Zoho CRM setup (from student tracker)

Zoho CRM setup based on - student tracker sheet :

⁠

Student Info

Full Name

Phone

Address

State

📥 Application Status

Status (Prospect, Active, WD, Grad, etc.)

Application Date

Course Name (related to course module)

💳 Financials

Promo Code / Discount

Payment Status

Coupon Used

Payment Completion Date

📁 Compliance & Documents

Waivers Signed (Yes/No)

Pre-req Verified (File Upload / Yes/No)

Prerequisite Completion

Attendance

LMS Access Status

🧾 Admin Notes & History

Internal Notes

Re-enrolled? (Tag or Boolean)

Referral Source

SOP/Assignments tracking (checkboxes)

⁠

Step 2: Clean & Standardize Data

Normalize column names across all sheets

Create a Master Import Sheet with consolidated data

Tag entries with Course_Name, Cohort_Season, and Year

----

Step 3: Import into Zoho CRM

Use Zoho’s CSV Import Tool to migrate data

For overlapping contacts (same email/phone), use "update existing records" setting

Tag all entries with Imported_From_Historic_Sheet = True for traceability

Step 4: De-duplicate Students

Use Zoho’s built-in deduplication tool (match by email/phone)

Merge records while preserving course history & notes

Step 5: Ongoing Workflow Setup

New entries from Shopify or forms directly land in CRM

Auto-tag with course name + term

Use filters to view:

Active Students

Pending Payments

Re-engaged Users

Sabbatical / Withdrawn students

Want to print your doc?
This is not the way.

Try clicking the ··· in the right corner or using a keyboard shortcut (

CtrlP

) instead.