Welcome to Fuze Follow-up! If you are an InterVarsity chapter looking for an easy and effective way to manage student follow-up with your team, we've made it as easy as possible to get up and running!
Ready to try it out in a 7-day free trial? Register here!
How Your Salesforce CSV Translates to Fuze
All of the contact fields in the Salesforce CSV can be imported into Fuze as custom fields. You will be able to easily search, filter, and sort by any custom field. You can also add additional custom fields in Fuze that aren't part of the Salesforce CSV, which is useful if you have info specific to your chapter that you'd like to track. When you create a new Fuze account, your account will automatically have custom fields set up to match the fields in Salesforce.
By default, we create the following custom fields in this order:
|Field Name||Field Type||Option Values||Live Form Visibility|
|Text||Shown, not required|
|Academic Status||Select||"Incoming First-Year Student",|
"Ongoing Undergrad Student", "Graduate Student or Post-Doc",
"Faculty or Administrator",
|Academic Status (Other)||Text||Shown, not required|
|Spiritual Profile||Checklist||"not a Christian but interested in learning more about God.",|
"a Christian that wants to grow in my faith.",
"a Christian that wants to share my faith with other.",
"a Christian interested in leadership opportunities.",
|Spiritual Profile (Other)||Text||Shown, not required|
|Focused Ministries||Text||Not shown|
|Focused Ministries (Other)||Text||Not shown|
|Contact Card: Contact Card Number||Text||Not shown|
|Contact Card: Created Date||Text||Not shown|
We also automatically create the following tags, which align with InterVarsity's ministries:
- Asian American
- La Fe
- Native American
- International Student Ministry
- Black Scholars and Professionals
- Professional Schools Ministry
When importing the Salesforce CSV, we will automatically map the Focused Ministries to the relevant tags in the same way that InterVarsity does it in Salesforce.
In addition to importing a CSV, you can also manually add contacts and have contacts enter in their info directly through a live form.
Importing the Salesforce CSV
After your Fuze account is configured the way you'd like it (custom fields, tags, etc), importing the Salesforce CSV into Fuze is a breeze with our step-by-step wizard.
No modifications to the CSV are required most of the time. The import preview will warn you if there are any columns that aren't in Fuze or if there are any custom fields in Fuze that aren't in the CSV.
- Assuming that you have the same tags that we auto-generate, when importing the Salesforce CSV, we will automatically map the Focused Ministries to the relevant tags in the same way as how InterVarsity does it in Salesforce. You can omit the "Tags" column from the CSV.
- The column name in the CSV must match the name of the custom field. If you'd like to name your custom field differently in Fuze, make sure you update the column name in the CSV accordingly when importing.
That's it! You're ready to start using Fuze to manage follow-up with your team! Learn more here.