You can import children in batches, using a provided template and instructions. When you import child information, the system creates new records where none exist. If a child record already exists and you import the record again with changes, the existing record is updated. Any duplicate records are ignored during the import.
Required Permissions: You must have the Import Kids permission enabled on your account to import children.
To import children from an Excel® (.XLSX)spreadsheet:
- From the menu to the left, click Kids.
- Click and select Import.Note: You can also click Setup from the menu to the left and select Import to access this page.
- If you are just getting started, click the Download Template and Instructions link.
- Format your data according to the template and the PDF instructions.
- Save your spreadsheet as an .XLSX file.
- Click Browse and browse to the location on your computer where the template is stored.
- Click Import.
- If there are any errors in the import, the Import Errors page opens. Review the errors and click Continue Import or Cancel Import. If you cancel the import, resolve any errors and try importing your spreadsheet again.
- If there are no errors in your import, or if you specified to continue the import, the Import Preview page opens and displays a sample record.
- At this point, you can do the following:
- Click View Another Record to view another sample record.
- Click Cancel Import to cancel the import and update your template.
- Click Finalize Import to complete the import process.