Migrating from spreadsheets to EduNex
The step-by-step process we use to bring a school from a running Excel file to a live EduNex account without losing a single student.
1. Export your current data
Open your spreadsheet and export it to CSV. Make sure the first row has column headers — the import wizard reads them. Delete any empty columns before exporting.
2. Map columns in the import wizard
EduNex asks you to match each column from your CSV to a field on the student record. Required fields are first name, last name, and admission number. Everything else is optional.
3. Preview before you commit
The wizard shows you a preview of the first ten rows with your mappings applied. If something looks wrong, go back and change the mapping. Nothing is written until you confirm.
4. Handle duplicates
If your spreadsheet has duplicate admission numbers, EduNex flags them before import. You can fix the duplicates in the wizard, or skip the duplicate rows and handle them after.
5. Verify and clean up
After import, review the full student list. Sort by class, spot-check a few records, and edit anything that looks off. You can re-import additional records at any time.