Work through your data migration
For school managers: upload your exports, check the matches and staff roles, review and sign, go live and invite your staff.
Once your sandbox is open, select Sandbox at the top of Managira, or open Management, then Data migration. The steps run left to right. Nothing reaches your live account until you go live.
Who can do this: Your school's managers, once the Managira team has opened your sandbox. Each confirms it's them with their password and an authenticator code.
1. Upload
The first time, set up your authenticator app: scan the code, type the 6-digit code it shows, and save your recovery codes.
Select Choose CSV files and pick your exports. Managira works out what each one holds.
Select Upload.
2. Match columns
Each column in your files is matched to its place in Managira: Confident matches are ready; Unsure ones need you to confirm or correct them. Columns with no place yet go to step 5.
3. Check & import
Select Import into the sandbox.
Read the check report. Red must be fixed before you go live: fix it in your current system, export again, upload and import. Amber is worth a look.
Import again whenever you like. Records are updated, never doubled.
4. Staff roles
Each role or access group in your staff list is matched to a Managira role. A match never gives more access than the old role did.
Confirm the Unsure ones, or choose a more limited role.
For a role nobody could match, say what it lets people do and who has it. The Managira team then matches it.
Read the role report: everyone's old role, new role, classes and what they can do. Approve each person flagged because their access goes up or is admin-level. Download it as CSV or PDF to keep.
5. Columns to explain
For each column Managira has no place for, say what it is, who uses it, how often, and whether it's required. The Managira team gives it a home. If they suggest leaving one out, it stays until you approve that here.
6. Review & sign
Compare the counts with your files, and the credits from your grades.
Read the GPA check: any student whose GPA from your old system doesn't match their grades is listed. Their old GPA is kept on their transcript either way, but a difference usually means grades missing from the export.
Open a few records you know well and check them.
Approve each area, including the role report.
Type your full name and select Sign.
Good to know: If anything still needs doing, Managira lists it under Before you can sign.
7. Go live
Upload your latest exports first, so nothing entered since is missed.
Select Go live. Your records move to your live account and it opens for new work.
Compare Your files beside Managira with what you expect.
Under Staff accounts, invite your staff: tick people or select Invite all. Each gets an email to set their password. When they first sign in, they see their role and what they can do. See Your access.
Once, if you need it: upload new exports and select Load the catch-up.
Important: Check your staff's roles on the Users page before you invite them. Nobody is made a manager without your approval.
Who to contact
Email support@managira.com, use Contact support in the Help Center, or open the chat at the bottom right of any page. Say your school's name and that your question is about your move to Managira.
Frequently asked questions
Why can't I see the Sandbox button?
Only your school's managers see it, and only while your sandbox is open. Ask the Managira team to open it.
It asks for my code again.
For your school's safety, the migration asks for your password and a fresh authenticator code every 30 minutes.
I lost my phone.
Type one of your recovery codes instead. If you have none left, contact Managira support to reset your authenticator.
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