Data import & migration

Audience: IT admin, data migration lead, school admin
Duration: ~1.5 hours
Prerequisites: Getting started · IT admin

Learning objectives

Choose CRM vs ERP import for each dataset
Run CSV imports safely with validation
Reconcile imported records with live usage
Plan cutover from a legacy system

1. Where to import

Data	Product	Route
Leads (historical pipeline)	CRM	`/school-panel/leads/import`
Bulk leads / contacts	CRM	`/school-panel/data-import`
Students, staff, masters	ERP	`/erp/data-import`

Rule: Enrolled students belong in ERP; pre-enquiry contacts belong in CRM. After go-live, prefer Convert to student over duplicate ERP imports (Counselor).

2. CRM data import hub

Route: /school-panel/data-import

Typical flows:

Download the CSV template for your entity type.
Map columns to Skolzo fields (email, phone, child name, grade interest).
Upload → review validation errors before commit.
Assign default source and counselor for imported leads.

Use /school-panel/leads/import for quick lead-only batches from events.

3. ERP data import

Route: /erp/data-import

Common templates:

Students & guardians (link to Student portal after import)
Staff roster (HR guide)
Fee plans (coordinate with Finance)

Always import on the correct campus using the campus selector.

4. Migration playbook (legacy → Skolzo)

Phase	Actions
Discover	Export from old SIS/CRM; dedupe phones/emails
Staging	Import to demo/training tenant first
Validate	Spot-check 20 students, fees, attendance
Cutover	Freeze old system; final delta import
Hypercare	Week 1: daily reconcile leads + fees

See internal ops note: docs/operations/CRM_ERP_MIGRATION_PLAYBOOK.md (staff only — not on public docs).

5. Quality checks

Duplicate leads — merge in leads inbox before automations fire.
Guardian emails — must match parent portal invites.
Fee balances — reconcile with Payments.

Practice exercise

Import 10 demo leads via CSV and assign a source tag.
Import one student with two guardians in ERP sandbox.
Link one guardian to parent mobile (Student portal guide).

Troubleshooting

Import rejected — Fix row errors; check date formats and required columns.

Users cannot see imported leads — Campus scope and counselor assignment rules (IT admin).