresses.

state
state string

A state, province, county (in Ireland), Land (in Germany), departement (in France), etc.

postalCode
postalCode string

Postal code. Usually country-wide, but sometimes specific to the city (e.g. '2' in 'Dublin 2, Ireland' addresses).

country
country string

The ISO country code of the country

Name Path Type Description
Details of a link to a resource
self LinkDescriptionObject

CustomerCollection

Name Path Type Description
items
items array of Customer

Name

Name Path Type Description
first
first string

The first name of the customer

middle
middle string

The middle name of the customer

last
last string

The last name of the customer

prefix
prefix string

The prefix of the customer

suffix
suffix string

The suffix of the customer

companyName
companyName string

If the customer represents a company, then company name will be considered

LinkDescriptionObject

Name Path Type Description
href
href string

The target URI

method
method string

The HTTP verb that MUST be used to make a request to the target of the link

title
title string

The title property provides a title for the link and is a helpful documentation tool to facilitate understanding by end clients