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Practical checklist · Student data preparation

Student data import preparation: fields, formats and validation checks.

Print the linked field-dictionary and exception-log templates first, then complete them against the school’s agreed scope. Define every field, preserve stable identifiers, validate relationships, record decisions and reconcile a controlled trial before any production move.

Reviewed against official NDEAR, Ministry of Education, W3C and MeitY sources and with the Remonthub product team

Short answer

Use the same field ID across the two blank dictionary tables and the same exception ID across the two blank log tables. Freeze the population and cut-off, preserve an untouched source extract, record school-owned meaning and mapping decisions, validate identifiers and relationships, then reconcile a versioned trial with named owners. These templates document decisions; they are not a public Schylva schema or self-service upload interface.

This checklist is general implementation guidance, not a universal Schylva import template, a promise of self-service bulk upload or legal advice. Every example identifier is fictional. The exact records, fields, formats, migration method, rounds, validation, transfer route and timing must be confirmed in the school’s written implementation plan. Do not send live student, guardian, credential or payment data through a public form or demonstration.

Contents

This checklist is general implementation guidance, not a universal Schylva import template, a promise of self-service bulk upload or legal advice. Every example identifier is fictional. The exact records, fields, formats, migration method, rounds, validation, transfer route and timing must be confirmed in the school’s written implementation plan. Do not send live student, guardian, credential or payment data through a public form or demonstration.

Print and use first

Complete one school-owned field dictionary and exception log.

Print or copy these blank linked tables, then complete them only after the school freezes scope and names its owners. Use Field ID to join the two dictionary tables and Exception ID to join the two log tables without forcing every decision into one unreadably wide sheet.
Blank field-dictionary template A—identity, meaning and disposition
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Field IDSource system, object and fieldSchool meaning, domain owner and approverTarget, approved disposition and status
F-01System/object/field: __________________Meaning: __________ · Owner/approver: __________Target: ____ · Disposition: map / transform / hold / exclude · Status: ____
F-02System/object/field: __________________Meaning: __________ · Owner/approver: __________Target: ____ · Disposition: map / transform / hold / exclude · Status: ____
F-03System/object/field: __________________Meaning: __________ · Owner/approver: __________Target: ____ · Disposition: map / transform / hold / exclude · Status: ____
F-04System/object/field: __________________Meaning: __________ · Owner/approver: __________Target: ____ · Disposition: map / transform / hold / exclude · Status: ____
F-05System/object/field: __________________Meaning: __________ · Owner/approver: __________Target: ____ · Disposition: map / transform / hold / exclude · Status: ____
F-06System/object/field: __________________Meaning: __________ · Owner/approver: __________Target: ____ · Disposition: map / transform / hold / exclude · Status: ____
Blank field-dictionary template B—format, blank treatment and validation
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Field IDType, format and allowed valuesRequired, blank and default ruleKey, relationship, transformation and validation rule
F-01____________________________________________________________________________________
F-02____________________________________________________________________________________
F-03____________________________________________________________________________________
F-04____________________________________________________________________________________
F-05____________________________________________________________________________________
F-06____________________________________________________________________________________
Blank exception-log template A—issue, impact and ownership
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Exception IDFile/version and record keyExpected rule, supplied value and observed issueSeverity/impact, owner and due date
E-01File/version/key: __________________Rule: ____ · supplied value: ____ · issue: ____Severity/impact: ____ · Owner: ____ · Due: ____
E-02File/version/key: __________________Rule: ____ · supplied value: ____ · issue: ____Severity/impact: ____ · Owner: ____ · Due: ____
E-03File/version/key: __________________Rule: ____ · supplied value: ____ · issue: ____Severity/impact: ____ · Owner: ____ · Due: ____
E-04File/version/key: __________________Rule: ____ · supplied value: ____ · issue: ____Severity/impact: ____ · Owner: ____ · Due: ____
Blank exception-log template B—decision, retest and closure
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Exception IDApproved disposition and decision authorityResolution version, evidence and retest resultClosure evidence, status and date
E-01Disposition/authority: __________________Version/result: ______________________Evidence/status/date: ________________
E-02Disposition/authority: __________________Version/result: ______________________Evidence/status/date: ________________
E-03Disposition/authority: __________________Version/result: ______________________Evidence/status/date: ________________
E-04Disposition/authority: __________________Version/result: ______________________Evidence/status/date: ________________

Template boundary

This is a school-owned decision record—not a public Schylva import schema.

