Sara Plus | Set up - Eligibility Check

The following steps are required to setup the Sara Plus integration through the SalesRabbit Marketplace. Note: This integration is only available to customers on SalesRabbit's Pro or Enterprise membership plans. Additionally administrative access is required in order to access API keys and other credentials/settings in configuring this integration.  

Part 1: Create Custom Fields

1. Go to SalesRabbit and login. On the left hand side, click "Settings".
   
   
2. Next, click on "Custom Fields".
   
   
3. Create a field called "Sara Plus Customer ID" and make sure the text matches the screenshot.
   
4. Create another field called "Sara Plus Order URL". This wont be added to the form, but will be used in a later step.
   

Part 2: Form Creation

1. Create a New Form. Make a section called Contact Info and a section called Legal import the following Lead fields. 

• Field Name	Field Key	Field Type	Required/Optional	Description*
  First Name	firstName	Lead Field - First Name	Not Required	First Name of customer
  Last Name	lastName	Lead Field - Last Name	Not Required	Last Name of customer
  Phone	phonePrimary	Lead Field - Phone	Not Required	Phone of customer
  Alternate Phone	phoneSecondary	Lead Field - Alternate phone	Not Required	Alternate phone number of the customer
  Street Address	street1	Lead Field - Street Address	Required*	Street Address of customer
  Apt/Suite	street2	Lead Field - Apt/Suite	Not Required	Apartment or suite number
  City	city	Lead Field - City	Required*	City of customer
  State	state	Lead Field - State	Required*	State of customer
  Postal Code	postalCode	Lead Field - Postal Code	Required*	Postal Code of customer
  Date of Birth	dateOfBirth	Form Field - Date/Time	Not Required	Date of Birth
  Driver License Number	driverLicenseNumber	Form Field - Text	Not Required	Driver License Number of Customer
  Driver License State	driverLicenseState	Form Field - Text	Not Required	State the Driver License belongs to
  Driver License Expiration Date	driverLicenseExpirationDate	Form Field - Text	Not Required	Driver License Expiration Date
  SSN	ssn	Form Field - Text	Required*	Social Security number of the Customer
  AT&T	aTT	Form Field - Display Text	Not Required	Display Text for AT&T
  Consent	consent	Form Field - Text	Required*	Yes or No Consent for Check
  Sara Plus Customer ID	saraPlusCustomerID	Custom Field - API Field	Not Required	Used as a placeholder for the Customer ID returned from SARA Plus

Note: required fields MUST match the example provided. 

2. Turn on Custom Form Responses

3. Click on “Publish” Button and confirm.

Part 2: Obtain Sara Plus API Key

1. Go to "Sara Plus" and login. In the top menu bar, navigate to 'Admin>API Admin>API Access'.

Part 3: Find Dealer and Conn ID

1. In the top menu bar, navigate to 'Admin>Dealer Config>Dealer Data'. There you will find your DealerConnID and your ConnID.(Refer to screenshot)

Part 4: Create Connector

1. Go to SalesRabbit and login. On the left hand side, click "Settings".
2. Under the Sales section, select "Connectors".
   
3. Click the blue "Create New" button.
4. Fill out the form to appear as the screenshot below.
   1. Connector Type: Web Connect
   2. Name: SARA Plus Customer Order
   3. Request Headers: Leave Blank
   4. URL: https://www.saraplus.com/e/DealerPages/SubmitOrdersATT.aspx?{lead.customFields.saraPlusOrderURL}
   5. Connected to Lead?: Required
   6. If you'd like to set up who can see the connector option, please fill out the visibility section.

Part 5: Configure Sara Plus Integration

1. Navigate to the Marketplace under "Integrations". (Must have admin access)
2. Select the Sara Plus Integration Card.
3. Navigate to the "Configuration" tab and click "Enable".
4. Enter in your API Key, Conn ID, and Dealer Conn ID and click Next.
   
5. Select your Service Check form and Eligibility Check forms from the drop down menus and click finish. If you haven't set up your Service Check form, please refer to the Service Check set up article in our help center.
   

Note: If you wish to disable or reconfigure this integration at any time you can do so by clicking "Disable" or "Reconfigure" respectively.  Additionally, if the integration is currently live you should see an "enabled" indicator on the integration. 

Your Sara Plus integration should now be live and allow you to create leads in Sara Plus through form submission! If you have any issues or problems please reach out to support or your CSM for help configuring this integration.