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Bulk Upload of Student Data (xls or csv)

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Do you have more than 30 students in your childcare program or school? If you do, use a spreadsheet to upload your students into Procare Online more efficiently.

Procare Desktop Customers

This option is not available to Procare Desktop customers. Refer to this article to learn more about syncing data from Procare Desktop to your Engagement Functionality.


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When using the bulk upload spreadsheet template, do not edit the column names or move the columns. Doing so will cause errors in your upload and may cause it to fail. You can leave columns blank if you have no data to contribute.

Fill out your spreadsheet

1.

Download the template.

2.

Fill out the spreadsheet/template with your student information. Here is a list of the information you can include on your spreadsheet.

warningco.svg Columns A (Student First Name) and B (Student Last Name) are required; the other columns are optional.

Student Name:  

This is a required field.

Recommendation

For students with the same name either:

  • add their initial after their first name in Column A or

  • use a unique ID

Student Room

This is the student's primary room.

Note

  • Parents can only sign in/out of the primary room

  • Some reports contain the Primary Room filter. Students will appear in reports only when their designated primary room is selected.

Parent name, phone number and email address

Parent name, phone number and email address: If the name, phone number and email are exactly the same for two or more children, they will be linked together as siblings during the import.
Note: When entering parent email addresses, ensure the following:

  1. The email address is not a hyperlink

  2. Parent first and last name are entered

Authorized Pickups

Do not include the parents as authorized pickups, as this will create duplicates in the system.

infosld.svg Multiple authorized pickups can be added by separating each name with a comma.

Date of Birth

Upcoming birthdays will appear with an icon in the app, and you'll be able to quickly see the student's age on the website.

Address

Addresses are saved separately for each child's profile.

Allergies

Leave this blank if a child has no allergies; all children with information listed under the allergies column will appear with a red first aid cross on the web and mobile app.

Notes

These notes are for internal use by staff, and are not visible to parents.

Tags

Use tags to quickly find specific groups of students.

Student IDs and/or Family IDs

Include these if you have your own student or family ID system in place, otherwise leave these fields blank.

Unique IDs

Numbers or text used must be unique to each student. If the same ID is repeated or is the same as an existing student, the upload will merge students with the same ID into one student profile.

Upload your Spreadsheet

  1. Make sure you're logged in to your Procare account.

  2. Click this link to open the upload roster screen.

  1. A default tag is offered with the upload date and time. Tags can be helpful for filtering.

Learn more about Managing Tags.

  1. You have the options to:

    • edit this tag

    • choose not to include it or

    • edit or remove it after the import is completed

Important

Imports are currently limited to 100 rows. If your import exceeds 100 rows, it will fail.

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Review your Student Information

  • Go to My School > Students and review your import using the import tag.

  • If there are any issues with the import, you can inactivate the student profiles it created, then try again.

Next steps once your import is complete: