When using Salesforce for admissions, colleges and universities need to regularly create or update large volumes of data in their CRM systems.

For example, admissions departments often import data from various sources, such as Encoura, College Board Search, Niche, ACT, SAT, GMAT, CommonApp, and TOEFL.

Some thoughts to consider when importing this type of data into Salesforce:

  • How many hours does your team spend inserting or updating contacts or person account records and all related records?
  • How many hours does your team spend transforming data before importing it into Salesforce?
  • How many hours does your team spend deduplicating and resolving imported records?

Is your team forced to repeat the same frustrating process every time you import data into Salesforce for admissions?

Import Rx is a data migration tool for Salesforce available on the AppExchange. It helps Salesforce organizations eliminate laborious data migration headaches.

Import Rx is a powerful package that any trained Salesforce user can easily administer. The software includes configurable features that empower operational teams to take control of their ever-changing data import requirements. Import Rx allows administrators to save and reuse mappings, transformations, and deduplication rules for your common data sources.

The product is compatible with Sales Cloud, Service Cloud, Education Cloud, Non-Profit Cloud, Government Cloud, and any custom object model that leverages contacts or person accounts.

With Import Rx, Salesforce administrators can:

  • Create and update contacts or person accounts and all related records with one seamless import process.
  • Transform the format of any data field upon record creation of contacts or person accounts and all related records, with control over the rules for each data source on the field level.
  • Catch and resolve duplicate contacts or person accounts records and all related records, with configurable rules for each object.
  • Import Rx also allows administrators to create and manage import schedules hourly, daily, weekly, or monthly.

Import Rx is an excellent supplement for the Salesforce Data Loader and similar data loader tools. It is well-designed for any college or university using Salesforce for admissions.

Schedule a demonstration today to learn more about this robust data migration tool and our other CRM solutions built on Salesforce for admissions.