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Import Your Data into Admissions Connect
Admissions Connect gives you a complete view into your institution’s recruiting and admissions experience—from information about prospects and applicants, like their education history, to information about your institution, like degree programs and terms.
Institution Data
First, make sure that your institution's data, such as Account records for Academic Programs and Terms, is in EDA before implementing Admissions Connect.
Suspect and Prospect Data
Most institutions import suspect and prospect data from third-party providers such as College Board or other agencies.
Applicant Data
Next comes applicant data, including Contact, Application, Education History, Test, and Test Score records.
Admissions Connect needs Application records in place before you can assign Action Plans. To create Application records, institutions typically import the data and documents using a third-party tool. Alternatively, you can set up an applicant portal and build a custom component that allows applicants to create a Contact record, related records like Education History, and the Application record itself. For more information, see Plan Your Applicant Experience.
Data integrity is essential when it comes to applications. Information such as the date and time stamps on an Application record are critical for admissions deadlines. If you import your application data into Salesforce, make sure that your records are accurate. We recommend spot checking records if you’re importing many applications.
Action Plan Assignments
After the applicant's Contact and Application record are created, consider automating the assignment of Action Plans, which are the actual application requirements, such as Transcripts and Recommendations. For more information, see Configure Application Requirement Assignment.
Application Documents
With the applicant’s assigned Action Plans in place, you can attach documents to the Document Checklist Items. Consider setting up Admissions Connect to automatically attach PDF documents to Document Checklist Items as part of your import strategy.
