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Adding Children in bulk via CSV (spreadsheet) file


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On Tapestry it's possible to import children, relatives and staff in bulk, from a CSV file. You can see how to create a CSV file yourself from here, but you may also be able to export one from your school Management Information System.

Once you have your CSV file you can upload this from your Control Panel in your account. You can access this by clicking on your name in the top right-hand corner (1), selecting 'Control Panel' (2) from the drop-down menu and when you arrive on the Control Panel you'll need to select 'Manage Children' from the left-hand menu. 

 

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On the Manage Children page you will then need to scroll down to the bottom and click on the 'Choose File' button (1) to open your file explorer and find your CSV file. Next click (2) 'Upload'.

 

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You'll then be taken through a couple of steps to ensure that the information from the file you want to import ends up in the right fields in Tapestry.

Please note that the column titled 'input name' are the headings that are on your spreadsheet. You might not be able to import everything you put on there though, for example, you can't assign key children groups though a CSV file. Click here to see the headings that you can import.

For each option you will need to ensure the input name matches up to the Tapestry name, for example first name links to first name and not say last name (1). 

You can stop the process at any point by selecting 'Cancel Import' in the bottom left-hand corner (2) and after you've checked all the options, you can click 'Next Step' to continue (3). 

 

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The values of some fields may need some refining, such as checking the value of M in the gender column represents male (1), and the step two page gives you the option to adjust these. After checking them you can again click 'Next Step' to proceed (2).

 

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Finally, you can select which children from the original file you'd like to import into Tapestry.

If you want to import them all, just check the 'Select All' box (1). If you want to unselect any children, you just need to use the tick boxes (2). Once you're done, you just need to scroll to the bottom and select 'Import selected' (3) and the children should subsequently appear in your active children list.

 

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The children will now appear on your Tapestry as active or inactive if you do not have enough active children spaces remaining.

 

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