How it works:
If your center uses both Enroll and Manage, you'll see an "Export Families" button when connecting the systems (via Enroll > Automation > Marketplace > Current Integrations > LineLeader Manage).
Clicking this button will export relevant family and child data from Enroll to Manage.
What it exports:
Data for any child in any status from Wait List to Enrolled (Note that your organization might have custom names for these statuses)
If the child has multiple enrollment records, the most recent will be exported
Data for Guardians in an exported child's family
The export is intelligent:
If a record already exists in Manage, a duplicate record will not be created.
If a record already exists in Manage, they will be linked (if they aren't linked already).
Benefits:
Family data that's updated in one system will automatically update in the other system, keeping data in sync
No redundant data entry
Linked records for easy reporting
Bulk export saves countless hours vs manual transfers
With the new Bulk Export Families feature, you can seamlessly migrate families from Enroll to Manage in a few simple clicks. Please reach out if you have any questions!