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School Setup/Data migration playbook

Data migration playbook

Migrate students, staff, and historical results.

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10 min
Updated 2026-07-01
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Data migration

Migration follows the Extract → Clean → Load → Verify pattern.

Extract

Export CSV/XLSX from your existing system, or scan paper registers.

Clean

Use our Smart Import to auto-map columns and normalize data.

Load

Import in this order:

  1. Classes
  2. Teachers
  3. Students
  4. Parents (linked to students)
  5. Historical fees
  6. Historical marks

Verify

Every batch produces a validation report. Do not proceed until warnings are zero.

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