Dealer Onboarding

Auth

Setup

Details

Leads

Theme

Deploy

Scripts

🔐 Authentication

GitHub personal access token

Needs repo + workflow + admin:org scopes.

Remember this token on this device

Stored locally in this browser only — never sent anywhere except GitHub. Uncheck to require re-entry every session.

🏪 Dealer details

Dealer name *

Dealer key *

Auto-generated. Lowercase + hyphens only.

Branch code *

Edith branch code.

Dealer group (optional)

Links this dealer to others under the same ownership group — used for group-level billing, analytics rollups, and lead attribution. Leave blank for a standalone dealer. Use the same value across each onboarding run for a "multiple websites, multiple branches" group.

Allowed domains * (comma separated)

Finance type *

Controls transaction type sent to Edith.

Billing type *

How this dealer is billed by FindAndDrive.

Contact email *

Used for failure notifications when Edith is unreachable.

Show vehicle selection page

Adds a step before the application form where users pick a vehicle make and model. Pre-fills these fields later in the application.

🌐 We're building & hosting this dealer's website

Separate from the finance widget above — check this only if FindAndDrive is also provisioning a full dealer website. Enables the Stock management section for this dealer in the analytics dashboard.

🔑 Seriti API credentials

Seriti API key *

Unique per dealer group — stored securely in Cloudflare KV. Auto-filled for other branches in the same group.

Seriti API secret *

Unique per dealer group — stored securely in Cloudflare KV. Auto-filled for other branches in the same group.

📬 Lead sync

Optional — choose where this dealer's high/low-intent leads from Seriti should be sent. Leave everything unchecked if this dealer only needs the finance widget.

Seriti Dealership ID

Required only if syncing leads below. Used to query Seriti's high/low-intent leads endpoints for this dealer.

🎯 Send leads to

HubSpot

Creates tagged contacts (High/Low Intent) in a HubSpot private app.

HubSpot private app token *

VMG CRM

Submits leads to VMG's dealership management system.

VMG username (optional)

VMG password (optional)

Only needed if this dealer uses its own separate VMG account.

VMG dealer ID *

CMS LMS

Injects leads via CMS's 3rd party lead injection API.

CMS auth token (optional)

Only needed if this dealer uses its own separate CMS account.

CMS dealer ref *

CMS floor — New (optional)

CMS floor — Used (optional)

Leave blank until the application form captures new/used — leads will route to CMS without a floor code until then.

Lead source label

Defaults to "ALP-SERITI-E-FFICIENT" if left blank.

DealerOS

Creates a lead via DealerOS's Integration API (api/lead/create).

DealerOS API token *

Unique per dealer — request from DealerOS.

DealerOS dealership ID *

Must match an existing dealership ID in DealerOS.

Lead source

Must match a DealerOS lead.source enum value.

Enquiry method

Email digest

Sends a secure link twice daily (8am & 2pm SAST) to view/download new leads — instead of pushing to a CRM.

Recipient email *

Recipients get an email with a link — opening it asks for this dealer's branch code before showing the leads.

🔐 Authentication

🏗️ Dealer setup type

🏪 Dealer details

🔑 Seriti API credentials

📬 Lead sync

🎯 Send leads to

🎨 Theme

Preview

🚀 Ready to deploy

✅ Deployment complete