---
title: "Tekion Integration Guide"
canonical: "https://resourcecenter.kenect.com/space/Integratio/44204120/Tekion%20Integration%20Guide"
format: markdown
---
Use this article to understand setup and general details about the **Tekion integration **with our Kenect Inbox, Reputation and Service AI products.

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> ℹ️ # Table of Contents

> Macro (toc)

> ℹ️ This article is intended for a **Kenect Admin role** or a **DMS admin** to view when learning about general details with the integration or how to set up.

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**Tekion** is a cloud-native platform designed to manage all core automotive dealership operations, such as sales, inventory, service and finance. When integrated with Kenect, Tekion can help automate texting conversations with your customers through our **Inbox**, boost dealership sentiment by sending review site invites via our **Reputation **product, and streamline the service experience with <span style="color: #00b8d9">**Service AI**</span>.

- Customer details sync automatically into all **Kenect** **products**, creating/updating contacts & profiles within our suite of tools.
- Through **Kenect Inbox**, texts can be automated to send after sales & service events; saving your team time updating their customers on retention efforts.
- Through **Kenect Reputation**, review invites can be tied to automated text messages to grow your dealership’s reputation and presence on sites like Google, Facebook, Carfax, etc.
- Through <span style="color: #00b8d9">**Service AI**</span>** **<span style="color: #00b8d9">**Campaigns**</span>, texts and emails can be automated to send after sales & service events saving your team time engaging with customers.
- Through <span style="color: #00b8d9">**Sophi**</span>, AI-led conversations with customers can be informed through Tekion’s data points to help choose responses and assist with scheduling.

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> ℹ️ # How Do I Set Up Tekion?

When setting up Tekion, we’ll need you to access their online portal and authorize our connection. If your dealership has <span style="color: #00b8d9">**Service AI**</span>, we’ll need you to fill out an additional form so we can populate historical data into that platform.

> ℹ️ ## Requesting Tekion Authorization

1. Log into Tekion → select the **App Grid** **menu**.
2. Choose the** Apps** tab → navigate to the **APC **section → select the **Integration Hub** app tile.
3. You’ll see two tabs: **All Integrations **and **My Integrations** → click on the** All Integrations **tab to view available options.
4. Search for **Kenect **using the search bar → click on the tile → select the **Request Connection **button on the top-right.
5. In the **Accept Data Permissions **window, read through all details provided → select **Next**.
6. In the **T&C (Terms & Conditions) **window, read through the ‘Publisher’ and ‘Authorized By’ details provided → select **Accept & Connect**.
7. Once you’ve completed the steps above, please reach out to your Kenect representative and notify them of your authorization.
  - If in onboarding, you can do so by using one of the methods:
    - As a reply to the **Getting Started with Kenect: Next Steps **email
    - As a reply to the **Action Required: Tekion Setup Reminder **email (if sent)
    - As a comment within your **Set Up Your Tekion Kenect Integration **task from the Kenect Customer Portal
    - As a new email to your Technical Setup Specialist

If your dealership does not have Service AI, that’s everything we need! Setup should take anywhere between **1-3 business days** to complete.

> ℹ️ ## <span style="color: #008da6">**Requesting Bulk Data Authorization**</span>

1. Use the steps above to request Tekion Authorization for your Service AI account.
  - Select the <span style="color: #00b8d9">**Kenect SAI**</span>** **option instead of ‘Kenect’ on the <span style="color: #00b8d9">**All Integrations**</span> page.
  - Follow all other steps as listed.

![image-20260721-205742.png](media://41b0af13-7935-44ef-b3da-d18da41942a2)

2. Access the <span style="color: #00b8d9">**Tekion Bulk Data Authorization form**</span> and fill out all required fields.
  - You can access the form by clicking [here](https://na3.docusign.net/Member/PowerFormSigning.aspx?PowerFormId=07b12110-af2e-4789-9a42-cb4275c39b76&env=na3&acct=c0261e0f-f96d-47de-9e46-f016d050c17e&v=2).

