700Credit Setup

If you have a 700Credit account, and the DeskManager Online Credit Module, you can run credit reports within DeskManager Online!

If you would like to start running 700Credit credit checks within DeskManager Online but do not have the Credit Module. Please reach out to your AutoManager account rep to learn more about the Credit Module. 

If you’ve already set up your 700Credit integration, you can learn how to run credit by reading our article here:

Running Customer Credit

How to Set Up 700Credit Integration

First, click the Settings cogwheel located at the bottom of the leftmost sidebar. Under the Integrated Vendors category, select Credit Check. Then click 700Credit.

700Credit provides two ways to pull credit. A Hard Pull and Soft Pull. Depending on your 700Credit account, you may have access to one or both of these services.

To start using 700Credit in DeskManager Online, please enter in the applicable credentials. Hard Pull credentials will have a user name that ends with 'amgr'. For Soft Pulls, also known as the Quick Screen, the credentials will have a separate user name that ends with 'amgrqs'. Note that these credentials are different from the credentials used to log into the 700Credit portal. Using the incorrect credential in the incorrect section with prevent you from pulling credit.

Depending on where you get your Credit data from, you will want to select the applicable credit bureaus. This could be one bureau or a combination of more than one. 

Once the set or sets of credentials have been provided to DeskManager Online. Click Save & Close. You are all done setting up 700Credit in DeskManager Online.

After completing the setup process, you can now run Credit Checks through DeskManager Online provided by 700Credit. If you are unsure how to run Credit Checks, you can visit this article: Running Customer Credit