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#1 Emily

Emily

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Posted 15 July 2016 - 02:53 PM

You can upload child, parent and staff details onto Tapestry via CSV file. This is a quick guide to show you what the documents for these two sections should look like, as well as how to change the format, and some notes.

Below are three examples of excel sheets with all the titles of the fields Tapestry will ask for. The first is for child uploads, the second is for relatives and the third is for staff It is important that you add the field headings into the CSV file. 

Please note that it's easier to have two data sheets - one for children, and one for parents, but you can put them both on the same sheet if you like. You will still need to upload it twice though (once in the relative section and once in the child section).

Child: (Just in case you can't read those, they are: First Name, Last Name, Gender, DoB, UPN, EAL, FSM, SEN)

 

2016-11-04_16-25-47.png

 

Relative: (First Name, Last Name, Email). Please note that when you have imported this, you will be presented with 4 different options for account activation and password creation. This information can be downloaded with their email counterpart as a separate CSV file.

2016-07-15_15-50-01.png

 

 

Staff: (First Name, Surname, Email and Staff Type). Please note that when you have imported this, you will be presented with 4 different options for account activation and password creation. This information can be downloaded with their email counterpart as a separate CSV file.

Staff%20CSV.png
 

 

In order to change this to CSV format you should go to "File" > "Save As" > "Save as type:" " CSV (Comma Delimited)".

gfhfh.png

 

 

You should then be able to upload it as shown in the beginning of this tutorial.

There are a few things that you should note:

1) Tapestry expects the file to contain a row of headings followed by the rows of data with no gaps. If there are any blank rows, delete these and shift the remaining data up.

2) You can have extra columns of information but if Tapestry doesn't collect that data, they will just be ignored.

3) The only fields that absolutely have to be filled in with the child's data are "First Name", "Last Name", and "DoB", with the relatives data, "First Name", "Last Name", and "email", and with staff data 'First Name', 'Last Name', 'Email' and 'Staff Type'.

4) You can upload as many or as few people as you want this way - the only limitation for children will be that you're uploading equal to, or fewer, children than you have space for on your account.

Please be aware that you will have to connect each child to their relative manually. This is to prevent errors resulting in the wrong people having access to a child's journal.

 

 


Best wishes,
Emily





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