Data Manager

Used by events teams to import enquirers data files into Student CRM to trigger automated followup emails

A +1

26 articles in this collection
Written by Steph Stevens, Dom Yeadon, Andrew Belbin and 1 other

All about Data Manager

Written by Steph Stevens
Updated over a week ago

Data Manager Permissions

See who can do what in the Data Manager app

Written by Laura Montgomery-Hurrell
Updated over a week ago

Data Importer and the Data Import Process

What is Data Importer?

Learn how to bring outside data into the system

Written by Steph Stevens
Updated over a week ago

Preparing your data for importing into Student CRM

Import new records or update existing records with the Data Importer tool

Written by Dom Yeadon
Updated over a week ago

Starting your Data Import project

The beginning steps of importing data with DMN

Written by Laura Montgomery-Hurrell
Updated over a week ago

Uploading and Processing your data

Perform a final check on your data before completing the upload

Written by Laura Montgomery-Hurrell
Updated over a week ago

Finishing your Data Import

Check your import went well and no records failed

Written by Laura Montgomery-Hurrell
Updated over a week ago

Error: "Your header record does not match the expected format" in Data Manager

Using Data Importer you may sometimes get this error - how to fix it

Written by Dom Yeadon
Updated over a week ago

What should I do if I've received a UTF-8 Error?

Ensure your file is saved with the correct encoding

Written by Steph Stevens
Updated over a week ago

How to ensure your data is UTF-8 for importing into Data Manager (DMN)

Avoid errors by formatting before starting an import

Written by Dom Yeadon
Updated over a week ago

Adding a Course when importing records

You can use Data Importer to import a Course into a RAP or MEC record

Written by Steph Stevens
Updated over a week ago

Include a Subject when importing records

Bring in new subjects or update old ones with Data Importer

Written by Steph Stevens
Updated over a week ago

Updating records in Student Database (advanced)

Use Data Importer to amend existing students

Written by Steph Stevens
Updated over a week ago

Importing Data to Contact Manager - Organisations

Want to do a bulk import of Organisations to CTM?..........Read on!

Written by Andrew Belbin
Updated over a week ago

Importing Data to Contact Manager - Contacts

Want to do a bulk upload of Contacts to CTM?..........Read on!

Written by Andrew Belbin
Updated over a week ago

Importing Data to Contact Manager - Organisations & Contacts at the same time

Want to do a bulk import of Organisations and Contacts to CTM?.......... Read on!

Written by Andrew Belbin
Updated over a week ago

Field Finder

How do I use Field Finder?

Explore the fields that store your data

Written by Laura Montgomery-Hurrell
Updated over a week ago

Managing the fields you see in Student CRM

How to choose which fields you display in each app (there are lots)

Written by Dom Yeadon
Updated over a week ago

Data Connections

Data Connections to third-party chat tools

Connect with third-party chat tools so your leads automatically go into Student CRM

Written by Dom Yeadon
Updated over a week ago

Adding a new The Access Platform (TAP) Data Connection

Connect to TAP so your leads go into Student CRM automatically

Written by Dom Yeadon
Updated over a week ago

Your Unibuddy API Key

Connecting Student CRM to Unibuddy and need your API Key?

Written by Dom Yeadon
Updated over a week ago

Adding a new Unibuddy Data Connection

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

Written by Dom Yeadon
Updated over a week ago

Which fields can I import with Unibuddy?

A list of fields used to create a student in the CRM with data from Unibuddy

Written by Dom Yeadon
Updated over a week ago

Where can I see my Unibuddy Students?

How to see which students arrived via the Unibuddy integration

Written by Laura Montgomery-Hurrell
Updated over a week ago

Other Questions

The Speed Test tool in Data Manager

Want to see how fast your internet connection is?

Written by Dom Yeadon
Updated over a week ago

Data Deletions tool (DEL) in Data Manager

How to DIY bulk delete data in the ‘Data Deletions’ tool in the Data Manager app

Written by Dom Yeadon
Updated over a week ago