Bulk Import Students Setup

After setting up the required Classes, Sections, Routes, Fee Categories, and other necessary details, the next step is to add students to the Edoofy School ERP system.

Edoofy provides a Bulk Import Students feature that allows you to add multiple students at once using an Excel spreadsheet instead of entering each student individually.

1. Open the Students Section #

To begin importing students:

1. Navigate to the Students section from the left-hand navigation menu.
2. You will be redirected to the Students page.
3. Here, you can view the list of students already added to the system

2. Open Bulk Import Students #

On the Students page, you will find the Import Students button at the top of the student list.

1. Click on Import Students.
2. A Bulk Import Students window will appear.
3. This window allows you to upload student information using an Excel file.

3. Download the Sample Template #

Before preparing your student data, make sure that your Excel file follows the format required by Edoofy.

1. In the Bulk Import Students window, click on Download Sample.
2. The sample Excel file will be downloaded to your computer.
3. Open the downloaded file.
4. Enter the required student information in the appropriate columns.
5. Once all the information has been entered, save the file in .xlsx format.

Note: It is recommended to use the sample template provided by Edoofy to ensure that the student information is entered in the correct format.

4. Upload Student Data #

Once your Excel file is ready:

1. Click on Choose File.
2. Select the prepared .xlsx file from your computer.
3. The selected file name will appear next to the Choose File button.
4. Verify that you have selected the correct file.
5. Click on Upload Data.

Edoofy will now process the uploaded student information.

5. Resolve Missing Dependencies #

While processing the uploaded file, Edoofy checks whether all the information referenced in the spreadsheet is already available in the system.

For example, your spreadsheet may contain Classes, Sections, or Routes that have not yet been created.

If any required information is missing, a Missing Dependencies window will appear.

The window will display the missing items under their respective tabs, such as:

• Classes
• Sections
• Routes

To Create Missing Dependencies:

1. Open the Missing Dependencies window.
2. Review the items displayed under each tab.
3. Click All to select all the available items, or select individual items using the checkboxes.
4. Click on Create Selected.
5. Edoofy will create the selected classes, sections, routes, or other required items.
6. Once the items have been successfully created, a confirmation message will be displayed.
7. Click on Retry Import to continue with the student import process.

6. Complete the Student Import #

After resolving all the missing dependencies:

1. Click Retry Import.
2. Edoofy will process the spreadsheet again.
3. The system will validate the student information provided in the Excel file.
4. If the data is valid and the import is successful, a green success message will be displayed confirming that the students have been imported successfully.
5. The newly imported students will now appear in the Students list.

7. Verify Imported Students #

After completing the import:

1. Navigate to the Students page.
2. Check the student list.
3. Verify that the newly imported student records are displayed correctly.
4. Review the student information to ensure that the imported data is accurate.

Bulk Import Completed #

Once the students are successfully imported and verified, your student records are ready to be managed through the Students module.

Bulk Import Flow

Students → Import Students → Download Sample → Prepare Excel File → Choose File → Upload Data → Resolve Missing Dependencies → Retry Import → Import Successful → Verify Students