AP Automation for
Dealertrack Dealer Management System
Stampli’s Opentrack-certified integration transforms your Dealertrack AP workflows with intelligent automation, real-time data sync, and seamless multi-entity support without disrupting operations.
How does Dealertrack DMS fall short for accounts payable?
Dealertrack’s native AP capabilities create daily frustrations with manual processes, weak procurement tools, and limited financial controls.
Manual invoice processing overwhelms teams
Significant manual keying of invoice details increases errors and processing time
Clunky workflows slow operations
Multi-step processes and complex navigation hinder efficiency
Weak PO system lacks traceability
Missing critical fields make linking purchases to vehicles and jobs nearly impossible
Limited collaboration forces workarounds
Invoice discussions happen outside the system, creating tracking difficulties
Layering procure-to-pay seamlessly on Dealertrack DMS
Certified Opentrack integration ensures reliability
Real-time, validated data exchange through Dealertrack's official API platform with "In Production" certification status
Intelligent automation fixes broken workflows
AI-powered invoice processing eliminates manual entry while supporting critical Dealertrack fields like Control Number and Related Customer
Comprehensive payment management streamlines operations
Automated payment validation and receipt export prevents duplicates and maintains accurate financial records
Multi-entity support simplifies dealership groups
Seamless Company ID and Enterprise Code handling allows easy switching between locations within one platform
Automatic Sync between
Dealertrack DMS and Stampli
Sync Lists
Vendor list
Supplier ID
GL accounts
GL accounts & Items
Open PO's, Line Details
Open PO's, Line Details
Fields e.g., Control #, Company Code, etc.
Invoice & PO Fields e.g., Control #, Company, Account Category, Payable Account, etc.
Invoices + Payments
Dealertrack Invoice
Invoice Authorized for Payment
Payment info
Payment info
Our Dealertrack DMS integration is built in advance, built in-house, and built to completion.
Unlike competitors with unclear certification statuses, Stampli’s pre-built Opentrack API integration delivers reliable, real-time synchronization designed specifically for dealership operations.
Deep Dealertrack integration & data sync
- Lists stay in sync without loading delays: Stampli’s sync approach avoids system freezes often seen with competitors.
- Sophisticated validation algorithm ensures data integrity: Prevents bad data, duplicates, and process errors from reaching Dealertrack, ensuring accuracy.
- Real-time sync via API: Bills can be posted instantly without the typical delays found in other systems.
- Syncing of header and line level invoice details: Ensures comprehensive data accuracy for GL Accounts, descriptions, memos, vendors, and more.
- Great support for multi-entity environments: Allows easy switching between entities without needing separate Stampli accounts.
- Invoice payment status synced back: Payment status updates from Dealertrack are visible in Stampli, even without Direct Pay.
- Syncing of Vendor Payment Details: Automatically syncs vendor payment details for Direct Pay, reducing manual effort and ensuring accuracy.
Comprehensive payment management
- Applying vendor discounts and credits to payments: Automatically applies available credits and discounts synced from Dealertrack during payment selection.
- Supports full & partial bill payments: Provides flexibility to pay invoices fully or partially as needed.
- Payment validation with the ERP: Checks Dealertrack to prevent duplicate or fraudulent payments before issuing.
- Exporting of Payment Receipts: Creates distinct invoice and payment documents in Dealertrack for clear record-keeping.
- Payment receipts for Stampli Card transactions: Exports payment receipts for all Stampli Card purchases, ensuring data accuracy.
- Void/cancel payments in Stampli: Allows users to void or cancel payments directly in Stampli before they are issued.
Streamlined purchase order handling
- Syncing of specific PO data: Pulls key PO data like items, descriptions, rates, and quantities for accurate matching.
- Support for various PO types: Sync open POs containing only items or both items and GL data from Dealertrack.
- 2-way PO matching: Enables streamlined matching of open Dealertrack POs to invoices within Stampli, using AI to detect and flag discrepancies.
- Stampli syncs live PO data: Provides up-to-date PO status and line-level information ensuring no information is missed.
- Export related Customer details from PO: Exports related customer details from the PO to Dealertrack ensuring accuracy across all records.
