School Data Migration Checklist
Migrating student, financial, and academic records from paper files, spreadsheets, or a legacy system to a new school management platform is one of the highest-risk phases of any digital transformation. Data migration errors — missing records, incorrect grades, duplicated students — can undermine confidence in the new system for years. This checklist provides a rigorous, step-by-step process to plan, execute, validate, and sign off on a school data migration with minimal disruption to school operations.
For: ICT coordinators, data clerks, bursars, and academic registrars responsible for transferring historical school records to RedeemOS or another school management platform. · When: Use this checklist 4–8 weeks before your planned go-live date. Data migration should be completed and validated at least 1 week before the system goes live so that staff are not troubleshooting data issues at the same time as learning the new platform.
Planning and Scoping
Data Collection and Cleaning
Test Migration
Full Migration and Validation
Frequently Asked Questions
Related Resources
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