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Administration

Bulk Data Import & Onboarding Tools

Move from registers or another system by Excel: students, fee plans, old dues and past payments.

What Bulk Data Import does

During onboarding the EDUBase team loads your student data from an Excel template. After go-live you can upload students, fee plans, first-time arrears and challan payments yourself, and the import runs in the background with a notification when it finishes.

Features

Everything inside Bulk Data Import

Upload Students

Add or update students in bulk from Excel.

Upload Fee Plans

Assign fee plans to students in bulk.

Upload First Time Arrears

Bring old dues from your previous system onto the first challan.

Upload Challan Payments

Load past payments so history is complete.

Background processing

Large files are queued; you are told in-app when they finish.

Import demo settings

Start a new school from a ready-made settings template.

Screens

Portal screens in this module

  • Upload Students
  • Upload Feeplans
  • Upload First Time Arrears
  • Upload Challan Payments
  • Add Bulk Students
  • Import Demo Account Settings
FAQ

Common questions about Bulk Data Import

How long does data migration take?
Once your Excel is filled, the upload itself is quick; the school then verifies the data before training.

See Bulk Data Import on your own data.

Book a free online demo and we will walk through this module using your classes, fee plans and reports.