This article provides you with the guidelines and steps required to upgrade the integration of Decisiv to CDK from version UJ040 to UJ050B of CDK.

• Prerequisites
• Actions Required to Enable Each Feature
• Setup Instructions for CDK UJ050B

Setup is done through the Decisiv platform after the dealer location has upgraded their CDK application to UJ050.

New dealer locations should be automatically set up with the latest version of CDK application.

NOTE: Only users with manager permissions can make the changes needed to upgrade CDK to UJ050B in Decisiv (i.e, Service Manager, Parts Manager, or General Manager).

Prerequisites

Before you upgrade a dealer's CDK in Decisiv to version UJ050B, make sure to meet the following prerequisites.

1. The dealer's location is already set up on Decisiv and the CDK application.
2. The dealer's location is already integrated in Decisiv with CDK UJ040.
3. Testing was completed and confirmed to be working on Decisiv and the CDK application.
4. Confirmation was received to upgrade the dealer location's current version of CDK application from UJ040 to UJ050B.
5. Dealer Confirmation Checklist with feature preferences for the upgrade to UJ050B was completed by the dealer location.

For a description of each of the features in this release, see here: Feature Descriptions.

To fill out the checklist of features to enable, see here: Dealer Confirmation Checklist.

Actions Required to Enable Each Feature

To upgrade a dealer's CDK in Decisiv to version UJ050B, you need to perform specific actions to enable each new feature available in the new version of CDK.

This table tells you what action is required to enable each CDK UJ050B feature in Decisiv.

Feature Integration Point	Action Required to Enable
DMS Tax & Misc. Fee Calculation (in Decisiv)	Needs Decisiv Activation & CDK setup
Customer Credit Status	Needs Endpoint Setup (see below) & CDK setup
Customer Add	Needs Endpoint Setup (see below)
Parts Pre Assigned/Sold to the RO on the DMS sent to Decisiv	Needs CDK setup
Parts Search	Needs Endpoint Setup (see below)
Switch/Replace Customer on RO	On CDK side for pushing back pricing
Update hours sold in Decisiv and export to DMS RO	No setup, automatically enabled.
Update description	No setup, automatically enabled.
Update Labor Type	No setup, automatically enabled.

 

Setup Instructions for CDK UJ050B

To upgrade the Decisiv integration to use CDK UJ050B and enable the new features in Decisiv:

1. Open your location from the Portal.

2. From the menu bar, click Admin.

 

3. From the Administrative Tools list, select Customize Your Database, then Location Information, then the External Features tab.

NOTE: Do not modify your DMS ID/CDK Activation ID

4. Verify the DMS Name is set to CDK.

5. Update your Interface Login to:  TruckAccess

6. Update your Interface Password to: YY2AIyZ*mVrs

7. To enable the features listed above, the following endpoints need to be set - NOTE: These endpoints have already been added into your portal - Select the endpoints from the drop-down in the following order, matching the naming convention in place for each endpoint below:

• UJ050 - Part Pricing Interface URL

NOTE: The Part Pricing Interface API Key will remain as: api_key

• UJ050 - Part Search Interface URL
• UJ050 - Repair Order Export Interface URL
• UJ050 - Customer Sync URL

For Customer Add, locate the Customer Sync Behavior drop-down and select Only Sync when DMS ID is not Provided.

• UJ050 - Customer Search URL
• UJ050 - Customer Credit Status URL

 

8. Leave the Timestamp Export Interface URL as is.

9. Leave the Interface Timeout as is.

10. Leave the Telogis ID as is.

11. Leave the Repair Order Link Template as is.

12. Click SAVE EXTERNAL INTERFACES



13. Click the External Features tab again.

14. Select "Manage Endpoints."

15. Delete any OLD endpoints (These will be old CDK UJ040 integration endpoints that DO NOT say UJ050.)