If you're a dealer using Frazer's dealer management system (DMS), we have good news: AGORA Data is fully mapped to Frazer and ready to accept your data! The export process is quite simple, and you can follow along with our guide here on how to import this file into AGORA.
To begin, open up and sign into the Frazer application. When you arrive at the Frazer home screen, navigate to 'Miscellaneous' on the top menu, and then select '8 - Export Data'.
You'll then arrive at an export screen that can seem pretty intimidating at first. Fortunately, you'll only need a few mouse clicks before your file is ready to go! First, ensure your export screen matches the image below where highlighted in red:
- Select 'File 1' (the file name to the right doesn't matter)
- Select 'CSV (Comma Separated)' for File Type
- Select 'A - All Customers with Balances'
- Select 'All' for Type of Sale
- Make sure the 'Include column headers (labels) in file' box is checked
- Make sure both the 'Include "Opt outs"' and "Include bankruptcies" boxes are checked
Your export screen should now look like this:
Next, click the 'Select All' button on the middle right, then the 'Create File' button on the bottom left. You must click 'Select All' before clicking 'Create File'.
You will likely receive a warning popup regarding social security numbers. Go ahead and click 'Yes'. Don't worry, AGORA Data uses SSL-encrypted connections and other industry best practices to protect your data when you upload it to us.
If the export process was successful, you'll see a dialogue box confirming such, as well as asking whether or not you want to view the folder the file was saved in. Go ahead and click 'Yes' as we'll now need this file to upload to AGORA Data. It's OK if your filename and folder location are different from the below image. Just make sure you find the file with the same name from this confirmation dialogue box.
After clicking 'Yes', a folder should open on your desktop, revealing the export file you just created. This is the file you'll upload to AGORA Data, no modifications needed. That's it; you've exported your Frazer data in a format AGORA can understand!