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Student Upload Tool Overview

[All Staff] Easily export and upload your program's student and family information, letting our team do the work for you!

Sabrina avatar
Written by Sabrina
Updated this week

Adding students to your brightwheel account early is vital to successfully implementing brightwheel at any center.

We’ve simplified the process by enabling programs to upload student and family information in any format using our Upload Tool. Our team will import the data into your account, usually within two business days or sooner!


Export Current Student Roster

We accept student and family information in many formats and we even provide a template to use if needed. Review our Export Student Rosters from Other Systems resource to see if your current provider is listed for easy export instructions!

💡If available, we recommend only exporting active students from your previous system. This will prevent confusion and ensure only the students actively enrolled in your program are imported to brightwheel.


Upload Student Information

Once you've exported your roster from another system, or you've gathered documents with student information, 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 using this feature to update profile information for multiple students at once. Visit our Bulk Update Students via Upload Tool resource to learn more.


Next Steps for Admin

While your student and family information is being processed, it's a great time to set up the rest of your account:

  1. 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.

  2. Add Teachers and Staff - 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 as adding rooms before your roster is fully processed may result in duplicate rooms.

  3. 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.

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