| <span style="color: #008da6">**Form Field**</span> | <span style="color: #008da6">**Required Information**</span> |
| --- | --- |
| <span style="color: #00b8d9">**Dealer Name**</span> | The business' unique dealer account number within PBS |
| <span style="color: #00b8d9">**Contact Person**</span> | The main point of contact for Tekion at your dealership |
| <span style="color: #00b8d9">**Phone Number**</span> | The main point of contact’s 10-digit phone number |
| <span style="color: #00b8d9">**Email**</span> | The main point of contact’s business email address |
| <span style="color: #00b8d9">**Start Date**</span> | A date five years **in the **past from the date you’re filling out the form (e.g. 07/20/2021 if today’s date were 07/20/2026) |
| <span style="color: #00b8d9">**End Date**</span> | A date that matches today’s date or the date you’re filling out the form |
| <span style="color: #00b8d9">**Print Name**</span> | Form signee’s full first and last name |
| <span style="color: #00b8d9">**Signature**</span> | Form signee’s digital signature (full name or initials) |
| <span style="color: #00b8d9">**Title**</span> | Form signee’s official title at the dealership |
| <span style="color: #00b8d9">**Date**</span> | The date the form was signed (will auto-fill once the form’s accessed) |
| <span style="color: #00b8d9">**Email**</span> | Form signee’s business email address |

2. Submit your completed form within Docusign.
  - If in onboarding, you can download lthe PDF form and attach to one of the methods below for faster processing:
    - As an attachment within a reply to the <span style="color: #00b8d9">**Getting Started with Kenect: Next Steps**</span>** **email
    - As an attachment within a reply to the <span style="color: #00b8d9">**Action Required: Tekion Service AI Integration Setup**</span> email (if sent)
    - Your <span style="color: #00b8d9">**Set Up Your Tekion Service AI Integration**</span> task within the Kenect Customer Portal (click ‘Add attachment’ button)
    - A new email to your Technical Setup Specialist

That’s it! :kenect_sparkle: Once you’ve completed all steps above, we’ll take care of the rest. Setup should take anywhere between <span style="color: #00b8d9">**2-5 business days**</span> to complete.

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> ℹ️ # Need Additional Help?

If we were unable to fully address your inquiry, please feel free to check out FAQs to answer common questions about the product. We’ve also left contact details for help from a dedicated **Kenect** specialist if you may need.

> ℹ️ ## FAQs

**Q: How do I confirm that my Tekion integration is active?**  
*A: There are two main ways to confirm the integration is active, depending on what products your dealership has purchased:*

- *In Kenect, go to '*:kenect_gear:' ***Settings → Integrations****. You’ll see “Tekion” or “Tekion_Pilot” listed with a ***✅***** Connected**** status.*
  - *If it shows “*🚫 *Not Connected,” your account may be missing details or still in setup. If you have any questions, please reach out to your ****Technical Setup Specialist**** (if in onboarding) or our ****Support team****.*
- *If your dealership has *<span style="color: #00b8d9">***Service AI:***</span> *go to *<span style="color: #00b8d9">***Communication ***</span>*→**** ***<span style="color: #00b8d9">***Customers***</span>*. You should see data populating in the *<span style="color: #00b8d9">***All***</span>*, *<span style="color: #00b8d9">***Open ROs***</span>*, *<span style="color: #00b8d9">***Appointments***</span><span style="color: #00b8d9">* *</span>*and *<span style="color: #00b8d9">***Vehicles ***</span>*pages, which you can access by selecting the option within the dropdown menu.*
  - *If there are missing details within any of these fields, there may be additional PBS setup on their platform or your account might still be in setup. If you have any questions, please reach out to your ****Technical Setup Specialist**** (if in onboarding) or our ****Support team****.*

**Q: If I have multiple accounts within my dealership, do I need to authorize Tekion multiple times?**  
*A: Yes, you’ll need to authorize each location within Tekion unless they all share the same instance. If you’re setting up Service AI, each location will need to fill out a Bulk Data Authorization Form.*

**Q: Which contacts will initially sync over from Tekion?**  
*A: This can depend on which products your dealership has purchased with Kenect:*

- **Kenect Inbox/Reputation:** all contacts within Tekion since the year 2000.
- <span style="color: #00b8d9">***Service AI:***</span>* Up to *<span style="color: #00b8d9">***five years of historical contact data***</span>* is imported during initial setup.*
- *Afterwards, any contact edits will sync hourly.*

**Q: How can I set up texting automations with Tekion in Kenect?**  
*A: Texting automations can be set up for sales & service events within the ****Automated Messages Settings ****tab of your integration’s settings. If you have Kenect Reputation, you can also add an online review site link to these messages to help automate requests.*

