Bring your external recruitment data into Student CRM and put it to work. Data Manager combines CSV imports, data connections and practical housekeeping tools to help your team spend less time managing spreadsheets and more time engaging with students.
Data Importer: Import CSV data files into Student CRM
Field Finder: Understand where your data is stored
Connections: Manage your connections to other systems
Speed Test: Check how fast your internet connection is
Duplicates: View your duplicate runs
Deletions: Delete data using segments
With Data Importer, you can bring prospective student enquiries, contacts, courses and application data into the appropriate modules using CSV templates. Built-in checks identify records that cannot be imported, helping you spot and correct problems. Imported records can then feed into your configured workflows and touchpoints, supporting timely follow-up without entering each record by hand.
Field Finder has an array of uses. This tool can help you understand how Student CRM is structured and assist in importing into other parts of the system.
Connections brings leads from supported third-party chat tools into Student CRM automatically. Choose where the data goes and how often the connection runs, helping your team follow up with new enquiries without repeatedly downloading and importing files.
The Duplicates tool lets you track the progress and results of student merges started in Student Database, giving your team a clear record of its duplicate cleanup work.
Sandboxes: Access your separate testing environment and check its status.
And in Deletions you can schedule data deletions to make sure your database is tidy and GDPR compliant.
Planning changes to your forms, courses or integrations? If your establishment has a Sandbox, Data Manager gives you a convenient place to find its link, status and supporting documents.
A Sandbox provides a separate environment for trying changes without affecting your live data or settings. Contact Customer Support to discuss arranging one.
How to access Data Manager
Check with your User Admin to see if your university has a subscription to this app:
If you have a subscription to this app, just ask your User Admin to add you as a user.
If you haven't got a subscription to this app, contact Customer Support and we will happily set you up a remote demo and answer any questions you and your team may have.