Bulk Upload of Student Data (xls or csv)

1.

Open the template file.

2.

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

Profile Fields

Your school’s profile fields are included in the template. This includes profile fields created at the center level and corporate level.

Limited Rows

Imports are currently limited to 250 rows. If your import exceeds 250 rows, it will fail.

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

Primary Room

This is the student's primary room.

Note

• Parents/guardians 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.

Date of Birth

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

Address

Addresses are saved separately for each student’s profile.

Status

Select each student’s status from the available choices.

Status Dropdown Choices

This column contains choices that you can select from a dropdown. Do not edit or add new choices to this column.

Schedule

Use the following format for days on each student’s schedule: M, T, W, Th, F, S, Su.

• For schedules with multiple days, follow each day code with a comma; spaces are optional.

• For example, if a student attends on Mondays, Wednesdays and Fridays, enter “M, W, F” or “M,W,F“ in that student’s column.

Note

The days default to the full day and cannot be designated by AM or PM.

Schedule Tip for AM/PM Schedule

Add a Tag called Half Days for students with an AM/PM schedule, so you can easily filter the student list later to update their schedules.

Learn more about Managing Tags for Easy Filtering.

Allergies

Leave this blank if a student has no allergies; all students with information listed under the allergies column will appear with an allergy icon on the website and Child care mobile app.

Medication

Leave this blank if a student does not take medication.

Notes

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

Student Tags

Use tags to quickly find specific groups of students.

Parent Name, Mobile Phone, Email and Relation

Parent/guardian name, phone number and email address: If the name, phone number and email address are exactly the same for two or more children, they will be linked together as siblings during the import.

Note

When entering parent/guardian email addresses, ensure the following:

• The email address is not a hyperlink.

• Parent/guardian first and last name are entered.

Emergency Contact Dropdown Choices

The Parent Emergency Contact columns contain Yes and No options that you can select from a dropdown. Do not edit or add new choices to these columns.

Authorized Pickups

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

Emergency Contact Dropdown Choices

The Authorized Pickup Emergency Contact columns contain Yes and No options that you can select from a dropdown. Do not edit or add new choices to these columns.

Up to 3 authorized pickups can be added in separate columns.

Physician

You can enter the name, phone number, email address, type and additional notes for one physician per student.

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.