Discover
Identify current systems, spreadsheets, identifiers and the data that must move.
A structured migration process turns existing spreadsheets and exports into validated ShuleMatrix records with preview, exception handling and school verification.
Identify current systems, spreadsheets, identifiers and the data that must move.
Collect students, staff, contacts, classes, balances and other approved migration datasets.
Map legacy columns to ShuleMatrix fields and use stable identifiers such as admission numbers where appropriate.
Detect missing required values, malformed phone numbers, duplicates and invalid relationships before import.
Review what will be created, corrected or skipped before committing the migration.
Reconcile counts and sample records with the school before go-live.
The exact migration scope depends on the quality and exportability of the source system. ShuleMatrix should never silently invent missing school data.
✓ Required fields validated before commit
✓ Phone formats normalized consistently
✓ Duplicate identifiers surfaced for review
✓ Relationship errors shown before import
✓ Counts reconciled after migration
✓ School verifies the result before go-live