Do not infer accepted Schylva fields, formats, targets or a self-service upload capability from these blank tables. Confirm the exact migration scope and transfer method in the written implementation plan, use fictional entries for planning, and move authorised live records only through the approved protected route.

Before the file

Define the population, purpose and cut-off before preparing rows.

An import becomes difficult to control when “all student data” is the only scope statement. Name the exact population and operational purpose before anyone cleans, merges or transfers a file.

01 · Population

Which records belong?

Define academic session, campus, class range, active or inactive status and any excluded historical population.

02 · Domains

Which facts are needed?

Separate core student, guardian relationships, class placement, accounts and each optional history domain instead of treating them as one table.

03 · Time

When does the source stop changing?

Record the extraction time, working-copy version, final cut-off and how approved changes after the trial will reach the final load.

04 · Authority

Who can decide meaning?

Name the school owner for every domain, the implementation contact, the exception approver and the final acceptance owner.
Import-scope record to complete before data preparation
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DecisionRecord it preciselyUnsafe shortcut
PurposeThe supported launch workflow that requires the recordsMoving fields because they exist in the old system
PopulationSession, campus, status, class range and explicit exclusionsEvery student ever created
Source of recordNamed system or approved file and its responsible ownerWhichever spreadsheet appears newest
Cut-offExtraction timestamp, freeze point and final-delta methodEditing the trial file until launch
AcceptanceCounts, field checks, relationship checks, samples and role workflowsThe importer reported success
RetentionAuthorised source, working-copy and exception-log treatmentDeleting the source after the first load

Preserve evidence

Keep the original extract untouched and version every working copy.

Hash or otherwise identify the approved source extract, store it through the agreed protected route and make transformations only in a versioned working copy. Record who produced each version, when it was produced and which rules changed. That evidence makes a mismatch explainable and a rerun reproducible.

  • The academic session, campus, class range and student statuses are explicit.
  • Every data domain has a named school owner and a stated launch purpose.
  • An untouched source extract and a versioned working copy are distinct.
  • The cut-off and final-delta approach are recorded before the trial.
  • Excluded history is documented rather than silently omitted.

Meaning before mapping

Build a field dictionary that both the school and implementation team can read.

A familiar column name can hide a different business meaning. “Class,” “status” and “guardian” may each encode several concepts, so a mapping needs definitions and examples—not only source and target headers.
Fictional field-dictionary example—illustrative only, not a Schylva import template
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Source fieldIntended meaningFormat or valuesRuleFictional example
student_codeSchool-controlled stable student identifierText; preserve leading zerosRequired and unique in the agreed populationSTU-0007
academic_sessionSession governing the placement recordApproved session codeMust reference one configured sessionSESSION-2026
class_codeReference to the configured class—not free-text display copyApproved reference codeMust exist in class reference dataCLASS-06
section_codeReference to the section within the agreed class contextApproved reference codeRequired only where section appliesSECTION-B
guardian_codeStable identifier used to link a guardian relationshipTextMust resolve to an approved guardian recordGUARD-002
relationship_typeSchool-confirmed relationship labelApproved value listDo not infer from name, phone or genderGuardian
date_of_birthStudent date of birth where included and lawfully neededYYYY-MM-DDValidate date and agreed range; never use a real value in a demoYYYY-MM-DD

The official NDEAR open-standards document describes interoperability, portability, uniqueness, reference data and consistently understood education information. Those principles support explicit meanings and stable references, but they do not prove that a private school ERP or one import file is NDEAR-compliant.