- *To access Automated Messages Settings: select the '*:kenect_gear:*' ****Settings ****tab → click ****Integrations ****→ ****Automated Messages Settings****.*
- *Review the ****Sales - Confirmed Deals****, ****Sales - Closed or Sold Deals****, ****Sales - Booked Deals****, ****Service - Repair Orders****, ****Service - Closed Repair Orders****, ****Service - Open Repair Orders**** and ****Appointment ****fields to add templates and review links. Click into these templates to add automation details, such as the name of the automation, why type of automation action should occur, and what the message sent should look like.*
  - ***Send Message: ****only sends the template*
  - ***Send Review:**** sends the template, along with an invite to post a review on the review portal.*
- *Use ****Sales - Confirmed Deals****, ****Sales - Closed or Sold Deals**** and/or ****Sales - Booked Deals ****for any automations after a Sales Event. Use ****Service - Repair Orders****, ****Service - Closed Repair Orders****, ****Service - Open Repair Orders**** and/or ****Appointment ****for any automations after a Service Event.*
  - ***For Sales:**** These automations can also include dynamic filters such as *`Vehicle Make`*.*
  - ***For Service:**** These automations can also include dynamic filters such as *`Vehicle Make`* and *`Repair Order Status`*.*
- *If your dealership is only using *<span style="color: #00b8d9">***Service AI***</span>*, the *<span style="color: #00b8d9">***Use event trigger for Kenect Service Hub only***</span>*** ****will be enabled, and automated messaging will not be available.*

<span style="color: #00b8d9">**Q: What Service AI campaigns are currently supported with Tekion?**</span>  
*A: Tekion currently supports *<span style="color: #00b8d9">***12 ***</span>*of the 13 automated campaign types, and all manual campaign types.*

- *Tekion does not currently support *<span style="color: #00b8d9">***Declined Services***</span>*** ****campaigns being automated, though this functionality can be created into a manual campaign.*
- *To learn more about what campaigns are with our Service AI product, check out our article *<u><span style="color: #00b8d9">***[Campaigns:](https://resourcecenter.kenect.com/space/KSH/1040449570/Campaigns:+What+Campaigns+Are+&+Why+They+Are+Used)***</span></u><u><span style="color: #00b8d9">*[ What Campaigns Are & Why They Are Used](https://resourcecenter.kenect.com/space/KSH/1040449570/Campaigns:+What+Campaigns+Are+&+Why+They+Are+Used)*</span></u><span style="color: #00b8d9">*.*</span>
- *To learn more about how campaigns work and can be requested to be built, check out our article *<u>***[Campaigns: ](https://resourcecenter.kenect.com/space/KSH/1165656080/Campaigns:+How+To+Manage+Campaigns+In+Service+AI)***</u><u>*[How to Manage Campaigns in Service AI](https://resourcecenter.kenect.com/space/KSH/1165656080/Campaigns:+How+To+Manage+Campaigns+In+Service+AI)*</u>*.*

<span style="color: #00b8d9">**Q: Can Kenect book service appointments directly through Tekion with Service AI?**</span>  
*A: Unfortunately, scheduling is not fully automated through Sophi with Tekion. Sophi is able to infer DMS calendar data to offer times, then sends a task for the appointment to be confirmed and created by a Service AI user.*

- *To help automate the appointment scheduling flow, your dealership will need to use either *<span style="color: #00b8d9">***Xtime***</span>*** ****or *<span style="color: #00b8d9">***DealerFX***</span>*** ****schedulers in tandem with Tekion.*
- *To learn more about who Sophi is, check out our article *<u>***[Sophi: ](https://resourcecenter.kenect.com/space/KSH/1358266402/Sophi:+Your+Conversational+AI+Assistant)***</u><u>*[Your Conversational AI Assistant](https://resourcecenter.kenect.com/space/KSH/1358266402/Sophi:+Your+Conversational+AI+Assistant)*</u>*.*
- *To learn more about how Sophi can help assist with service scheduling, check out our article *<u>***[Sophi: ](https://resourcecenter.kenect.com/space/KSH/1358266409/Sophi:+How+to+Manage+your+AI+Assistant)***</u><u>*[How to Manage Your AI Assistant](https://resourcecenter.kenect.com/space/KSH/1358266409/Sophi:+How+to+Manage+your+AI+Assistant)*</u>

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> ℹ️ **Kenect Support**
> ℹ️ 
> ℹ️ For general questions or concerns, please contact our technical support team, available **Monday - Friday, 6am - 6pm MT**.
> ℹ️ 
> ℹ️ - **Phone: **<u>[385-474-8180](https://resourcecenter.kenect.com/space/KSH/1165656080/Campaigns:+How+To+Manage+Campaigns+In+Service+AI#)</u>
> ℹ️ - **Email: **<u>[support@kenect.com](mailto:support@kenect.com)</u>
> ℹ️ 
> ℹ️ If you have questions about our platform’s capabilities or what other features we may have, please reach out to your dedicated*** Implementation Consultant***** **or ***Customer Success Manager***.