If you have a large amount of children to enroll, you can enroll in bulk using the Import tool. Your
You must have the Child Enrollment permission enabled on your account to add participants.
- From the menu to the left, click Children and select List Children.
- Click
, and select Import.
- On the Import page, click the Download Template & Instructions link to download an Excel template and the accompanying instructions for completing the template.
Here are some important guidelines:-
- Headers: All headers in the template you downloaded must remain the same as provided. Changing these headers will prevent your import from completing successfully.
- Required Fields: Any fields highlighted in red on both the template and the import instructions are required information for enrolling children.
- Restricted Values: Some fields will only accept a specific value. For example, the Guardian_Type field only accepts one of the following: Mother, Father, or Other. Fields like this are set up as drop-downs within the template, so you can easily select the value you need. Refer to the instructions for additional information about these fields.
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- Complete your template and save it to your computer in a location you can easily locate.
- Return to KidKare and access the Import page again.
- Click Browse and navigate to the location in which you stored your import sheet.
- Select the sheet and click Open.
- Click Import.
- Once your import processes, the Import Preview page displays. Carefully review the information on this page to ensure that the data you entered is mapped correctly.
- Click View Another Record to review another record in your import, if needed.
- If there are errors, click Cancel Import, make corrections to your spreadsheet, and begin the import again.
- When you're ready to proceed, click Finalize Import. Once the import completes, the Import Complete confirmation displays.
- Lastly, click the Review KidKare Records button to return to the List Children page and review the records you imported. Update any information, as needed. The children circled in red in the image below are children that we imported to KidKare.