Import and export

Move school data with control.

SchoolSync data tools are planned to help schools bring existing spreadsheets in, correct problems before committing, and produce permissioned exports with a clear history.

Import dry run

Validate before changing records.

A useful import separates valid rows, warnings, duplicates, and errors before anything is written.

Versioned templatesRow-level errorsDuplicate rulesExport audit

Planned capabilities

Migration should be reviewable and recoverable.

01

Versioned templates

Defined columns and examples for students, guardians, staff, classes, opening fee balances, and approved setup records.

02

File validation

Type, size, malware, headers, values, dates, references, tenant scope, and spreadsheet formula risks.

03

Dry-run report

Valid rows, warnings, duplicates, errors, actions, and a downloadable correction report before commit.

04

Controlled commit

Idempotent processing, import ID, actor, time, counts, policies for partial success, and correction path.

05

Permissioned exports

Profiles, attendance, fees, payments, dues, expenses, salary, finance, and audit data limited by role and scope.

06

Large jobs and expiry

Background generation, visible progress, protected download, expiry, failure recovery, and export history.

Import workflow

Preview the result before committing it.

01

Download

Use the current template for the exact data type and academic context.

02

Upload

Check the file and every row without mutating school data.

03

Resolve

Correct errors, review duplicates, and choose the approved partial-import policy.

04

Commit

Apply valid records under one import ID with a complete outcome report.

First migration

Data questions to answer early.

Identifiers

Admission numbers, employee codes, class names, receipt series, and duplicate definitions.

History

How much past attendance, payment, expense, salary, and academic history should be migrated.

Quality

Missing guardian links, inconsistent dates, merged cells, duplicate phones, and free-text categories.

Ownership

Who verifies, approves, corrects, and signs off each imported or exported dataset.

Bring one real spreadsheet to the discussion.

Its columns and inconsistencies will tell us more than a generic import checklist.

Discuss data migration