Data Manager

Import data quickly, cleanly, and compliantly

All teams handle data from various external sources; UCAS fair barcode scans, contact lists, spreadsheets of school data, and partner CSV files or other external 3rd party data sources. When that data isn’t captured directly inside Student CRM, it still needs a reliable, compliant way in.

Data Manager makes importing external data fast, accurate, and secure. It keeps every record connected, so your team can act quickly on new information and maintain a clean, unified student database — ensuring all records meet GDPR compliance.

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Key Benefits

Everything you need to import, validate, and manage student data with confidence

Seamless imports

  • Import prospects, contacts, courses, students and more from CSV files.
  • Auto-route to modules like Rapid Response or Mobile Event Capture.
  • Ready to use instantly, without manual reformatting.
  • GDPR compliant from the moment of import.

Automated follow-up

  • Trigger workflows as soon as records are added.
  • Send timely follow-ups without manual effort.
  • Engage students from the moment they enter the CRM.
Data import visualization

Third-party data sources

  • Import leads from UCAS fairs, conferences, Hotcourses, and more.
  • Keep all records in one system instead of juggling spreadsheets.
  • Ensure timely follow-up for every student.
  • Maintain GDPR obligations per source.

Built-in validation

  • Automatically matches existing students in the CRM.
  • Detects formatting errors before import.
  • Prevents incomplete or corrupt records.
  • Maintains clean, reliable datasets across all modules.

GDPR safeguards

  • Capture and log consent data automatically.
  • Ensure all imports meet GDPR and privacy standards.
  • Keep compliance consistent across every source.

Real-time data management

  • Merge duplicates and maintain record accuracy.
  • Power sharper insights and cleaner reporting.
  • Deliver smoother student experiences.
FAQs

Data Manager FAQs

What types of data can we import?
You can import student, contact and course data directly from CSV files into Student CRM.
Does Data Manager handle UCAS fair or conference leads?
Yes. Data from UCAS fairs, conferences, or external partners can be imported quickly and accurately.
Can we validate data before it’s added to the CRM?
Yes. The module automatically checks for formatting and completeness errors, ensuring clean, usable imports.
Can imported data trigger communications automatically?
Absolutely. New records can trigger workflows and touchpoints within the modules they’re imported into, for instant follow-up.
Is it GDPR compliant?
Yes. All imports include consent checks and logging, keeping your data compliant and auditable.
Who uses Data Manager the most?
Most used by: Admissions, International, IT and Compliance, Marketing, Recruitment and Outreach, Partnerships.
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