Adding Attendance Records to Zoho CRM
- Administrator
- Sep 6, 2023
- 2 min read
Updated: Apr 3
Last updated on April 2, 2025, by Jude M. Class attendance is a powerful predictor of student's willingness to give us a review, and also re-enrollment outcomes. Based on previous seasons, classes with irregular attendance tell us whether students will drop out of the program before graduation.
The attendance records also reflect the quality of the student's experience with our instructors, curriculum, location and other considerations. They surely wouldn't miss a class if it's the best part of their week.
Instructors take attendance using our Web App. The records, however, aren't integrated to our CRM. It's important to update a student's attendance to their CRM profile as it gives us better picture of our academy's relationship with that individual student. Also, this allows us to easily generate reports.
Below is the student support specialist's step-by-step guide in adding attendance records to our CRM.
Access the Attendance Web App
Navigate to the Zoho Creator link for our Attendance Web App.
Ensure you are logged into Zoho with the email: danny@moversandshakersdance.com.
Export Attendance Data
Select Attendance Summary.
Choose the class dates you wish to add to the CRM.
Click the Export button and select XLSX.
In the pop-up window, verify that all columns/fields are selected, then click Export. The Excel file will save to your local computer.
Import Data into Zoho CRM
Open Zoho CRM and navigate to the Attendance Log module.
Click the arrow next to the Create Attendance Log button located at the upper right corner.
Select Import Attendance and upload the XLSX file.
Once uploaded, click Next. If prompted about adding or updating existing records, choose adding records if there are existing records in the CRM and you're only adding dates which have never been added to CRM before.
Map Fields to CRM
Map the columns to the corresponding CRM fields by clicking Apply auto-mapping. Most fields will map automatically except for ProgramID.
Manually map ProgramID to Linked to Program > Program ID.
Next, click on Assign Default Value (located next to the Field Mapping tab), select Pipeline from the dropdown, and then choose Standard. Lastly, choose Stage from the dropdown, and then select Default.
Finalize Import Settings
On the following page, check Assign owner based on assignment rules and select Attendance Assigned to Support.
Click Finish.
Post-Import Task
Once the file has been successfully imported, update the Week Number column for the newly added records.
Review Attendance Reports
You're done! Go to the Reports module and open the Attendance Reports folder to monitor and review attendance data.
Importing Attendance Log Records
Attendance Log Report Screenshot
This video shows a demonstration on how to upload attendance records if no previous attendance log record has been added to CRM yet. Re-check steps in this article to see how to log new records to CRM when previous attendance records have been uploaded.
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