Data Importer is a powerful tool that allows you to import data into your Student CRM database.
It should only be used by those with competence in data processing and all data imported should be 'clean' and acquired from reputable sources. Marketing permission preferences should be obtained for all channels (Post, SMS, Email, and Telephone) prior to import.
Always pause your Workflows in the relevant module before performing Data Imports.
Data Importer (one of the Data Manager tools) is designed to help you manage your data imports into:
Applications Passive (APV)
Agent Manager (AGM)
Contact Manager (CTM)
Courses & Subjects (CRS)
Mobile Event Capture (MEC)
Rapid Response (RAP)
Student Database (SDB)
It provides you with a Guide XLS and a CSV header file into which you can transfer your data for easy-to-perform data imports. You have the flexibility of deciding which occurrences, events, and workflows the data will be imported into.
For the correct CSV head and Guide per module, see this article: Preparing your data for importing.
Once you're happy with your data, you can get started with your Data Import project.
You may run into some common errors while importing. Check out their solutions: