Complete your setup to get started — fast & accurate dealership onboarding
Fill in the details below, then click Save Client to register this dealership and continue.
Fill in the sponsor's details and click Save Sponsor.
Client type, dealer group, and franchise details
You are in Review Mode — this section has been submitted and is awaiting your approval.
OEM Groups: The brand the dealership is authorised to sell (e.g. Toyota, BMW).
Dealer Groups: Multiple franchises under one corporate group (e.g. Motus Holdings).
Preowned Dealer Group: Multiple preowned-only dealerships under one group.
Other: Non-motor clients (we create profiles for these from time to time).
Authorised brand dealer — single or multiple brands
Multiple franchised dealerships under one group
Independent preowned — no franchise affiliation
Multiple preowned dealerships under one group
Non-motor clients — e.g. service businesses, finance, other industries
Sent to support@ix.co.za to verify (and quote if integration is needed). It stays listed below as Pending until support confirms it (added to the list) or removes it — so you can always see what you submitted.
Sent to support@ix.co.za to verify (and quote if integration is needed). It stays listed below as Pending until support confirms it (added to the list) or removes it — so you can always see what you submitted.
Sent to support@ix.co.za to verify (and quote if integration is needed). It stays listed below as Pending until support confirms it (added to the list) or removes it — so you can always see what you submitted.
Sent to support@ix.co.za to verify (and quote if integration is needed). It stays listed below as Pending until support confirms it (added to the list) or removes it — so you can always see what you submitted.
No OEM or dealer group selection required for non-motor clients.
Select an existing dealership user or add a new one, then send this section to them to complete or confirm
Flag this section for follow-up — an iX team member will reach out shortly
Dealer details, billing entity, main contact
You are in Review Mode — this section has been submitted and is awaiting your approval.
Information we already hold for this client has been loaded below. Review and update if needed.
Select an existing dealership user or add a new one, then send this section to them to complete or confirm
Flag this section for follow-up — an iX team member will reach out shortly
Main point of contact during onboarding
You are in Review Mode — this section has been submitted and is awaiting your approval.
Contact details entered on the landing page have been loaded. Review and update as needed.
Select an existing dealership user or add a new one, then send this section to them to complete or confirm
Flag this section for follow-up — an iX team member will reach out shortly
Finance contact, payer details, sponsored billing
You are in Review Mode — this section has been submitted and is awaiting your approval.
Independent dealers are set up on Debit Order by default. Larger groups requiring invoice billing must request approval from their iX account manager.
Invoice billing requires approval from your iX account manager. To request this, contact Sarah Botha at sarah@ix.co.za or use the Request Help button in the sidebar.
On submission, the following email is auto-generated and sent to the iX Accounts department for processing. They can action it directly from the email.
| Dealership | — |
| Account Type | Debit Order |
| Bank | — |
| Account Holder | — |
| Account Number | — |
| Branch Code | — |
| VAT Number | — |
| Registered By | Onboarding Portal · iX staff member |
Send this section to the finance / accounts team at the dealership to complete or confirm
Flag this section for follow-up — an iX team member will reach out shortly
Main contact, DP, stock controller, sales & marketing managers
You are in Review Mode — this section has been submitted and is awaiting your approval.
Contacts we have on file and contacts entered during setup have been loaded. Review, confirm, or update each person.
Each person's Role / Designation determines their access level and reporting in SmartManager. The Title / Position is their job title at the dealership.
Select an existing dealership user or add a new one, then send this section to them to confirm contacts
Flag this section for follow-up — an iX team member will reach out shortly
Select the iX products & services for this client
You are in Review Mode — this section has been submitted and is awaiting your approval.
Tick the products this client is subscribed to or that we are proposing. Only the relevant sections will then be shown for the rest of the onboarding — so a client only doing audits won't see DMS / Stock / Leads.
Based on your selection, the client will see: Marketing & Pages, Stock & DMS Setup.
Select an existing dealership user or add a new one, then send this section to them to complete or confirm
Flag this section for follow-up — an iX team member will reach out shortly
Websites & social pages — the source of truth for all managed assets
You are in Review Mode — this section has been submitted and is awaiting your approval.
URLs and details we already hold for this client have been loaded. Verify and update any that have changed — this section is the primary source of truth for audits.
Select an existing dealership user or add a new one to confirm website & page details
Flag this section for follow-up — an iX team member will reach out shortly
These details feed all pages we manage and the auditing tool. Pre-populated where we already hold the data.