  1. Inventory every supplied column.

    Record its source system, owner, current use, known blank meaning and whether it belongs in the agreed launch scope.

  2. Write the business definition.

    Explain what the field means at this school, which record it describes and which other field or reference gives it context.

  3. Define type and allowed values.

    Specify text, integer, decimal, Boolean, date, timestamp or reference; then name permitted codes, blank rules and normalisation rules.

  4. Name the key or relationship.

    Mark primary identifiers, duplicate rules and foreign references so the migration does not rely on visual order or names alone.

  5. Record the approved disposition.

    Map, transform, derive with an authorised rule, hold for decision or exclude with a stated reason. Never silently drop an ambiguous field.

Mapping boundary

A source field and a target field with similar labels are not automatically equivalent.

Ask whether the population, time period, granularity, allowed values, blank semantics and owner match. If meaning remains ambiguous, keep the item in an exception register for an authorised school decision instead of inventing a conversion rule.

Structure without distortion

Normalise the file without changing the school’s meaning.

CSV, spreadsheet and database extracts can all carry valid data, but each can introduce type, encoding and display problems. Confirm the exact transfer format and protect values that software tends to reinterpret.
File-preparation rules to agree for each import object
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ControlExpected preparationExample failure to detect
HeadersOne approved header row with unique, mapped column namesMerged headings or repeated column labels
RowsOne agreed record type per row with no subtotal or note rowsA section title is read as a student
Encoding and delimiterConfirmed encoding, delimiter, quote and line-break handlingNames or addresses become corrupted or split across rows
IdentifiersStored as text when leading zeros or long digit strings matter000731 becomes 731 or a long value is rounded
Dates and timeOne unambiguous agreed format and time-zone rule03/04/2026 changes between 3 April and 4 March
BlanksMissing, not applicable, unknown and zero have defined meaningsA blank fee balance is converted to zero
Formulas and macrosApproved values are exported; hidden logic and external links are removed or documentedA formula recalculates differently on another machine
Multiple sheetsEach sheet or file has one stated object and relationship pathThe wrong sheet is treated as the final population

Technical context

A CSV file does not carry all of its rules by itself.

The W3C’s tabular data model and metadata vocabulary illustrate how column names, datatypes, constraints, primary keys and foreign keys can be described outside raw cell values. Schylva does not require those W3C specifications; the practical lesson is to ship a readable dictionary and validation rules with the agreed data file.

  • Open the prepared file using the same interpretation expected by the migration process.
  • Check multilingual characters, punctuation, embedded commas and line breaks.
  • Compare stored cell values with what the spreadsheet visibly displays.
  • Confirm leading zeros, long identifiers and date formats after export and reopen.
  • Remove blank trailing rows, subtotal rows, comments and decorative merged cells.
  • Record file name, byte size, version, row count and an integrity identifier before transfer.

People are not rows

Test stable identities and relationships before matching records.

Names, phone numbers and email addresses can be shared, changed, mistyped or absent. Relationships should resolve through approved identifiers and reference data—not a guess based on similar personal details.
Identity and relationship checks before a trial import
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CheckPass conditionException example
Student uniquenessEvery in-scope student ID occurs according to the approved uniqueness ruleSTU-0007 appears twice with conflicting class placement
Guardian uniquenessThe agreed guardian identifier resolves without merging distinct peopleTwo guardians share a phone number but are different records
Guardian-to-student linkEvery relationship references existing approved records on both sidesGUARD-002 references an excluded or unknown student ID
Academic placementSession, class and section references exist and form a valid configured combinationSECTION-B exists, but not under CLASS-06 in the target session
Account relationshipOnly the agreed person and role records receive account treatmentA historical or inactive record is unintentionally activated
Cross-file referenceEvery foreign reference resolves to the exact versioned reference fileA class code was renamed in one file but not another

No guessed matching

Do not merge two people from name, phone or email similarity alone.

