Features

Import students: bring in the spreadsheet you already have

Already have your students in a spreadsheet? Upload it, and EduCRM adds them all at once.

What it is

In short

A way to move all your students into EduCRM in one go, instead of typing them one by one. You upload your spreadsheet, EduCRM works out which column is which (name, phone, school and so on), you check it, and every student is added with their own number. If you have years of past students, we help you bring those in too.

How it works

Step 01
Upload your file
It is read inside your browser.

Step 02
EduCRM matches the columns
It suggests which column goes where, and says how sure it is: high, medium or low. Only the column titles and a few example rows are used for this.

Step 03
You check
Change any match, or tell it to skip a column. Nothing is saved yet.

Step 04
EduCRM checks every row
Missing required details, wrong email addresses and duplicates are shown before the import, not after.

Step 05
Import
All the students are added, each with their own number.

Why "how sure" matters

A tool that guesses quietly is worse than one that asks. A column called Email is obvious; Contact 2 could be a second parent, a guardian or the student's mobile. The low-confidence matches tell you where to look.

Your file stays with you

The full file never leaves your browser. Only the column titles and a few example rows are used for the matching. The rest is read on your computer and saved straight into your account.

Tidy the file first

EduCRM handles the matching. It cannot fix messy data. Half an hour in the spreadsheet first saves much more afterwards:

Worth doing first

One row per student. Merge students entered twice under different spellings.
Split cells that hold several things. A cell with a student's name, a parent's name and a phone number fits one field and loses the other two.
Use one date format. Mixed date formats are the most common cause of a bad import.
Write country and university names one way, so UK, U.K. and United Kingdom are not three different values.
Delete columns nobody has filled in for a year rather than importing them.

The full order of a move is in moving from spreadsheets to a CRM.

What gets imported

Student details: contacts, parents and guardians, school and class, the countries they want, and the other student page fields.

Years of past students

In short

You can import your past enrollments, for example the last four years, including counsellors, destinations, dates, payments and other details.

We help with the whole import. We make sure the history works in your dashboards and conversion reports, so you can compare this year with past years.

Getting your data out again

Data export is included on Premium. Check how you would get your data out of any software before you commit. The CRM buyer's guide says the same about every product, including this one.

Try it with ten students

The free plan covers 10 students, enough to practise an import first.

Get started free Migration guide

Student ManagementOne page per student with everything about them: details, parents, meetings, applications, documents and payments.

CRM vs SpreadsheetsWhen a spreadsheet is enough, where it starts to cost you, and what changes if you move.

AI FeaturesSay your to-dos and they become tasks. Import a spreadsheet with its columns matched for you.

CRM Buyer's GuideFeatures that matter, questions to ask vendors, and a checklist for comparing systems.

Frequently asked questions

What files can I import?

A spreadsheet saved from whatever you use today. It is read in your browser, and you confirm the column matches before anything is saved.

Will the import create duplicate students?

Duplicates are found during the check, before any student is added.

Is my whole spreadsheet sent to an AI service?

No. Only the column titles and a few example rows are used to suggest the matches. The rest stays on your computer until it is saved into your account.

Can I import several years of past students?

Yes. You can import your past enrollments, for example the last four years, including counsellors, destinations, dates and payments. We help with the whole import and make sure it works in your dashboards and reports.