When it comes to integrating CRM with other systems, there are many choices and decisions that need to be made. It is important to identify the systems and data sources that need to be included in the integration project, such as:

  • Student Information System (SIS)
  • 3rd Party Applications (e.g. Common App, CASS, etc.)
  • Search Lists/Test Scores/Flat File Imports
  • etc.

It is also important to determine the type of data that should flow between systems, especially from the CRM to SIS and vice versa:

Typically includes:

  • Common Matching Rules
  • General Person Data
  • Application Data
  • Test Scores Data
  • Attributes and Interests Data
  • Previous High School/College Data

Optionally includes:

  • Family Data
  • Emergency Contact Data
  • Supplemental Data
  • Check List Sync (CRM to SIS only)
  • Real Time

Typically includes:

  • SIS ID
  • Application Number

Optionally includes:

  • ISIR Flags
  • Financial Aid Checklist
  • Financial Aid Details
  • Registration Status
  • SIS User Name and PIN
  • University Email

Please feel free to comment on how your school is integrating your enterprise systems.