Moving school records from spreadsheets should include a review stage before the data becomes active. SkoolPro import tools provide templates, row validation and a preview so staff can address problems before importing students or teachers.
Before you begin
Start with the supplied template, keep column formats consistent and remove duplicate rows. Identify the intended classes and prepare a small sample for review before importing a larger list.
How the workflow works
1. Prepare the template
Use the student or teacher template and complete the required fields with consistent values.
2. Preview & validate
Select the file and review valid rows and any validation problems before applying changes.
3. Import reviewed rows
Import the prepared records, then check the completion summary and resulting school records.
4. Export when needed
Use supported report exports for office work, keeping the files within authorised access.
A practical school example
The office prepares a student spreadsheet and sees that several rows have missing required details in the preview. Staff correct those rows before applying the import, then check the new records in the student list.
What to check before relying on the result
A file accepted for preview may still contain inaccurate information. Review parent phone details and class mappings carefully. Exported files should be shared only with authorised school staff.
Try the workflow with your school team
Use the animated example on this page to walk through bulk import & data exports with the staff or family members who will use it. The illustration uses sample data; it does not log into a school or change any records. When reviewing the real workflow, check the intended school, person and date before saving or sharing information.
Feature access follows your school plan and assigned role. Contact our support team about your plan, browse the school feature catalog, or book a guided demo to review the workflow with the SkoolPro team.