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Adding a new Unibuddy Data Connection
Adding a new Unibuddy Data Connection

Connect to Unibuddy inside Data Manager so your leads go into Student CRM automatically

Dom Yeadon avatar
Written by Dom Yeadon
Updated over a week ago

Add a new data connection

After you have clicked the 'Add a new data connection' icon:

...  you will be taken to the About stage.

Next, complete all 9 fields

  1. Title - this might describe how you are using your Unibuddy tool on your website "Ask a Student".

  2. Type - select "Unibuddy" from the list.

  3. Credentials - paste in your university's Unibuddy API Key (it's secret so we have not shown it in this screenshot) - read more.

  4. Destination - pick any Rapid Response occurrence - this is where the data enters Student CRM on its way to your Student Database.

  5. Workflow - choose a workflow - this will or won't send out communications as per the workflow you have selected.

  6. Consent - choose the Consent Pack from the Privacy centre app that you will be auto-applying to all Unibuddy enquirers.

  7. Topics - these are the topics they are being subscribed to. Note that if a topic is greyed out and you can't click it, that is because it is a mandatory topic. If it is selectable you can choose to opt them in or not, your choice.

  8. Frequency - the connection can run every hour (on the hour) or daily (at 06:00) - just pick one.

  9. Status - you can save it as 'inactive' and click 'Save' if you like. (In 'inactive' status you can make changes). Once you are happy that your settings look OK, set it to 'active' and click 'Save'. TIP: if you set an active connection to 'inactive', it always catches up from where it left off whenever you set it back to 'active' again - so no Unibuddy leads ever get missed.

Now look at the listing and you will see when your connection last ran and when it is next due to run:

OK, that's it. Well done, you have a new Unibuddy data connection. 

How data is saved in Student CRM

Please see this article for how data is mapped between the Unibuddy fields and the Student CRM fields.


You can see live charts in the 'Performance' stage:

Download full log

Click the button (see above) to download a CSV text log showing every time the connection ever ran:

Note: the first entry in your Log will be all the previous records already in your Unibuddy platform (cell C2 above). Thereafter it includes new signups only (cell C8 above).


Q. I switched my connection on after a long time of it being inactive and it doesn't work.

A. Please check that your API key is still valid, and if not get a new one. If a new API key doesn't work, or you see a message similar to the below when hovering over the red triangle, please contact CS to reset your connection.

Learn more about:

See the Unibuddy widget installed on our website (demo only).

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