Moving from Excel,
Tally, or another ERP.
Nobody changes school software in December. This page is what the move actually costs, so you can decide when — and whether — it is worth it.
What moving involves
What comes across
The current academic year and the two before it: students, guardians, classes and sections, fee structures, and outstanding balances as at the day you switch. That is enough to run the school and to answer a parent asking about last year.
What does not
Anything older stays where it is. We do not import eleven years of history into a system that has to be fast today, and we do not pretend a spreadsheet from 2017 is a record we can vouch for. Keep the old files; they are still yours.
Your existing receipt numbers
Untouched. A receipt already issued is a financial record, and rewriting its number would falsify it. Timelino continues your sequence from wherever it stands — it does not restart at one, and it does not renumber what came before.
What this is not
We are not your accounting system. Tally keeps doing what Tally does. Timelino is the fee record — who owes what, who paid, and which receipt proves it — and it exports to CSV for whoever keeps your books.
Four steps, and you are in all of them.
You send the spreadsheet
Whatever shape it is in. Students, guardians, classes and outstanding balances. We have never refused one for being messy.
We map the columns
You get the mapping back as a plain table — "your column K becomes admission number" — before anything is imported.
You check the import
It lands in a practice school first. Open twenty children at random and tell us what is wrong.
We load it for real
Once you have signed it off. Your old system stays exactly where it is, untouched, for as long as you want it.
What tends to go wrong.
Three things people are surprised by, said now rather than in week three.
- Two children with the same name. Every school has them and every spreadsheet handles them differently. We flag the collisions rather than guessing, and you decide.
- Guardian phone numbers. Usually the messiest column — one field holding two numbers, or a number that belongs to an uncle. Parents fix theirs on first sign-in, which is faster than anyone at the school fixing 1,284 of them.
- Mid-year fee structures. If your fee heads changed in the middle of a year, the balances need a decision from your accounts head, not from us. We will show you exactly which students are affected.
Send us one spreadsheet and we'll tell you what moving costs.
No commitment. We map it, hand it back, and you decide from something real instead of an estimate.