CDK DMS Integration Process Instructions
We currently only integrate DMS with CDK (formerly ADP). All other vendors are not supported at this time, but you can manually create tickets for each DMS order.
The timing of DMS setup is very important since we start charging immediately upon paperwork completion. To begin the integration, complete paperwork here. We recommend waiting until AFTER your payment processor is integrated to complete this paperwork in order to avoid being charged too early.
Below are questions that will need to be answered in order to complete the DMS integration process and customize functionality to your specific needs:
- Printer number to use on DMS Export - This is the printer number you see on the order screen when you go to print. Example "2". It should not be the longer printer name. If this is set, any order exported will immediately be printed to this server.
- DMS Web Customer Account- If you want to use one DMS Customer Account for all web orders, please provide this value. Otherwise, a new customer may be created for each order (except for repeat customers).
- DMS Sale Type- Defaulted to CASH. Let us know if you want something else.
- DMS Counter Person #(Default) - The default counter person to use for every order.