Onboarding Workbook Import

Use Onboarding > Workbook Import when a school has many setup records to load before go-live. This replaces the older separate Bulk Import screen. Existing bookmarks still redirect safely, but school admins should use the onboarding workbook as the canonical import flow.

The workbook preview validates all sheets together before anything is applied, so dependency errors such as a timetable row referencing a missing subject or teacher are visible upfront.

Before you begin

• Confirm you are signed in as a school admin.
• Use .xlsx files only.
• Download the current template from Onboarding > Workbook Import.
• Keep sheet names and column headers unchanged.
• Preview every workbook before applying valid rows.

Workbook sheets

The V1 onboarding workbook includes:

Sheet	Purpose
Academic Years	Create or activate school years.
Classes & Sections	Create grades, sections, rooms, and class teacher references.
Teachers	Create teacher login records.
Subjects	Create the school subject catalog.
Class Curriculum	Map subjects to grades with display order and weekly period counts.
Teacher Assignments	Assign teachers to class sections and subjects.
Weekly Timetable	Load Monday-Saturday period grids.
Students & Guardians	Create student, guardian, and enrollment records.
Calendar	Add working days, holidays, exam days, and notes.
Fee Setup	Create fee heads, plans, and plan items.

Recommended flow

1. Open School Admin Portal.
2. Select Onboarding from the left navigation.
3. Open Workbook Import.
4. Download the template.
5. Fill the workbook using the sample rows as a reference.
6. Upload the completed workbook.
7. Review create, update, ignored, and error rows in the preview.
8. Apply valid rows.
9. Open the latest import run to review failed records, if any.

Preview filters

The preview summary is clickable:

Filter	Shows
Rows	All rows in the selected sheet.
Create	Rows that will create new records.
Update	Rows that will change existing records. Old values are shown in red with a strikethrough and new values are shown in green.
Ignored	Rows that matched existing records but have no field changes.
Errors	Invalid rows that will not be applied.

Apply order

Valid rows are applied in dependency order:

1. Academic years
2. Teachers
3. Classes and sections
4. Subjects
5. Class curriculum
6. Teacher assignments
7. Weekly timetable
8. Students and guardians
9. Calendar
10. Fee setup

Rows with errors are skipped and listed in the import details panel.

Troubleshooting

• If the file does not load, confirm it is an .xlsx workbook using the latest template.
• If a dependency error appears, fix the referenced sheet first and upload again.
• If a row is marked Ignored, campusJr found the matching record and no field values changed.
• If a row is marked Update, review the old and new values before applying.