Configuring Integration

Before you can send parts to your DMS, you will need to configure the integration tools you plan to use. In the online version of the EPC, your browser will first require you to install a browser extension as well as our integration tool, to protect your data security.

Skip to specific integrations

Note: Configuring the correct integration type requires some technical knowledge about your DMS and your network setup. If you do not know which type of integration to select, please contact your system administrator or your DMS provider for more information.

In Firefox or Chrome or Edge:

These browsers require that you install the browser extension first, and then the integration service tool. They may require that you restart the browser after each installation.

Only then can you begin configuring integrations within the EPC.

  1. At the top of the screen, click Settings → Integration Settings to open the Integration Setup window.
  2. A message will appear. Click the Install button on the message to start installing the browser extension. Follow the onscreen prompts.
  3. Return to the EPC.
  4. A message will appear. Click the Download button on the message to save the new integration service tool.
  5. Locate the downloaded file on your computer (it will save to your default location, such as a Downloads folder), and double-click the .exe file to run the installation. Follow the prompts to finish the installation.
  6. Close and re-open your browser and return to the EPC again. You are now ready to configure an integration.
  7. At the top of the screen, click Settings → Integration Settings to open the Integration Setup window.
  8. Click the New button to configure a new integration.
  9. Click the drop-down arrow in the Type field to select an integration type. The fields in the Integration Setup window change according to the type selected.

Local EPC

  1. At the top of the screen, click Settings → Integration Settings to open the Integration Setup window.
  2. Click the New button to configure a new integration.
  3. Click the drop-down arrow in the Type field to select an integration type. The fields in the Integration Setup window change according to the type selected.

Note: Available integration types may vary. When you finish configuring an integration type, the integration is listed in the Integration Setup window.

Tip: If you configure more than one integration, you can choose which one is the default. From the list of Configured Integrations in the Integration Setup window, highlight one and click the Set Default button to the right.

Specific Integrations

Click the integration types below to see instructions for configuring each.

BDDI Prices enhances the EPC's interaction with approved systems by displaying real-time part availability and pricing information, from the integrated system, directly in the EPC picklist. The DMS must develop a Web service to integrate at this level.

  1. Select BDDI Prices from the Integration Setup window's Type list box.
  2. Enter a name to identify the integration. This name should describe the system with which you are integrating.
  3. Enter the applicable URL.
  4. Enter your login ID.
  5. Click Next and follow the on-screen instructions.

File Writer enables the EPC to create a picklist in either a custom or industry-standard file format. The DMS company must develop software to import the picklist written by the EPC. In many cases, the DMS has already coded to an established standard.

  1. Select File Writer from the Integration Setup window's Type list box.
  2. Enter a name to identify the integration. This name should describe the system with which you are integrating.
  3. Select the format of the file that is to be written. If you do not know which format to select, check with your DMS vendor or your system administrator.

Note: If you select "Custom Format" you must then click the Custom button which appears and select parameters for the data output before continuing.

  1. Enter the file name and destination folder.
  2. Select whether all parts or selected parts will be transferred.
  3. Select the Automatically write option only if you want parts written to the file as they are added to picklists.
  4. Click Next and select the catalog to which the file applies.
  5. For each catalog and part type, click the dropdown and choose the part number format to transfer. Number formats can include spaces, dashes, a combination of both, or exclude all spaces.
  6. Click Next and select Everyone in my dealership or Just me.
  7. Click Next. A screen shows that you have configured the file successfully.
  8. Click Finish. The configuration is listed in the Integration Setup window.

Launch EPC lets you launch the EPC directly from within your DMS.

  1. Select Launch EPC from the Integration Setup window's Type list box.
  2. The Integration Setup will prompt you to download the Launch EPC software. Click the Download Launch EPC link.
  3. Once the file has downloaded, click on it to Run the installation.
  4. Follow the installation prompts, and click Finish when done.

Note: You may need to close the browser to complete the installation. Once Launch EPC is successfully installed, re-open the browser, log into the EPC, and return to the new Integration Setup page. When you select Launch EPC from the Integration Setup window's Type list box, the prompt to download will no longer display.

  1. Click Next. A screen shows that you have configured the file successfully.
  2. Click Finish. The configuration is listed in the Integration Setup window.

