Prepare and check imports of existing data, and view export records

Data migration at implementation goes through three stages: validate the files (ファイルを検証する), actually register the data (実際に登録する), and reconcile the counts (件数を照合する). Data import and export (データ取込・出力) and the Import reconciliation center (取込照合センター) in the Settings area handle validation, reconciliation and checking the records.

Data import and export is available to administrators and academic administrators, and has three tabs: Import review (取込レビュー), Data management (データ管理) and Recovery and support (復旧・サポート).

Validate files (Import review)

Import review (取込レビュー) checks that a file has the required columns and keeps the result as an import record. No data is registered in this tab. At the top of the tab are buttons to the screens where data is actually registered (student bulk import, Staff bulk registration and department CSV import).

In Import type (取込種別), you can choose from the following. Students are not imported here; they are imported with Bulk import (一括インポート) in the Students (学生) area, using your school's template.

• Guardian–student links (保護者・学生紐付け)

• Subject and class register (科目・クラス台帳)

• Fee schedules (学費スケジュール)

• Past years' attendance history (過年度出席履歴)

• Past years' grade history (過年度成績履歴)

1. Open Data import and export (データ取込・出力) in the Settings (設定) area and choose the Import review tab.

2. Choose the Import type and check the Required columns (必須列) shown.

3. Drag and drop a CSV or XLSX file, or click to choose one.

4. Press Validate and create review (検証してレビューを作成).

5. For a CSV file, the number of rows validated, the number of OK (検証OK) rows, the number of Needs fixing (要修正) rows, and the row numbers and details that need fixing are shown. If any rows need fixing, correct the original file and check again. For an XLSX file, the columns cannot be validated on this screen, so only a record is created. To check the columns, save the file again as CSV.

6. The records created can be checked in Import review history (取込レビュー履歴) in the same tab.

Actually register the data

• Register students from Bulk import (一括インポート) in the Students (学生) area. To use your previous system's export as it is, map its columns in Switch from another system (他システムからの乗り換え) in the Settings area (Switch from your previous system (students and opening balances)).

• Register staff from Staff bulk registration (職員一括登録) in the Staff (職員) area. Registered staff are sent invitation emails.

• Departments can be registered and updated in bulk with Department CSV import (学科CSVインポート) in the Data management tab of Data import and export.

Reconcile the import results

After importing students in bulk, use the Import reconciliation center (取込照合センター) to compare the number of records in the source data with the number registered, and deal with exception rows (validation errors, duplicates, missing references and so on). The available actions are Retry import (再取込), Merge (統合), Skip (除外), Accept exception (例外受入) and Correct source (元データ修正). Check the reconciliation result with Run dry run (ドライランを実行), and when no unresolved exceptions remain, review the content and record the acceptance sign-off.

Check export records

Data is exported from each page, for example CSV export (CSVエクスポート) in Reports (レポート) or CSV in the Audit log (監査ログ). Exports that have been made can be checked in the Export log (エクスポートログ) in the Data management tab.