What to prepare
- Learners: admission number, full name, class, stream, gender and date of birth.
- Parents: at least one correct phone number per learner, since all SMS depends on it.
- Staff: names, roles, phone numbers, and pay details for payroll.
- Fee balances: one agreed opening balance per learner, signed off by the bursar.
- Setup: classes, subjects, fee structure, grading and the term dates.
Clean these first
Duplicate admission numbers, phone numbers stored with spaces or missing digits, and classes spelt several ways cause most import problems. Fixing them beforehand is much quicker than fixing them afterwards.
When to switch
The start of a term is best: balances are agreed and there is a natural line in the accounts. Avoid the middle of exams or the last week of term. Train the office first, teachers next, and tell parents last, once balances are right.
How Shulepoa helps
We import your lists from Excel, CSV or Word, set up classes, fees and grading, connect your paybill and terminals, and train your staff, so the school can start the term on the new system.