← All help guidesPrepare a safe starting file
Export your existing system's records and keep an unchanged copy. In School view, open Switch to DriveBest. This uses CSV or XLSX files; it does not log in to TotalDrive, GoRoadie or another CRM for you.
The reviewed import supports pupils, upcoming booked lessons, opening money balances and remaining prepaid hours. It does not recreate a full history of old lessons or payments. Enquiries have a separate import.
Import in five steps
1.
Choose the source and record type, then select the CSV or XLSX. If the workbook has several sheets, choose the intended worksheet.
2.
Match each source column to its destination. Ignore columns you do not need. Check the preview before preparing a plan.
3.
Review each pupil decision: create a new record, update the correct existing pupil or skip. Match instructor names to active teachers in your school.
4.
Approve only after checking the proposed changes. For a pupil plan, choose Approve and import pupils.
5.
Review the saved result and Verify saved imports. Download any attention file, resolve its rows and check representative pupil and diary records.
Preparing a plan does not import it. If processing stops, use Resume import if processing stopped on the saved import; do not start a duplicate import without checking what was already saved.
Money balances and prepaid hours
Reconcile today's figures first. A positive opening money balance means credit; a negative balance means money owed. For example, £80 credit is 80, while £80 owed is -80. The current balance date must be today in UK time.
Enter remaining prepaid hours separately. Two remaining hours are not a new £80 receipt. Review any transactions recorded since the old system's export so you do not count them twice.
File limits and help
The preview accepts up to 2,000 rows and 80 columns. CSV files must be at most 1 MB; XLSX files at most 2 MB, with an 8 MB expanded limit. Enquiry imports are limited to 250 rows. Split oversized files into clearly identified batches and check for duplicates.
If you want assisted setup, see the current switching offer and contact support to confirm availability and agree a secure transfer before sending records. Do not email pupil data without an agreed process. ← All help guides