Official Excel import template
Use the School Master template when a school can prepare its data in the recommended structure. It is the simplest path because headers already match the import engine.
Checklists and planning notes schools can use before entering data.
A successful ERP rollout depends more on clean decisions than on fast data entry. This resource center collects practical questions a school can answer before importing students, assigning teachers, opening Parent Portal or enabling online providers.
Pre-onboarding checklist
School identity
Confirm official school name, address, contact details, academic year and financial year.
Confirm official school name, address, contact details, academic year and financial year.
Student identifier
Choose the authoritative GR/admission identifier and decide how duplicates will be handled.
Choose the authoritative GR/admission identifier and decide how duplicates will be handled.
Class structure
Standardize class and division names before import so “1-A”, “Std 1 A” and similar variants do not fragment reports.
Standardize class and division names before import so “1-A”, “Std 1 A” and similar variants do not fragment reports.
Staff authority
List which roles may view students, collect fees, edit attendance, enter marks or reopen results.
List which roles may view students, collect fees, edit attendance, enter marks or reopen results.
Fee structure
Document fee heads, expected amounts, discounts, late-fee rules and receipt responsibility.
Document fee heads, expected amounts, discounts, late-fee rules and receipt responsibility.
Parent identity
Decide which verified parent email will be linked to each child and who approves changes.
Decide which verified parent email will be linked to each child and who approves changes.
Data migration resources
Flexible column mapping
Use mapping when the school already has a workbook with local header names. Map those columns first, then continue through the same validation and transaction-safe import flow.
Sample-first migration
Before importing thousands of rows, import a small verified sample. Check names, class/division, identifiers and fee context inside the actual UI. A five-minute sample review can prevent a large cleanup later.
Backup checkpoint
Take a verified backup before a major migration or restore operation. Large changes should have a clear rollback point rather than depending on manual repair.
Operations planning matrix
| Area | Question to answer | Why it matters |
|---|---|---|
| Admissions | When is an enquiry considered admitted? | Prevents partial admissions from appearing as active students too early. |
| Fees | Who may discount or edit a receipt? | Protects financial accountability. |
| Attendance | Who can correct yesterday's attendance? | Separates routine marking from exceptional correction. |
| Results | Who can finalize or reopen? | Keeps published academic results controlled. |
| Parents | How is a parent email verified and relinked? | Reduces the risk of showing a child to the wrong account. |
| Offline | Which PC is trusted for local operation? | Hybrid enrollment should be limited to managed school devices. |