Getting started
Can we import our student data from Excel?
Student records come in via CSV import — export your existing register from Excel, map the columns once, and profiles are created with guardians, contact details and class placement attached. During onboarding our team handles this with you, including cleanup of duplicates and formatting.
Before you start
- Clean the register first: one row per student, and class/section names spelled exactly the way you set them up in Edutris (a "5-A" vs "5A" mismatch is the most common import fix).
- Include a guardian phone number for every student — parent alerts, logins and fee reminders all depend on it.
- Remove duplicate rows before importing rather than after; two rows for the same child become two student records.
- If your students already have admission numbers, keep that column — existing numbering is continued, not restarted.
Steps
- 1
Export your current student list to CSV (one row per student).
- 2
From the principal portal, open Students → Import and upload the file.
- 3
Map your columns to Edutris fields (name, class, section, guardian phone…).
- 4
Review the preview, fix any flagged rows, and confirm the import.
Good to know
- The import is CSV — every version of Excel exports it via Save As. Column mapping is done once, on screen, before anything is created.
- The preview flags problem rows before the import runs, so a bad phone number or missing class name is fixed up front, not discovered later.
- Admission numbers are assigned through an atomic sequence — two people admitting students at the same time can never produce a duplicate number.
- Everything comes back out the same way: the student list exports to CSV whenever you need it, so the school register is never trapped in the system.
Common questions
Which columns does the import need?
At minimum the student’s name, class and section, plus guardian name and phone. Additional columns — like an existing admission number or address — map to their fields during the one-time column-mapping step.
What happens to rows with errors?
They are flagged in the preview before the import runs. You fix them in the file (or accept the flagged rows as-is where appropriate) and confirm — the import does not silently drop or mangle rows.
Can we do a small test import first?
Yes — a file with a handful of rows behaves exactly like a full one, and it is a sensible way to check your column mapping before importing the whole register. During onboarding the implementation team runs this with you.
Related
Can't find it? Ask us directly.
See Edutris running with your school in mind, or reach a real person on email — Mon–Fri, 9–6 IST.