Route uncertain duplicates to an authorised school owner with the relevant evidence. Keep the candidate records distinct until the owner approves a merge, replacement, link or exclusion. Record both the decision and the rule used so the final run behaves the same way.

Exact duplicate

Same key, same approved values

Confirm whether it is a repeated row, a valid repeated relationship or evidence that the uniqueness rule is wrong.

Key collision

Same key, conflicting facts

Stop that record path and obtain a school decision; do not select whichever row appears last.

Possible person match

Similar details, different keys

Treat it as an investigation candidate, not proof that the people are identical.

Orphan reference

Relationship points nowhere

Correct the reference, add an approved parent record, remove the out-of-scope link or hold it as an exception.

Four layers of evidence

Validate structure, values, relationships and school totals separately.

A file can be syntactically valid while its records are wrong. Run repeatable checks in layers and retain a machine-readable rejection or exception log for every failed rule.
Preflight validation matrix
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LayerRepresentative checksEvidence to retain
StructureExpected headers, file type, encoding, row shape, no hidden totals or duplicate headersFile version, parser result and rejected row locations
Field valuesRequired values, type, date range, allowed codes, text length and blank semanticsRule ID, record key, supplied value and disposition
IdentityUnique keys, collisions, possible duplicates and inactive-record rulesDuplicate group and authorised decision
RelationshipsGuardian, class, section, session and other approved references resolveParent key, child key, expected reference and exception owner
AggregatesCounts by campus, session, class, section and agreed statusSource total, prepared total, trial total and explained variance
Representative recordsTypical, blank, multilingual, duplicate-risk and boundary casesRedacted sample IDs, expected result and reviewer outcome
Fictional exception-log pattern
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Record keyRuleObserved issueOwnerDisposition
STU-0007CLASS_SECTION_REFERENCESECTION-B is not configured beneath CLASS-06 for SESSION-2026Academic data ownerOpen—confirm intended placement
STU-0014GUARDIAN_REFERENCEGUARD-099 does not exist in the approved guardian fileStudent-record ownerOpen—supply or remove relationship
STU-0021IDENTIFIER_UNIQUENESSStable ID occurs with conflicting status valuesMigration decision ownerHeld from trial pending decision

Reporting context

Validation should be designed, not inferred from one total.

The Ministry of Education’s UDISE+ 2024–25 report describes school-level data collection with built-in validation checks and later verification. That is useful context for layered data-quality controls; it is not a Schylva field specification, a migration template or a substitute for current UDISE+ instructions.

Acceptance boundary

“File accepted” is not the same as “student data accepted.”

A technical parser can accept every row while identities, relationships, status meanings or totals remain wrong. Keep technical load evidence and school-domain acceptance as two separate gates.

Controlled migration round

Transfer through the approved route, reconcile a trial and close exceptions visibly.

Once the prepared dataset passes preflight, the implementation team still needs a reproducible transfer, a controlled trial and written school acceptance. Do not use public forms, email by habit or a production launch as the first complete test.
  1. Freeze the prepared dataset.

    Record file names, versions, byte sizes, row counts, mapping version, validation result and an integrity identifier. Resolve or explicitly hold every material exception.

  2. Use the approved transfer route.

    Follow the school-specific implementation channel and authorised access process. Do not place live records in a demo request, quote form, chat, public link or unapproved personal account.

  3. Run the agreed trial scope.

    Use a representative, controlled dataset or the agreed full trial round. Capture importer results, rejected records, transformation logs and the exact target configuration version.

  4. Reconcile independently.

    Compare source, prepared and target counts by meaningful groups; check values and relationships; then inspect representative records and included role workflows.

  5. Classify every variance.

    Distinguish approved exclusions, source defects, mapping decisions, transformation defects, target-configuration defects and unresolved school decisions.

  6. Approve, rerun or stop.

    A named school owner signs the accepted evidence and exceptions. Material mismatches trigger correction and another controlled round—not a silent waiver for the launch date.

