DMS integration
J
Jim Marsh
like to be able to push Social Security numbers into our new Dealer management system, PBS
J
Jim Marsh
Just the SSI fields into PBS. We moved from CDK (which did push the SSI numbers). I wouldn't know of any compliance or security requirements given we were able to push to CDK and now we can't to PBS. We push deals into the PBS daily after a deal is sold. All other customer information pushes to the DMS except for the SSI numbers.
Shelby Parker
Thank you for posting, Jim Marsh! I have a few more questions for you:
- What specific data fields from the Dealer Management System (DMS) need to be integrated with our CRM?
- Are there any security or compliance requirements we should be aware of when handling Social Security numbers?
- What is the expected frequency of data synchronization between our CRM and the DMS?