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Moving from Excel or another ERP

Move from Excel or your old ERP without losing a term.

Whether your data is in Excel, CSV, another ERP or paper registers, we validate and import it with you — nothing goes live until you've checked it.

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Import students

Sri Vidya Matriculation School · 2026–27

students_2026.xlsx· 1,284 rows1,271 valid13 need fixing

Column mapping

  • Student NameFull name
  • DOBDate of birth
  • Std / SecClass & section
  • Father MobileParent phone

Rows needing attention

  • Row 214 · Parent phone9 digits
  • Row 377 · Class“7 B” → 7-B?
  • Row 902 · DOB31/02/2014

The problem today

What gets in the way

  • Years of records spread across spreadsheets
  • Fear of losing data or history in the switch
  • Staff worried about learning another system

Why it happens

Switching usually fails on data, not software: messy spreadsheets go in unchecked, and the errors surface in front of parents.

The KalviOne way

How KalviOne solves it

  • Row-by-row validation

    Every import row is checked; anything with missing or invalid fields is reported with its row number instead of silently imported.

  • Mapped to your structure

    Your column names are matched to KalviOne fields — Std/Sec becomes Class & Section.

  • Parents set up for you

    Students imported with parent details get parent accounts and an activation link automatically.

Workflow

How migration works

  1. 01Existing dataExcel, CSV or ERP export
  2. 02ValidationMissing and invalid fields flagged
  3. 03MappingYour columns, our fields
  4. 04ImportStudents, parents, staff, fees
  5. 05VerificationTotals checked with you
  6. 06Go liveClean data on day one
Who does what

Who does what

  • Your office team reviews the import summary — created rows and skipped rows with reasons
  • Staff get role-specific screens, so most learn one or two tasks, not the whole system

Access & privacy

Imported data lands only in your school's isolated workspace. Your original files are untouched.

Automation

What happens without anyone pressing a button

  • Student imported with parent details

    Parent account created and activation link sent.

  • Invalid row

    Skipped and listed with the reason — never half-imported.

  • Go-live

    Reminders, alerts and receipts start working from the imported records.

Reports & analytics

The numbers, without compiling them

  • Import summary

    Rows created and rows skipped, with reasons.

  • Class strengths

    Checked against your current registers.

  • Fee totals

    Reconciled with your records before go-live.

Modules

The modules they use most

Result

What changes

  • No lost history

    Your records are validated, not retyped.

  • Checked before go-live

    You verify the numbers before parents see anything.

  • Quick adoption

    Each person learns only the screens they use.

FAQ

Common questions

Can you import from our current ERP?
Yes, from its Excel or CSV export. We map its columns to KalviOne during onboarding.
Do we have to switch mid-year?
No. Many schools switch at the start of a term; we plan the import and verification around your calendar.

More solutions

See it with your own school's setup.

A 30-minute walkthrough tailored to your board and your current data — no login or commitment needed.

Request a demo Join Beta