Import Rx
Automated, Salesforce-native data imports built for enrollment.
Import Rx takes the manual work out of loading external data into Salesforce. Test scores, search names, event leads, purchased lists, and other files are processed using your institution’s matching and deduplication rules. Your team spends less time fixing spreadsheets and more time acting on accurate, trusted data.
Key Features
Template-driven imports for enrollment data
Configure reusable templates for common files such as test scores, search lists, inquiry cards, and feeder school lists. Staff can run new imports using saved mappings instead of rebuilding rules every cycle.
Smart matching and deduplication
Apply your institution’s rules for matching and merging records so new data enhances, rather than pollutes, your CRM. Import Rx uses configurable criteria to identify existing contacts, leads, and applications, helping you avoid duplicates and conflicting records.
Error handling and audit trail
Catch issues before they impact users. Import Rx flags rows with missing or invalid values, surfaces them for review, and keeps an audit trail of every file processed. Your team can correct problems quickly and feel confident about what made it into Salesforce.
Turn Every File Into Reliable, Actionable Data
Most enrollment teams still depend on fragile, manual import routines that only a few people understand. Import Rx replaces those one-off processes with a clear, repeatable approach inside Salesforce. Files are mapped once, governed by documented rules, and processed in a way your staff can monitor and trust. Data flows into your CRM faster, with fewer errors, and is ready for outreach, reporting, and decision making as soon as it lands.
Why Enrollment Rx
Purpose Built For Higher Education
Enrollment Rx focuses on higher education and builds directly on Salesforce. Our products and services reflect how enrollment teams actually work, so you get solutions that match recruitment and admissions realities without a long custom build.
Modular Products, Immediate Wins
Import Rx delivers a targeted win where many institutions feel daily pain: getting data into Salesforce correctly. At the same time, it fits into the broader Enrollment Rx suite, so you can add forms, events, application review, and integrations when the timing is right.
Guided Implementation And Adoption
Our team leads you through discovery, configuration, testing, and training so your imports work reliably from day one. Administrators leave with documented templates and the confidence to adapt them as vendors, file formats, or business rules change.
Data You Can Trust Across The Lifecycle
By standardizing how information enters Salesforce, Import Rx improves data quality for recruiting, admissions, communications, and reporting. Leadership dashboards and campaigns all draw from consistent, complete records instead of stitched-together exports.