Data Import/Export

Use Import/Export to add, update, or remove many records at once, and to download data. This guide explains only what you click and see.

Import wizard (multi‑step)

1. Open Import.
2. Choose what you are importing (Students, Staff, Courses, Grades, Attendance, Payments).
3. Choose the action:
   • Create new records
   • Update existing records
   • Delete records
4. Download a sample file (optional) to see required columns.
5. Upload your CSV/Excel file.
6. Match your columns to the system fields.
7. Run validation to see issues.
8. Review the summary (creates, updates, deletes).
9. Confirm to start the import.

Fixing issues:

• Download the error file, correct the rows, and re‑upload.
• You can resume from the last step after fixing.

Bulk changes (without files)

1. Open Bulk Actions.
2. Pick what you want to change (e.g., status, class, category).
3. Select the records from the list.
4. Choose the action (create, update, delete, assign, unassign).
5. Review and confirm.

Export data

1. Open Export.
2. Pick the dataset and date range.
3. Choose columns.
4. Apply filters (optional).
5. Export to CSV, Excel, or PDF.

Scheduled exports (if enabled)

1. Open a saved export and choose Schedule.
2. Set how often to send (daily, weekly, monthly).
3. Add recipients and save.

Tips

• Start with a small file to test your mapping.
• Keep one column that uniquely identifies records for updates/deletes.
• Save common mappings to reuse later.