📥 Finance & Admin

Migrate without the midnight spreadsheet panic

Custom Import maps your Excel/CSV columns into ScholarERP entities, validates rows, and lets you dry-run before anything touches production.

CSV Excel Migration
Map any column layout
Dry-run before commit
Errors row-level feedback
The problem

Why “just upload the Excel” fails

Every school’s sheet is different — and one bad column silently corrupts an entire grade.

Column chaos

Boards and trusts each use different headers.

Partial loads

Half the file imports; nobody knows which rows failed.

No rehearsal

Teams discover errors only after parents see wrong fees.

Re-entry

Staff retype what the import broke.

Capabilities

What this module actually does

Operational depth your team will use every cycle — not a shallow feature list.

Template library

Student, guardian, fees, staff, and attendance starters.

Column mapper

Drag source columns to ScholarERP fields.

Validation engine

Type, required, and referential checks.

Dry-run mode

Preview creates/updates without writing.

Error export

Download failed rows with reasons.

Incremental loads

Update existing IDs safely.

Role gates

Only authorized importers can commit.

Job history

See who imported what and when.

Operating loop

How it works end to end

A clear path your staff and parents can follow without training manuals.

  1. 01

    Choose

    Pick an import template.

  2. 02

    Map

    Align columns and defaults.

  3. 03

    Validate

    Dry-run and fix errors.

  4. 04

    Commit

    Write to live modules with a log.

Who uses it

Role-aware access for every stakeholder

The right people see the right slice of the pipeline.

Full import

Migration lead

Runs onboarding loads.

SIS imports

Registrar

Loads student/guardian sheets.

Fee masters

Fee office

Imports structures and balances.

Templates

IT Admin

Maintains maps and permissions.

Outcomes

What changes after go-live

Measurable ops wins institutions report once this module runs inside ScholarERP.

Faster go-lives
Fewer re-keying hours
Safer commits via dry-run

“Dry-run caught 140 bad mobile numbers before SMS ever fired.”

Onboarding Lead · DIDC implementation
FAQ

Questions teams ask before buying

Straight answers for setup, integrations, and day-two operations.

Which formats are supported?

CSV and Excel workbooks are the primary paths; encoding guidance is provided for Indian sheets.

Can we import only updates?

Yes. Match on GR/roll/admission IDs and update changed fields.

What if a row fails?

Failed rows export with reasons; successful rows can still commit depending on job settings.

Is Custom Import included in migration services?

Yes — onboarding teams typically use these templates during free data migration.

Dry-run a sample student import

Map columns, see validation errors, and review the commit log.