Enrollio’s "Import Contacts and Opportunities" feature lets you easily bring in both student contacts and class inquiries through a CSV file. This tool helps you map fields, create or update records, and monitor the import process, ensuring accurate data entry and saving your valuable time when handling bulk actions for your dance studio.
Before you begin the import process, please review the following files:• Import Contacts• Import Opportunities
Below are the steps to complete the import process:
Access Import Option• Navigate to the Opportunities section in your Enrollio dashboard and click on the three dots (options menu).• Select the Import option to start the process.
Select Objects to Import• On the import screen, choose both Contacts and Opportunities as the objects you want to import.• Click on "Next" to continue.
Upload CSV File• Upload a CSV file that contains details for both student contacts and class inquiries.• Decide for each object whether you want to create new records, update existing ones, or perform a combination of both during the import.• Note: If an Opportunity ID is provided in the CSV, the related class inquiry will be updated; if not, a new inquiry will be created.• Click on "Next".• The student de-duplication settings will be automatically applied from your global settings and cannot be changed during the import process.
Map Fields• Map the CSV fields to the correct fields within each object.• Ensure you are selecting the right object (Contacts for student information or Opportunities for class inquiries) when mapping each field to avoid errors.• This feature also supports adding multiple email addresses and phone numbers for students. These additional details will be imported automatically.• If both Contacts and Opportunities appear on the same line in your CSV, they will be automatically paired with each other.
Verify and Import• Carefully review your field mappings before confirming the import.• Once verified, confirm and proceed with the import process.• Optionally, you can create a smart list, add contacts to a workflow, or assign a new tag to the imported student contacts.
Monitor Import Status• Check the progress and status of your import through the Bulk Actions pages for Contacts and Opportunities.• Both student and class inquiry imports will be listed together under Bulk Actions.• Click on the "Show Stats" button to view detailed statistics about the import; you can also download an error log to review any issues and learn how to resolve them by viewing the details in the "Error" tab.
This streamlined process is designed to help your dance studio maintain an organized database of students and class inquiries, making it easier to manage enrollment and class scheduling as you continue to grow your studio with Enrollio.
