Migration guide
How should a school move from Excel or a legacy system to Raqeem?
A practical plan to inventory, clean, test imports, reconcile results and launch gradually without disrupting school work.
- Written by
- Raqeem content team
- Product review
- Raqeem product team
Direct answer
Safe migration does not start by uploading every file at once. The school inventories sources, selects data that remains useful, cleans duplicates and formats, tests a sample and reconciles counts, balances and relationships. After approval, it plans the cutover, launch and exception handling.
Guide method and boundaries
This guide reflects capabilities reviewed in Raqeem at the stated revision date. It separates available functionality from planned work and does not claim external certification, integration or synchronisation without published evidence.
Inventory sources and scope
Student, family, enrolment, finance and staff files are listed with their owner and date.
An old column is not imported simply because it exists; its current operational value must be confirmed.
Clean and test a sample
Dates, names and identifiers are standardised, while duplicates and missing relationships are reviewed.
A limited pilot import is checked before the full volume is accepted.
Reconcile and launch gradually
Important counts and balances are compared, and exceptions are documented for manual treatment.
The school defines the final edit time in the old source, the cutover date and post-launch verification owners.
Migration checklist
- Inventory files and owners.
- Define scope and required fields.
- Clean formats, duplicates and relationships.
- Run a pilot import and reconcile.
- Plan cutover, launch and exceptions.
Related questions
Can any Excel file be imported as it is?
No. Columns, formats and relationships must match the expected data model, with anomalies cleaned or handled manually.
Should the old system be deleted immediately?
No. A reference copy is retained under school policy until reconciliation and acceptance are complete.
More guides on the student journey
From admission request to student record, including data preparation and files prepared for Massar upload.
From admission request to student record: how should a school organise the journey?
A practical journey connecting the request, review, guardian, student record, enrolment and financial plan without repeated entry.
How can a school connect admission, enrolment, finance and follow-up in one journey?
A connected journey from the admission request to academic, financial and administrative follow-up without unnecessary repeated entry.
Raqeem and Massar: what is the actual relationship?
A precise explanation of how Raqeem supports Massar-related work, including files prepared for upload without claiming direct synchronisation.