Optimized invoice coding & AP workflow
- Easier to learn and use, especially for non-finance teams: Stampli’s user-focused design allows for a faster learning curve compared to complex ERPs.
- Support for the Control Number: Codes and syncs the critical Dealertrack Control Number field, often used for tracking vehicle-specific details.
- Tax support for “Amount” and “Total to be paid”: Recognizes and syncs these specific tax-related fields from invoices for accurate coding.
Accurate financial recording & tracking
- Track vendor discounts: Automatically calculates and applies vendor discounts when processing payments.
- Ensures accurate payment recording: Through validation, receipt export, and status syncing, Stampli maintains correct payment records in Dealertrack.
- Syncing Vendor Payment Details: Ensures correct vendor payment methods and accounts are used via automatic sync for Direct Pay.
ERP Resources
How reliable is the Opentrack API integration, and what does "In Production" certification mean for our dealership?
Stampli maintains current, verified “In Production” Opentrack API certification, which means Dealertrack has officially vetted our integration for reliability, security, and performance. This certification ensures our connection meets Dealertrack’s standards and reduces the risk of compatibility issues as the system evolves. Unlike integrations with unclear or lapsed certification status, our official partnership provides ongoing support and stability
Can Stampli handle our dealership group's multiple locations and company structures within Dealertrack?
Yes, Stampli is specifically designed to support Dealertrack’s multi-entity environments through Company ID and Enterprise Code handling. You can easily switch between different dealership locations within a single Stampli account, ensuring invoices and payments are correctly allocated to the appropriate entity. This eliminates the need for separate Stampli accounts for each location and streamlines AP management across your entire dealership group.
How does Stampli overcome Dealertrack's weak PO system for invoice matching?
Stampli directly addresses Dealertrack’s PO limitations by syncing open PO line-level data (items, descriptions, rates, quantities) approximately every 2 hours, with on-demand sync available. Our AI-powered 2-way matching system uses this data to efficiently match invoices to POs, even when Dealertrack’s native system lacks key traceability fields. This provides the automated matching capabilities that Dealertrack’s weak PO system cannot deliver natively.
What specific Dealertrack fields does Stampli support, and how does this impact our workflow?
In addition to standard and custom invoice fields, Stampli supports critical Dealertrack-specific fields including Control Numbers (essential for linking costs to vehicles/jobs), Company IDs, Enterprise Codes, and tax fields like “Amount” and “Total to be paid.” These fields are automatically captured during invoice coding and synced accurately between systems. This native support eliminates manual workarounds and ensures proper cost allocation within your DMS without requiring staff to learn new processes.
How frequently does data sync between Stampli and Dealertrack, and will this impact system performance?
Stampli uses an optimized sync schedule: automatic downloads approximately every 5 minutes, uploads every 2 hours, plus on-demand sync when needed. Our technical approach is designed to avoid the system freezes and loading delays common with other integrations. The Opentrack API framework itself is built by Dealertrack for these types of secure integrations, so performance impact on your DMS is minimal.
How does Stampli handle payment validation and prevent duplicate payments in Dealertrack?
Stampli employs sophisticated validation algorithms that check Dealertrack before issuing any payment to prevent duplicates or fraud. When payments are made through Stampli, we automatically export distinct invoice and payment receipts back to Dealertrack for clear record-keeping, including for Stampli Card and credit card transactions. Payment status is also synced back to Stampli for visibility, creating a secure, closed-loop system that maintains data integrity across both platforms.
NEWS FROM STAMPLI
Stampli AP automation for Dealertrack DMS provides paperless efficiency to accounts payable with the Stampli Opentrack API integration.
Webinar
Watch our webinar, Stampli Connects: Sage Intacct Construction, to learn how you can automate your accounts payable processes without reworking your Sage Intacct Construction ERP.
CASE STUDY
Efficiencies from adopting Stampli’s software let Pillar Automotive run with smaller — and better-paid — accounting teams.
Stampli is #1 in
Customer Satisfaction
for AP Automation
Customer delight positions Stampli as a Leader in the G2 Grid® for AP Automation software and #1 in Support and Implementation.
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