As an added service for new schools, brightwheel will import your existing staff roster to save you time and get you up and running faster.
If you are coming to brightwheel from another third-party system, please follow the relevant steps below to export your roster. No re-formatting is necessary, our team will take care of the rest!
Table of Contents
Procare
Open ProCare
Select the Family Data & Accounting tab at the top of the screen
In the drop-down menu, click Reports, then Data Viewer
Click Employee Data > Filtered Reports > Address and then Contact information Summary
In the As of Date field, select today’s date
Click Create in the bottom right of the screen to generate the report
Once the report has been generated, click the down arrow next to the floppy disk on the bottom left and select Export as CSV
Procare Connect
Login to ProCare Connect
On the left-hand side, go to Reports
Scrolling down, select Staff Detailed under Management
Select all that apply
Click Generate Report
Once the report generates, then click Download
Sandbox
Navigate to the Report tab, click on the report with staff information, and select Print/Preview
In the PDF that opens in a separate tab, save or print the report
💡 You may be able to click Export to Excel, where it will download the Excel file for you.
Seesaw
Sign in and navigate to the School Dashboard
Tap on the Classes tab
Select the three dots [...] at the top of the results table
Click Download CSV of Class Rosters
ChildWare
Login to ChildWare
Click Reports/Docs in the blue bar along the top of the screen
Select Reports from the drop-down menu
Choose Staff
At the top of your screen, locate the export Icon
Click Print to save the report as an Excel file
QuickBooks
Select the gear icon
Under Tools, select Export Data
Select the Lists tab
Using the toggle, select Employees
Click Export to Excel
Select OK to go back to QuickBooks
Playground
🚩 This roster will include all active and inactive staff members. Filters will not apply to the downloaded roster.
From your Admin Dashboard, click My School
Click Staff
Select the blue Download Roster button in the top right corner of the table to download the file to your computer
ChildPlus
Click on the Reports tab and choose Export
Select report 6501 - Data Export
Check Personnel
Choose the ASQ Export transformation record from the list
Click on the Personnel box
Select Export to XML
Choose the location on your computer where you want to save the file
Save the export file as a .csv file. To do this the file name will be to end with a .CSV. You will manually need to highlight the file's extension (this will be the last three letters of the file name) and type csv instead
Click Save
Brightwheel
If you are taking over a school that used brightwheel previously, the staff roster from the previous provider can be exported and then uploaded to the new account. You'll want to take steps to export the Staff details Report.
💡If you do not have access to the old brightwheel account yourself, we recommend contacting the previous owner to get the export sent to you.