Use this checklist to make sure everything is in place before you start your CRM integration setup. Each item links to a detailed guide if you need more context. Completing these steps upfront will help avoid delays and keep your launch on track.
Create your CollegeVine account
The CRM admin or data lead on your team needs a CollegeVine account before setup can begin.
Confirm your integration method and required credentials
Decide how your CRM will connect to CollegeVine (SFTP or API), and confirm whether a middleware tool is needed for your setup. If using SFTP, gather your SSH key and IP addresses.
Create new fields in your CRM
You'll need to add a set of new fields to your CRM records before the sync can write data back to you — including AI engagement stats, opt-out fields, and consent.
Confirm your required fields are present and correctly formatted
Five fields are required for every record. Check they exist and match the accepted formats.
Decide which additional data points to include in your import
Choose the fields you'll send to CollegeVine — focusing on what's useful and accurate, not everything you have.
Identify which students your agent should engage with
Define your student population and make sure your query logic is set up correctly — this is one of the most important steps to get right before launch.