Who can see it
The Upload Families Importer button is permission-gated. If you don't see it, your user account does not have the Upload Families Importer permission enabled. Contact your account administrator or manager to have this permission enabled for you.
How to find it
Go to the Families page.
In the top-right toolbar (next to Filters and Group Action), look for the folder-upload icon button. Hovering over it shows the tooltip "Upload Families Importer."
Click the icon to open the upload window, select your CSV file, and submit.
Once submitted, your file is queued for processing — you'll receive an email with the results when it's finished.
The email will summarize the upload results and include two files--one showing duplicate rows and the other showing errors which prevented upload. (The error reporting is in the last column.)
The duplicates file is just informational; one family will have been uploaded no matter how many times the data was in your file or already in your system.
The error file represents records that did not upload. You should go through the errors listed in the last column of that file, fix the issues, and re-upload the rows that previously errored out.
Formatting your file
The first row of your CSV must contain column headers exactly as listed below — only recognized headers are accepted. An unrecognized or misspelled header will cause the entire file to be rejected.
Each row represents one guardian and, optionally, one child. To include multiple children for the same family, use multiple rows with the same guardian information repeated.
Field Reference
LOCATION NAME – Required. Must exactly match the name of an existing Location in your account.
LEAD SOURCE – Required. Must match one of your account's configured Lead Source values.
LEAD INQUIRY TYPE – Required. Must match one of your account's configured Inquiry Type values.
LEAD ADDED DATE – Optional. Date the lead was added; defaults to today's date if left blank.
LEAD FIRST NAME – Required. Accepts any text value.
LEAD LAST NAME – Required. Accepts any text value.
LEAD EMAIL ADDRESS – Optional. If present, must be formatted like an email address (e.g. user@domain.com).
LEAD PRIMARY PHONE – Optional. Accepts a phone number.
LEAD PRIMARY PHONE TYPE – Optional. If present, must match one of your account's configured Phone Type values (e.g. Mobile, Home, Work).
LEAD ADDRESS – Optional. Accepts any text value.
LEAD CITY – Optional. Accepts any text value.
LEAD STATE/PROVINCE – Optional. Accepts any text value.
LEAD ZIP/POST CODE – Optional. Accepts any text value.
LEAD DO NOT CALL – Optional. Accepts Y/N.
LEAD DO NOT EMAIL – Optional. Accepts Y/N.
LEAD DO NOT TEXT – Optional. Accepts Y/N.
LEAD MARKETING CAMPAIGN – Optional. Must exactly match the name of an existing Marketing Campaign.
LEAD COMMENTS – Optional. Accepts any free-form text.
LEAD RELATION TO CHILD – Optional. Must match one of your account's configured Relationship values (e.g. Parent, Guardian).
FAMILY INTEGRATION ID – Optional. Links this family record to an ID from an external system.
LEAD INTEGRATION ID – Optional. Links this lead record to an ID from an external system.
STATUS – Required. Must match one of your account's configured Status values.
STATUS DATE – Optional. Date of the value in the STATUS column.
STATUS REASON – Required for certain statuses. Must be from the "Reason" list for that status (e.g. for Wait List status, must match one of the reasons listed in Families > gear icon > Family Hub Settings > Standard Child Fields > Wait List Reason). Leave blank for statuses that don't use a reason.
CHILD FIRST NAME – Required if a child is present. Accepts any text value.
CHILD LAST NAME – Required if a child is present. Accepts any text value.
CHILD BIRTH DATE – Required if a child is present. Accepts standard date formats.
CHILD GENDER – Optional. Must match one of your account's configured Gender values.
CHILD ESTIMATED DOB – Optional. Accepts Y/N — flags whether the birth date is an estimate.
CHILD PREFERRED NAME – Optional. Accepts any text value.
CHILD COMMENTS – Optional. Accepts any free-form text.
CHILD CLASSROOM – Optional. Must match the name of an existing classroom at the location in LOCATION NAME.
CHILD MONDAY-AM / CHILD MONDAY-PM – Optional. Accepts Y/N for each half-day the child attends.
CHILD TUESDAY-AM / CHILD TUESDAY-PM – Optional. Accepts Y/N for each half-day the child attends.
CHILD WEDNESDAY-AM / CHILD WEDNESDAY-PM – Optional. Accepts Y/N for each half-day the child attends.
CHILD THURSDAY-AM / CHILD THURSDAY-PM – Optional. Accepts Y/N for each half-day the child attends.
CHILD FRIDAY-AM / CHILD FRIDAY-PM – Optional. Accepts Y/N for each half-day the child attends.
SIBLING IN CARE – Optional. Accepts Y/N.
CHILD OF STAFF – Optional. Accepts Y/N.
IS FEE PAID – Optional. Accepts Y/N.
DATE FEE PAID – Optional. Accepts standard date formats.
FEE AMOUNT – Optional. Accepts a dollar amount.
CHILD FULL DAYS – Optional. Accepts a number from 0–5.
CHILD HALF DAYS – Optional. Accepts a number from 0–5.
CHILD ADDED DATE – Optional. Defaults to the LEAD ADDED DATE value if left blank.
CHILD START DATE – Optional. Accepts standard date formats.
CHILD INTEGRATION ID – Optional. Links this child record to an ID from an external system.
CUSTOM LEAD: [Field Name] – Optional. Populates a custom guardian field.
[Field Name]must exactly match an existing custom lead field already set up in your account.CUSTOM CHILD: [Field Name] – Optional. Populates a custom child field.
[Field Name]must exactly match an existing custom child field already set up in your account.
Upload Template
Here is a template you can use for uploading. It has a couple rows of example data and a row indicating required fields and other notes.
To use the Template:
Click the file below to download it to your device.
Delete the "Required" row and the two rows of example data.
Delete the last two columns; they are examples showing how you'd upload custom guardian or child fields.
Populate the template with your data, save it, and upload it.