Trial-migration acceptance evidence
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EvidencePass questionOwner
Version controlCan the exact source, prepared files, mapping and transformation rules be reproduced?Implementation lead
Population reconciliationDo source, prepared and target totals agree by meaningful group, with every variance explained?Student-record owner
Field verificationDo required values, codes, dates, blanks and identifiers retain their approved meaning?Domain owner
Relationship verificationDo student, guardian, session, class and section links resolve correctly?Student-record and academic owners
Role workflowCan authorised users find and use the migrated context required by the included launch workflow?Role-workflow owner
ExceptionsDoes every remaining item have an authorised disposition, owner and impact statement?Migration decision owner
  • The trial input can be identified byte-for-byte and reproduced.
  • Rejected records and transformations have record-level evidence.
  • Counts are reconciled by meaningful school groups, not total rows alone.
  • Fictional or formally approved representative records cover edge cases.
  • Included role workflows are checked after the data-level review.
  • Every open variance has a named owner and an authorised launch disposition.
  • The final delta, go/no-go owner and rollback trigger are written.

Handle less, promise precisely

Protect student information and keep Schylva’s current import scope explicit.

Preparation copies can multiply sensitive information quickly. Limit the fields, copies, people and channels involved, and treat product scope as a written implementation decision rather than an assumption from this checklist.

Current public Schylva scope

  • Initial data migration is included in the standard launch service
  • Authorised school administrators can manage supported core student, teaching staff, guardian, class and section records
  • One guardian can be linked to one or more students where configured
  • Staff training and ongoing product support are included

Confirm in the written school plan

  • Exact records, source files, fields and historical range
  • Accepted formats, transfer method and migration rounds
  • Mapping, transformation and relationship decisions
  • Validation, acceptance, timing, owners and final delta
  • Retention, deletion, export and school-specific security terms

Do not infer or claim

  • A public self-service CSV or spreadsheet import screen
  • Bulk import, export or third-party integration outside the written implementation scope
  • Automatic matching from names, phones or email addresses
  • Unlimited migration of every historical record
  • Universal propagation of every changed field across all views
  • NDEAR, DPDP or other blanket compliance certification

Personal-data boundary

Use fictional or redacted records for planning and demonstrations.

Do not place student names, dates of birth, family contacts, identifiers, disability or health context, credentials, OTPs, payment details or confidential school information in a public form, shared screenshot or this checklist. Use the approved implementation route only after purpose, fields, access and handling are agreed.

The NDEAR formal report emphasises clear purpose, privacy, security, permissions and special care for children’s information. India’s Digital Personal Data Protection Act, 2023 and Digital Personal Data Protection Rules, 2025 require qualified, current review for the school’s circumstances. This checklist neither decides applicability nor supplies a legal basis for processing.

  • Only fields needed for the agreed migration purpose are included.
  • Working copies, access, transfer and deletion responsibilities are named.
  • Examples, screenshots and defect tickets contain fictional or approved redacted context.
  • Public demo and quote forms are excluded from live data handling.
  • Source retention and secure deletion remain separate authorised decisions after acceptance.

Frequently asked questions

Clarify the decision and its boundaries.

Use these answers as a starting point, then verify the relevant source, rule and school process.
Should a school prepare student data in CSV or Excel?

Use the exact format agreed in the written implementation plan. Either can carry useful tabular data, but both need explicit rules for headers, encoding, identifiers, dates, blanks, formulas, multiple sheets and relationships. Do not assume that a generic CSV or spreadsheet is a Schylva import template.

Which fields are required for a student data import?

There is no universal public field list. Required fields depend on the agreed launch workflow, school structure and written migration scope. Build a dictionary covering each field’s meaning, type, required or blank rule, allowed values, stable identifier, relationship, owner and disposition before preparing the final file.

How can a school preserve leading zeros and dates?

