1. Establish the public profile
Confirm the organization identity, locations, public contacts and ownership before private workspace setup.
Migration
Move in stages, not all at once
Start with the public Organization Profile, choose the operating mode that fits, and only move private operations when the institution is ready.
Clear workflow, clear boundaries
Plan an accountable move from spreadsheets or an existing system into classly.
2. Choose an operating mode
Link to the current system, run on classly, or keep the Profile without forcing a migration decision.
3. Move controlled data
Define owners, field mappings, validation and cutover checks before importing operational records.
Ready to bring the workflow together?
Start by creating or claiming the Organization Profile, then choose the operating mode that fits.