School ERP Migration Checklist: From Registers and Excel
Moving from registers and spreadsheets to a school ERP is not a single import. It is a controlled decision about which records are authoritative, how inconsistent data will be cleaned, what history must remain accessible, and how the school will verify the result before daily work depends on it. A careful migration is usually faster than repeatedly repairing rushed data after launch. Use a six-stage process Inventory: find the relevant registers, files, applications, owners, formats, and date ranges. Clean: remove duplicates, resolve inconsistent names, and flag incomplete records. Map: define how each source field becomes a destination field or controlled value. Test: import a representative sample into a safe environment. Validate: reconcile totals, samples, relationships, permissions, and reports. Launch: freeze or control legacy changes, import the approved set, and monitor exceptions. Create a data inventory List student profiles, guardians, admissions, classes, attendance, fees, assessments, staff, transport, library, inventory, and any other in-scope data. Record the owner, current source, coverage period, sensitivity, quality, and migration priority. ...