Imported source records
Import workflows cover customer, vehicle, service, payment, estimate, invoice, and repair-order records according to the Shopmonkey API and the configured sync scope.
- Customers: identity, contact, and relationship linkage
- Vehicles: ownership, identifiers, mileage, and service linkage
- Services, estimates, and repair orders: active-work and recovery context
- Invoices and payments: recorded financial context for value and reporting
Records VehicleDesk keeps
VehicleDesk stores notes, reminders, tasks, appointment requests and schedule state, opportunity and deferred workflow state, outcomes, contact-eligibility evidence, and data-quality findings for its own workflows.
Missing data stays visible
A blank field, an unavailable history period, an unlinked record, or a provider error shows as a coverage gap. Prior-period comparisons and source records come only from what was actually imported.
Your shop's data stays yours
Provider and customer data serves the tenant's own workflows. Public marketing captures use synthetic fixtures and never read a production customer database.
Worked example: reading a coverage gap
Sync Health shows the last successful import and the period it covered. If a provider error interrupted a window, that window appears as a gap.
A report comparing two periods uses only the imported records. When a period is short, the comparison says so instead of implying a trend that the data does not support.
The team decides whether to re-run the import or wait for the next scheduled job, and the decision stays visible in the job state.
Checklist: using imported data responsibly
Run this before a number leaves the building.
- Confirm the freshness timestamp before quoting a figure
- Check that the period you compare is fully imported
- Treat unlinked or blank fields as gaps, not zeros
- Keep provider facts separate from VehicleDesk workflow notes
Common questions
It imports the record types the Shopmonkey API exposes and the configured sync scope requests: customers, vehicles, services, estimates, invoices, payments, and repair orders. Anything outside that scope shows as a coverage gap.
More guides
Other integration guides
Connect Shopmonkey and keep it the system of record
How VehicleDesk connects to the Shopmonkey API with signed webhooks, call budgets, server-side credentials, and clear failure states in production.