{"id":1303,"date":"2025-11-28T06:31:22","date_gmt":"2025-11-28T06:31:22","guid":{"rendered":"https:\/\/educhanger.com\/help\/?p=1303"},"modified":"2026-01-13T09:48:11","modified_gmt":"2026-01-13T09:48:11","slug":"data-setup","status":"publish","type":"post","link":"https:\/\/educhanger.com\/help\/data-setup\/","title":{"rendered":"How To Setup Educhanger ERP Account?"},"content":{"rendered":"\n

Purpose – <\/strong>When you open your account for the first time, the most important step is to complete the Institute Settings and Data Setup, ensuring that all essential information about your school, departments, sessions, and modules is properly configured for smooth operations.<\/p>\n\n\n\n

> Follow these Steps:<\/strong><\/p>\n\n\n\n

1.<\/strong> Go to Other Module<\/strong>.<\/p>\n\n\n\n

2.<\/strong> Click on System Settings.<\/strong><\/p>\n\n\n\n

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3. <\/strong>Go to Institutes<\/strong> and add your institute by clicking<\/strong> on Add Institute.<\/strong><\/p>\n\n\n\n

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4.<\/strong> Fill the form<\/strong> and click on submit button.<\/strong><\/p>\n\n\n\n

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Congrats your institute setting has been done.<\/strong> <\/p>\n\n\n\n

><\/strong> Now let’s move on to our next step of employee data upload.<\/strong><\/p>\n\n\n\n

5.<\/strong> Go to Human Resource<\/strong>.<\/p>\n\n\n\n

6.<\/strong> Click on Manage Employee.<\/strong><\/p>\n\n\n\n

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7.<\/strong> Click on Import Staff.<\/strong><\/p>\n\n\n\n

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> Downloand staff sample file<\/strong> and fill your staff data<\/strong> e.g , Teacher Name , Mobile No , Father Name , Address , etc.<\/strong> save your csv file.<\/p>\n\n\n\n

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8.<\/strong> Select a department<\/strong> and upload your csv file<\/strong> then click on import staff.<\/strong><\/p>\n\n\n\n

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Congrats your staff data added successfully<\/strong><\/p>\n\n\n\n

><\/strong> Now let’s move on to our next step of creating a section.<\/strong><\/p>\n\n\n\n

9.<\/strong> Go to Student Module<\/strong>.<\/p>\n\n\n\n

10.<\/strong> Click on Section.<\/strong><\/p>\n\n\n\n

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11.<\/strong> Fill the form<\/strong> and click on save button.<\/strong><\/p>\n\n\n\n

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Congrats your section added successfully<\/strong>.<\/p>\n\n\n\n

><\/strong> Now let’s move on to our next step of creating a standard.<\/strong><\/p>\n\n\n\n

12.<\/strong> Go to Student Module<\/strong>.<\/p>\n\n\n\n

13.<\/strong> Click on Standards.<\/strong><\/p>\n\n\n\n

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14.<\/strong> Click on Add<\/strong> Standards<\/strong> and fill the Form.<\/strong><\/p>\n\n\n\n

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Congrats your standard added successfully<\/strong>.<\/p>\n\n\n\n

><\/strong> Now let’s move on to our next step of student data upload.<\/strong><\/p>\n\n\n\n

15.<\/strong> Go to Student Module<\/strong>.<\/p>\n\n\n\n

16.<\/strong> Click on Active Student.<\/strong><\/p>\n\n\n\n

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17.<\/strong> Click on Import Student.<\/strong><\/p>\n\n\n\n

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> Downloand student sample file<\/strong> and fill your student data<\/strong> e.g , Admission No. , Student Name , Mobile No , Father Name , Address , etc.<\/strong> save your file class wise. <\/p>\n\n\n\n

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18.<\/strong> Select a class section<\/strong> and upload your csv file<\/strong> then click on import student<\/strong>.<\/p>\n\n\n\n

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Congrats your student data added successfully<\/strong>.<\/p>\n\n\n\n

><\/strong> Now let’s move on to our next step of fees setup.<\/strong><\/p>\n\n\n\n

19.<\/strong> Follow this link<\/strong> to setup fees .<\/strong><\/p>\n\n\n\n

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Duee Fees Report<\/a><\/blockquote>