Adding students to your brightwheel account early is vital to successfully implementing brightwheel at any center.
brightwheel has made this process as easy as possible by allowing programs to upload their student rosters and have our team import the roster into the program's account within two business days, but typically faster!
Export Current Roster
We accept rosters in many formats (CSV, XLSX, PDF, and DOC), and we even provide a template to use if needed. Preferably, use CSV or XLSX format as these are universally recognized and minimize errors when converting to a CSV.
Review our Roster Exports from Other Systems resource to see if your current provider is listed for easy export instructions! You'll want to find the reporting option containing student, parent, family, and emergency contact information.
💡If your current platform has the option to filter based on student status, we recommend only exporting active students. This will prevent confusion and ensure only the students actively enrolled in your program are imported to brightwheel.
Upload Your Roster to brightwheel
Once you've exported your roster from another system, you can easily upload it to your brightwheel account on the web! Follow the upload steps here to complete this process.
Once uploaded, our team will finalize the import on your behalf within two business days, but typically within the same day. The timeframe may vary based on file type and any work involved in converting the file into a readable format. Providers will receive an email notification once the import is complete.
💡 Once student profiles are in brightwheel, providers can save time by also using the roster upload tool to update profile information for multiple students at once. Visit our Bulk Update Students via Roster Upload Tool resource to learn more.
What Next (for Admins)?
If you are new Administrator using brightwheel, while the file is being processed, this is a great time to set up the aspects of your account that are not impacted by your roster upload.
Create Billing Plans & Set Up Charges - Billing plans are the core of brightwheel’s billing platform. Billing plans allow you to automate recurring charges, saving your staff hours by eliminating manual work. Billing plans define the schedule for when charges will be invoiced to payers regularly so get started creating these!
Add Teachers and Staff - Teachers and staff are added individually. While you’re waiting for students and parents to be imported, you can use this time to get your staff added to brightwheel. Hold off on assigning them to rooms until after your roster has been imported (adding rooms before your roster is fully processed may result in duplicate rooms).
Start Creating Lessons & Lesson Plans - To get the most out of brightwheel, leverage our learning platform to help your teachers structure their day, and quickly log observations based on the lesson.