As an added service for new schools, brightwheel will import your existing roster to save 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!

The preferred format for your roster is CSV or XLSX. These spreadsheet file types are universally recognized and will prevent potential errors that can occur when converting other file formats into a CSV.

Table of Contents


Procare

  1. Go to Family Data & Accounting

  2. Select Data Viewer

  3. Select Child Relationships as of Today’s date

  4. Click Create towards the bottom right of the screen to generate the report

  5. Click the down arrow next to the floppy disk and Export as CSV

  6. Do not edit this export; any changes made to this spreadsheet before sending it to brightwheel may complicate our process of converting the file into a format that our system can process and can result in errors.

    The report should look like the image below:

Please Note: Brightwheel will only upload students with an active status. Any withdrawn students or those without a status will not be imported to your brightwheel account.


Procare Connect

  1. Login to ProCare connect, and on the left-hand side, go to Reports

  2. Scroll down, under Management, and select students & family

  3. Select Custom (All Fields)

  4. Select all fields, then choose Generate Report

  5. The report will generate on the right side of Procare Connect, and then click to download

    The report should look like the image below:


HiMama

  1. Login to HiMama and open the Reports module

  2. Select the Child Profile section

  3. Scroll down to Filter data and please be sure to include all classrooms and Active students

  4. Select Generate Report, which will prompt the report to download as a .csv file (if you are unable to locate the file, check your Downloads folder)

    The report should look like the image below:


Sandbox

  1. Login to Sandbox and select Admin Reports

  2. Click on Child Roster

  3. Select Export to Excel


EZcare - Old (version 7.2)

  1. Use this document → Page 91 - Exporting Data Using EZ Viewer

  2. Open EZ-Viewer

  3. Click on the Export button

    • If you haven’t marked any rows to be exported because you’ve chosen your records via a selection, or you want to export all records, a dialog box will appear, asking if you want to export a current record or export all records

  4. The normal response will be All to export all displayed records

  5. The system then prompts you for a filename

  6. When you export from a Child tab view, you must decide if you want one record by family (Horizontal layout) or separate records from each child (Vertical layout) - please select the Vertical Layout (creates an export with separate records for each child)

    The report should look like the image below:


EZcare - Post ProCare Buyout (version 22.05.01)

  1. Use these instructionsChild EZ-View

  2. Open EZ-Viewer

  3. Go to the Records tab

  4. Click in the EZViewer Icon, which is a grid with an eye to the right of the Records dropdown

  5. Select the View Name dropdown and click Add New

  6. Name your view with your school name

    • If you are exporting a roster for a school with multiple locations, please name the view with the specific location name

  7. Change the Topic/Drawer to Child

  8. Add all available fields for Child and Person

  9. Click Save & View Records

  10. Click the checkbox in the top left corner of the results to select all records

  11. Click Export and select the option to export as a .csv file


SmartCare

  1. Login to SmartCare and select Reporting

  2. Click on Directory (Roster), then select all fields that apply (please include child first and last name, and homeroom at a minimum)

  3. Refresh the report

  4. Download this report as an XLS or CSV file

    The report should look like the image below:

Please Note: Sometimes from the SmartCare export the column headings may end up misaligned from the column bodies, and column content may be merged. In this case, we can still accept the file.


Seesaw

  1. Sign in to Seesaw as an Admin

  2. Click on the Classes tab

  3. Click on the [...] button

  4. Click on Download CSV of Class Rosters


Childcare SAGE

  1. Use this manual and see Page 35 - ‘Contacts report’ + select all fields: Childcare Sage Manual


Jackrabbit

  1. Go to the Students menu

  2. Select Student Reports or the Reports

  3. Select Families/Students from the left menu

  4. Choose Recommended, and then select the Student Detail Report.

  5. You can filter your list of students using any or all of the available Search Criteria and Jackrabbit will compile a report of students who meet ALL of the criteria chosen

  6. Click on Submit

  7. Click the three-dot More icon to export the data to Excel


LifeCubby

  1. Login to LifeCubby and select the Active Parent Roster

  2. Click Manage My Program and run the report as an Excel spreadsheet

  3. Go back and select the Active Student Roster

  4. Click Manage My Program and run the report as an Excel spreadsheet

Please Note: Our team needs both exports to be submitted. If you are not able to provide both, our team will at least need the active parent roster and we recommend allowing parents to edit child information in their brightwheel account.


Blackbaud

💡 Review Blackbaud's specific help center article on this process here!

  1. Login to Blackbaud and select Classes to open a dropdown menu

  2. Select the specific courses from within this dropdown menu, then select the Roster tab

  3. Click Run Roster/Student Reports and select the Course Roster report

  4. Export this report as a CSV, Excel, or Numbers file

  5. From Run Roster/Student Reports, you can also select the Emergency Contacts report

  6. Export this report as a CSV, Excel, or Numbers file


ClassDojo

💡 Review ClassDojo's specific help center article on this process here!

  1. Login to ClassDojo and open your class

  2. Click the Options on the right and select View Reports from the drop-down menu

  3. Click on the blue This week button in the left corner of the Reports screen. Set the date range for the report you'd like to view in the drop-down menu

  4. Click the blue Print button in the right corner of this screen to save your report as a PDF file


Dubsado

💡 Review Dubsado's specific help center article on this process here!

  1. To export all of the existing clients, head to Utilities >> Address Book

  2. In the upper right, click Export and choose Email Addresses

  3. This will generate a CSV file that contains the following fields for all of your clients:

    1. Client First Name

    2. Client Last Name

    3. Phone Number

    4. Email Address

    5. Street Address Line 1


CuraCubby

💡 Review CuraCubby's specific help center article on this process here!

  1. Open Curacubby and click Simple Reports

  2. Click New Report, and type in the title (such as ‘Roster Export’)

  3. Click Add Section and then click to expand the section

  4. Type in the title, and type ‘all’ in the tag list to include all students

  5. Click any of the checkboxes next to the information you want to include

    • For a roster export, you will need First Name, