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ASOFT ERP · Getting started

Loading pupils and classes

The template, the fields that matter, and what to do about duplicates.

Updated 12 July 2026

Pupil records come in from a spreadsheet. Three fields cause almost all of the rework, so get them right before you upload rather than fixing them afterwards.

  • The paying contact. Not always a parent, and often not the person who collects the child. Fees follow this field.
  • The mobile number that receives messages. One per pupil, with a second as backup. Wrong numbers here are why parents say they were never told.
  • Date of birth. Used for class progression and reporting, and awkward to correct once results are attached.

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