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What is Import Rx?

When using Salesforce in higher education, 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, just to name a few.

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?

And 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?

With Import Rx, Salesforce organizations can eliminate laborious data-migration headaches.

Import Rx is a powerful tool that can be easily administered by any trained Salesforce user. The software includes configurable features that empower operational teams to take control over their ever-changing data import requirements. Import Rx allows administrators to Save and Reuse Mappings, Transformations, and deduplication rules for your common sources of data.

The product is compatible with Sales Cloud, Service Cloud, Education Cloud, Non Profit Cloud, Government Cloud, and any custom object model where Contacts or Person Accounts are leveraged.

With Import Rx, Salesforce administrators can:

Create and/or update Contacts or Person Accounts, and all related records, with one seamless import process. Transform the format of any field of data 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 records of Contacts or Person Accounts, and all related records, with configurable rules for each individual object. Import Rx also allows administrators to create & manage Import Schedules on an hourly, daily, weekly, or monthly basis.

Import Rx is an excellent supplement for the Salesforce Data Loader and similar data loader tools.

Please visit our website to learn more at EnrollmentRx.com