Adding constituents to the platform
Your team can add or sync constituents in several ways, depending on your data systems and preferred workflows.
Integration
If your institution uses connected systems such as a Customer Relationship Management (CRM) platform, a Student Information System (SIS), or ERP system, you can enable automatic syncing. An integration is the most reliable method for maintaining current, accurate constituent data over time.
Direct upload
If you do not have an integration set up, or if you want to upload smaller groups for targeted testing or a specific campaign, you can add constituents manually. Direct uploads accept CSV files, letting you control exactly which fields are included.
Direct uploads are helpful when:
You want to test agent behavior with a small set of people.
You are running a short-term or event-specific list.
Your institution prefers manual data management.