Sara Plus | Set Up - Service Check

The following steps are required to set up 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: Form Creation

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

• Field Name	Field Key	Field Type	Required/Optional	Description*
  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

Note: Field API name MUST match the example provided. All fields are required except for Apt/Suite.

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 3: 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 Eligibility Check form, please refer to the Eligibility 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.