Implementing TargetX CRM export (Internal Only)

The TargetX CRM export is our standard way of providing CRM data to outside systems, such as a Student Information System. As part of our standard data services, we provide CRM data in separate CSV files. These files are separated per CRM object. For example, if a client wants to export Contact, Application, and Enrollment History data from the CRM, we would use our CRM Export to provide three (3) separate CSV files. As you will see below, the data that is exported out of the CRM revolves around the Contact object.

The following CRM objects are included in our standard CRM Export:

1. Contact
2. Application
3. Enrollment History
4. Test
5. Essay
6. Financial Aid
7. Recommendation
8. Relationship

Read through the information below to get a full understanding of not only how the process was built but also how it works.

Understanding the CRM Export
Using the CRM Export
CRM Export FAQ