Importing child data

Importing child data



If you have existing data on children, you can import them into the system all at once. You can do this yourself, but it's recommended that you contact the eyworks team if you want to import data. Technically, you can import any CSV file into eymanage, but it may be better to download the child import sheet attached to this article.
  1. Click on  Children in the sidebar
  2. Click on the  icon in the top right to take you to the import page.
  3. Under Import Children, click on Browse to select a CSV file to import, then Open it.
  4. Click Next to see a list of all the data from the CSV file.
  5. Click on the drop-down menu above each column to choose which field in the child profile this data aligns to. The First Name, Last Name, Date of Birth, and Legal Gender fields are mandatory and must be selected to continue with the import.
  6. Check Skip if you don’t want a particular column to be imported into the profile. 
  7. Click Next.
  8. On this page, you'll be able to edit any of the data you’ve imported.
  9. Click Next again to finish the import.
Not all options and fields can be filled in during an import. Certain things, like giving a parent eylog access, must be done manually on the child’s profile.

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