Note: Some DMS providers do not support this feature. Contact your DMS provider or SBS Technical Support for more information.

Parts Integration Assistant sends a picklist from the EPC to approved systems. This solution is primarily used to set up integration when the DMS is not able to work with established industry standards or existing custom file formats. This gap solution requires no DMS development effort to implement.

Select Parts Integration Assistant from the Integration Setup window's Type list box.

For additional information, refer to the configuration/installation documentation supplied with the product.

Send Picklist enables the EPC to send a picklist to a Web service running on the DMS, using an industry-standard format. The DMS must develop a Web service to integrate at this level.

  1. Select Send Picklist from the Integration Setup window’s Type list box.
  2. Enter a name to identify the integration. This name should describe the system with which you are integrating.
  3. Enter the applicable URL.
  4. Enter your login ID.
  5. Select the Automatically send option only if you want parts transferred as they are added to picklists.
  6. Click Next and select the catalog to which the file applies.
  7. For each catalog and part type, click the dropdown and choose the part number format to transfer. Number formats can include spaces, dashes, a combination of both, or exclude all spaces.
  8. Click Next and select Everyone in my dealership or Just me.
  9. Click Next. A screen shows that you have configured the file successfully.
  10. Click Finish. The configuration is listed in the Integration Setup window.

Snap-on Integration - Professional (CDK SIP) enhances the EPC's interaction with certain North American CDK (formerly ADP) dealer management systems (DMS). Features include a link that launches the EPC from your CDK screen, the ability to pull a VIN from an active repair order when in the EPC, and real-time availability of customer-specific prices for parts added to the picklist.

  1. Select Snap-on Integration - Professional from the Integration Setup window's Type list box.
  2. The integration name is supplied automatically.
  3. Enter the Snap-on-provided dealer code.

In the Host field, enter the name of the server onto which the Snap-on Integration – Professional plug-in was downloaded and installed. Normally, this is the system onto which the EPC was installed. As you enter the name, it will appear in the URL where "<servername>" appears in this example.

http://<servername>:7421/DynamicConfigurationService.asmx

If the plug-in is installed on the user’s computer (such as a standalone system), replace the server name with localhost.

  1. Click the Download SIP link to download and install the server utility.
  2. Click Next and follow the on-screen instructions.

Snap-on Integration Professional (Dealertrack SIP) enhances the EPC by showing information from Dealertrack in the EPC. Features include the ability to pull a VIN from an active repair order when in the EPC, real-time availability of customer-specific prices, locations, and more for parts added to the picklist.

You will need three pieces of information from Dealertrack to get started:

A Dealer Code, an Enterprise Code, and a Company Code.

  1. Select Snap-on Integration Professional - Dealertrack from the Integration Setup window's Type list box.
  2. The integration name is supplied automatically.
  3. Enter the Dealer Code, Enterprise Code, and Company Code you got from Dealertrack.
  4. Click Next. All available columns are pre-selected as available to the EPC. We recommend you leave these selected.

Note: You can choose which Dealertrack information to display in the EPC later from settings in the Picklist and Part Details Display.

  1. Click Next. If you service more than one OEM, you will see options for selecting which ones the integration applies to. We recommend you leave them all checked.
  2. Click Next. A screen shows that you have configured the file successfully.
  3. Click Finish. The configuration is listed in the Integration Setup window.

Tip: You can select this integration in the Integration Setup window and click View Licenses at any time to review your dealership's available licenses for Dealertrack SIP.

Dealer-FX enables the EPC to send data from the picklist to Dealer-FX. You must have internet access to use this feature. CDK and Dealertrack users with those integration configured can send select elements from their DMS along with parts data.

  1. Select Dealer-FX from the Integration Setup window’s Type list box.
  2. The integration name is supplied automatically.
  3. Enter the applicable URL.
  4. Enter your login ID.
  5. Select Send all parts if you want the entire picklist to be transferred. Select Send only selected parts if you want to select individual parts from the picklist before sending.
  6. Click Next and select Everyone in my dealership or Just me.
  7. Click Next. A screen shows that you have configured the file successfully.
  8. Click Finish. The configuration is listed in the Integration Setup window.