Add as many numbers as needed — per department and per brand. Use the "Add" buttons below.
These populate per dealer. For a group site, they also populate under the group client.
Finance setup (including Seriti HFA links) is captured in the consolidated Finance section below.
If none are selected, you'll need to choose which contact details appear on the website instead.
Logos are pulled from one central source. When updated here it updates across all managed clients (website, Amplify, social scheduler). Group logos cascade to dealers in the group.
This is what we currently have saved. The dealership can confirm it's correct, flag it as wrong, or tell us we don't have it.
Shown because this is a group client with a group website managed by iX.
All finance options in one place. Choose the platform and complete the matching detail.
The iX finance form will be used for this dealer.
Each HFA entity × branch → a finance-application link. Loaded per dealer; for a group site they also populate under the group client.
Rates link to a main setting. For a group, updating the group rate updates all dealers underneath.
For anything we manage, we store the username & password per client so details are never lost.
Sent to support@ix.co.za to verify (and quote if integration is needed). It stays listed below as Pending until support confirms it (added to the list) or removes it — so you can always see what you submitted.
Any POPI-related configuration we need to set up will be captured here and tied to the Information Officer details above.
For all platforms we manage, we save the login & password here so they're never lost. Pre-populated where captured. This is the source of truth that feeds websites and Campaign Manager.
Pre-filled from the client details captured earlier — edit here to override if different.
iX creates a short Bio and cover image for the Facebook page. Logo pulled from central library.
High-res images (exterior, interior, team), profile logo, and cover photo (1024×575px) to be uploaded. Social links (FB, Insta, Twitter, LinkedIn, YouTube) pulled from above.
SMMS setup, internal lead retrieval, and Zapier requirements — these may also appear under the Leads section.
Select an existing dealership user or add a new one, then send this section to them to complete or confirm
Flag this section for follow-up — an iX team member will reach out shortly
Dealer Management System, stock feeds, lead routing & codes
You are in Review Mode — this section has been submitted and is awaiting your approval.
This section is technical. If unsure, use the "I'm not sure / I need help" option to refer to the DP / stock controller or ask iX to make contact.
We'll need to find this out. Choose how to proceed:
For a new setup, this email is pre-populated to go to the DMS from the Dealer Principal, with iX cc'd in to speed up setup.
Sent to support@ix.co.za to verify (and quote if integration is needed). It stays listed below as Pending until support confirms it (added to the list) or removes it — so you can always see what you submitted.
Sent from the DP with iX cc'd. We'll follow up with the DMS provider.
Sent to support@ix.co.za to verify (and quote if integration is needed). It stays listed below as Pending until support confirms it (added to the list) or removes it — so you can always see what you submitted.
Select all portals where you advertise your vehicle stock.
Lead Management System is captured once here (previously duplicated under Websites — now removed).
Sent to support@ix.co.za to verify (and quote if integration is needed). It stays listed below as Pending until support confirms it (added to the list) or removes it — so you can always see what you submitted.
Same as DMS — we'll make contact to find out.
If this client is part of a group with predefined rules (e.g. Westvaal → leads forward to CMS), the routing is pre-populated. You can override it, but the change is recorded against your name.
Select / confirm the relevant codes for CMS, Evolve etc. (pulled from the stock & leads settings pages for the client to double-check).
Select an existing dealership user or add a new one (DP / stock controller) to provide these details
Flag this section for follow-up — an iX team member will reach out shortly
Paid marketing setup — only shown when client does marketing with iX
You are in Review Mode — this section has been submitted and is awaiting your approval.
This section only appears because "Marketing with iX (Amplify)" was selected on the Products page.
Send this section to the dealership marketing contact to complete
Flag this section for follow-up — an iX team member will reach out shortly
Book training once setup is complete
You are in Review Mode — this section has been submitted and is awaiting your approval.
Now that setup is loaded, select a training date from the available slots below. A record is kept of who is trained, on what, and when.
Captured for our records — who we trained, on what, and when.
Select an existing dealership user or add a new one, then send this section to them to complete or confirm
Flag this section for follow-up — an iX team member will reach out shortly
All sections have been submitted and training has been booked. Your iX team will review and reach out to confirm next steps.
A confirmation email has been sent to the primary contact and to support@ix.co.za. Training booking confirmed.