Treat identifiers as text where formatting is meaningful, use one unambiguous agreed date format such as YYYY-MM-DD, inspect stored values rather than display formatting, and reopen the exported file using the same interpretation expected by the migration process. Test fictional boundary examples before using approved live data.

Can duplicate students be matched by name and phone number?

Not safely as an automatic rule. Names and phone numbers can be shared, changed or mistyped. Use approved stable identifiers and supporting evidence, route uncertain candidates to a named school owner and record the authorised merge, link, replacement or exclusion decision.

When is a prepared import file ready for trial migration?

It is ready when scope and cut-off are frozen; the source, working file, dictionary and mapping are versioned; structure, values, identities, relationships and aggregates pass; material exceptions have authorised dispositions; and the approved transfer route, trial plan and reviewers are named.

Does a successful upload prove that the migration is correct?

No. It proves only that the technical process accepted some input. School acceptance also requires population reconciliation, value and relationship checks, representative records, included role workflows and a recorded disposition for every material variance.

Does Schylva offer a self-service bulk student import tool?

Schylva does not currently make that public claim. Initial data migration is included in the standard launch service, while the exact records, formats, method, rounds, validation and timing are confirmed in the school’s written implementation plan. Bulk import, export or third-party integration outside that written scope is not claimed.

Can live student data be sent through the demo form?

No. Use fictional or redacted context for a demonstration. Do not submit student, guardian, credential, payment or confidential school records through a public demo or quote form. Use only the approved implementation route for agreed live-data handling.

Primary sources and further reading

Read the official material behind the context.

Sources were reviewed when this checklist was updated on 2 September 2026. Always verify the current official version before relying on a rule or requirement.
  1. Ministry of Education — NDEAR

    Open Standards and Specifications for NDEAR Official standards context for interoperable and portable education data, uniqueness, reference information, privacy, security and access control. It does not certify Schylva or prescribe this checklist as an import format.
  2. Ministry of Education — NDEAR

    National Digital Education Architecture — Formal Complete Report Architecture context for purpose, systems of record, permissions, interoperability, portability and protection of children’s information.
  3. World Wide Web Consortium

    Model for Tabular Data and Metadata on the Web Technical model for interpreting tabular files and associated metadata. It is background context, not a Schylva-specific requirement.
  4. World Wide Web Consortium

    Metadata Vocabulary for Tabular Data Technical vocabulary for describing columns, datatypes, constraints and keys around tabular data. This checklist converts the general principle into a readable school field dictionary.
  5. Ministry of Education

    UDISE+ Report 2024–25 — Existing Structure Official school-data report describing school-level collection, built-in validation checks and later verification. Verify current UDISE+ instructions separately; this is not a Schylva field list.
  6. Ministry of Electronics and Information Technology

    Digital Personal Data Protection Act, 2023 Primary statutory source for qualified review. This checklist does not decide applicability or provide legal advice.
  7. Ministry of Electronics and Information Technology

    Digital Personal Data Protection Rules, 2025 Official Gazette notification with phased commencement. Verify later notifications and obtain qualified advice where required.

Continue the evidence path

Complete implementation pillar

Plan the full ERP implementation and data migration path.

Connect source inventory and mapping to trial migration, role testing, training, activation, rollback and post-launch support.Open the implementation checklist

Written launch scope

Review Schylva implementation responsibilities.

See included initial migration and training, school inputs, validation expectations and the details confirmed in the written plan.Review implementation

Current product scope

Inspect the supported student-information relationships.

Review core records, guardian links, class and section context, role boundaries and the import or integration scope that still needs written confirmation.Review student-information scope

Access and data handling

Turn security claims into evidence questions.

Review account behaviour, access, retention, deletion, export and school-agreement topics before live data moves.Review security evidence

Prepare one safe sample

Bring a fictional field dictionary and three difficult relationship cases.

A focused implementation discussion can verify the intended student, guardian, session, class and section meanings, identify the checks the school must own, and record the exact migration details that still need written confirmation—without placing live records in a public form.