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Download Format

Download Excel templates for importing data into InstiKit.

User Guide Profile Menu 2 min read

The Download Format page provides ready-to-use Microsoft Excel templates for importing data into InstiKit.

Instead of creating spreadsheets manually, administrators can download the appropriate template, populate it with their data, and import it into the corresponding module.

InstiKit includes more than 30 import templates covering various modules of the application.

Download Format


Why Use Download Templates?

Every import feature expects data in a predefined format.

Using the provided templates ensures:

  • Correct column names
  • Correct data structure
  • Reduced import errors
  • Faster data migration
  • Consistent formatting

Simply download the required template, enter your data, save the file, and import it through the corresponding module.


Available Templates

Import templates are organized by module for easy access.

Examples include:

Academic

  • Batch
  • Course
  • Subject Incharge

Student

  • Student
  • Student Update
  • Student Account
  • Student Document
  • Student Qualification
  • Guardian
  • Historical Student

Employee

  • Employee
  • Employee Update
  • Employee Account
  • Employee Document
  • Employee Qualification
  • Employee Experience

Examination

  • Exam Marks
  • Subject-wise Exam Marks

Fee

  • Fee Payment
  • Custom Fee
  • Transactions

Library

  • Books
  • Book Copies
  • Book with Copies

Inventory

  • Stock Category
  • Stock Item

Transport

  • Vehicle
  • Vehicle Incharge
  • Vehicle Documents
  • Vehicle Expense
  • Transport Stops

HR & Administration

  • Department
  • Designation
  • Timesheet

Reception

  • Enquiry

Finance

  • Vendor

Additional templates may become available as new modules are installed or updated.


How to Import Data

The general workflow is:

  1. Open User Menu → Download Format.
  2. Download the required Excel template.
  3. Populate the spreadsheet with your data.
  4. Do not modify the template structure or column headings.
  5. Save the completed file.
  6. Open the corresponding module.
  7. Use the Import feature to upload the Excel file.

InstiKit validates the imported data before saving it to the system.


Best Practices

For successful imports:

  • Always use the latest template downloaded from InstiKit.
  • Do not rename, remove, or reorder columns unless instructed.
  • Follow the required data format for dates, numbers, and codes.
  • Validate mandatory fields before importing.
  • Test with a small dataset before importing a large number of records.

Frequently Asked Questions

Can I create my own Excel format?

No. Imports should always use the templates provided by InstiKit to ensure compatibility.


Why are there different templates for similar modules?

Some modules support different import scenarios.

For example, the Student module includes separate templates for creating students, updating existing students, importing guardians, documents, qualifications, and user accounts.


Will new templates be added?

Yes. As new modules and import features are introduced, additional templates may be made available on this page.


  • Importing Data
  • Student Management
  • Employee Management
  • Library
  • Fee Management