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Migration

Switching platforms is usually a nightmare. Exporting data, reformatting spreadsheets, manually re-entering every student and instructor, and rebuilding your schedule from scratch is the kind of work that keeps schools on software they've outgrown. Migration in Sky Schedule is built to handle the heavy lifting.

You can import people, historical invoices, and your future schedule. Each import has a few prerequisites so records match correctly, but the process is designed to be drag-and-drop simple.

Import People

Step 1 - Export your people
In your current software, go to Reports (or wherever your contact list lives), open Contact Information, and export the file as Excel or CSV.

Step 2 - Filter to active members
Before exporting, set the status filter to Active so you skip inactive contacts you do not need to bring over.

Step 3 - Import the file
Drop the file into Sky Schedule. The platform parses names, emails, phone numbers, and roles automatically.

Step 4 - Review and invite
Review the list, select everyone you want to bring over, and invite them in a few clicks. Accounts are created so you can schedule and bill without waiting on manual data entry.

Sky Schedule migration dashboard for importing people

Import Invoices

Bring over historical invoices from your previous software so students and instructors have receipt history in Sky Schedule.

  1. Make sure all people are imported and settled in Sky Schedule first. Invoice matching relies on people already existing on their accounts.
  2. In your previous software, export an invoice detail report as Excel or CSV.
  3. Drop the file into Sky Schedule. The import matches people to their older invoices and associates them as receipts on the correct accounts.

Import Future Schedule

Prefill upcoming reservations instead of rebuilding your calendar by hand.

  1. Confirm all people and aircraft are already in Sky Schedule.
  2. In your current software, open reservations with a reserved status for future flights and export that file.
  3. Drop the export into Sky Schedule. The import prefills schedule entries for you based on the file.

Start with people, then invoices and schedule. That order keeps matching accurate and gets your school operational in Sky Schedule much faster than rebuilding everything manually.

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