How to Transfer Your Data to ChildFriendly

This document explains how to import existing family, student, and staff records into ChildFriendly using the built-in import templates. You can download the appropriate template, prepare your data, and then upload it into the system so members appear in their respective modules.

Last updated About 13 hours ago

Step 1: Navigate to the Import Data Tab

At the top of the page, click the Center tab, then select the Import Data tab.

This tab allows you to import family, student, and staff data from your existing system into ChildFriendly.

Step 2: Download the Family Members Template

The best way to start adding existing data is by importing family members using the family template.

In the Import Data tab, click the Download Template icon in the top right.

From the list of available templates, select Family Members.

The template file should begin downloading immediately.

Step 3: Prepare and Populate the Family Template

Open the downloaded spreadsheet template.

Copy and paste your existing family data into this spreadsheet, ensuring:

  • All fields marked with an asterisk (*) are completed; these are mandatory.

  • The same family email is used for all individuals who should be grouped into a single family.

Once you have finished copying over all family records, save the updated file to your computer.

Step 4: Select the Import Type and Choose the File

Return to the Import Data tab in ChildFriendly.

Ensure that Import Family Members is selected in the import type dropdown.

Then click Choose File to locate and select your completed family template file.

Step 4: Upload and Review the Import

After choosing your file, upload it to the system.

Once you have added the spreadsheet into the system, it will appear in the list of uploaded files below.

If there are any failed uploads, review the validation errors shown in the last column. These messages explain why specific records failed so you can correct the data and re-upload if needed.

Step 5: Import Student Data Using the Same Family Email

Repeat the same process to import student data:

  1. Download the Student template from the Download Template icon.

  2. Populate it with your student records.

  3. Use the same family email used in the family import so each student is linked to the correct existing family.

  4. Select the appropriate student import type and upload the completed file.

This ensures students are added into their corresponding families in ChildFriendly.

Step 6: Import Staff Members Using the Staff Template

Finally, import staff members:

  1. Download the Staff template from the Download Template icon.

  2. Enter your staff data into the spreadsheet, completing all mandatory fields.

  3. In the import type dropdown, select the correct staff import option.

  4. Upload the completed staff template file.

Always make sure you are downloading the correct template and selecting the matching Import Data Type when uploading.

Step 7: Verify Imported Records in Their Modules

Once family members, students, or staff have been successfully uploaded:

  • Families will appear in the Families module.

  • Staff members will appear in the Staff module.

  • Students will appear within their associated families or student-related views, depending on your configuration.