This document provides a step‑by‑step onboarding guide for dealerships to grant EvenFlow AI access to the Tekion Dealer Management System (DMS). It outlines two primary actions: (1) enabling API access for EvenFlow via the Tekion Integration Hub, including navigation, connection request, data permissions review, terms & conditions acceptance, and connection status verification; and (2) submitting a Bulk Data Extract Request Form to obtain historical DMS data beyond the default 30‑day API window, typically requesting five years of data in CSV format. The guide details required dealer and vendor information, data categories, date‑range specifications, and dealer authorization fields. It also includes dealer follow‑up instructions, a filled‑form example, contact resources (Motive Retail support, Tekion API docs, Certify access), and internal EvenFlow implementation steps: requesting API access through the Motive Retail Partner Portal, creating a support ticket for the historical data pull, and generating Jira tasks to track integration setup, data validation, configuration, analytics, and go‑live verification.
Topics
Overview and Prerequisites for Tekion‑EvenFlow Integration
High‑level purpose of the guide, required permission (View Integration Hub) and the two main steps (API access, historical data request).
Step 1 – Enabling API Access via the Tekion Integration Hub
Detailed UI navigation to the Integration Hub, selecting the EvenFlow integration, requesting connection, reviewing data permissions, accepting terms & conditions, and confirming connection status (Pending → Connected).
Data Permissions and Terms Review Process
Explanation of the Data Permissions tab (read/write/update/delete toggles, ‘Allow access to all requested data’ checkbox) and the Terms & Conditions tab (publisher details, authorizer info, dealer consent language).
Step 2 – Submitting the Bulk Data Extract Request Form for Historical Data
Instructions for completing the form, including dealer information, pre‑filled EvenFlow vendor details, selectable data categories, five‑year date range recommendation, CSV file format, and required dealer signature fields.
Historical Data Scope – 30‑Day API Limit vs 5‑Year Bulk Extract
Clarifies that the Tekion API only provides 30 days of history and that a bulk extract is needed for longer periods, typically five years (example range 07/01/2021–06/30/2026).
Dealer Follow‑Up Checklist and Example Completed Form
Guidance on what dealers should send back (unfilled form, responsibility assignment) and a concrete example of a filled form with sample dealer and vendor data.
Support Contacts and Resource Links
Lists Motive Retail support email, Tekion API documentation access, Certify login instructions, and links to the Integration Hub user guide PDFs.
EvenFlow Internal Implementation Workflow
Post‑dealer steps for EvenFlow: requesting API access via Motive Retail Partner Portal, creating a support ticket for the historical data pull, and generating Jira tasks (integration setup, data validation, service center config, analytics, email templates, A2P texting, customer follow‑up, go‑live verification).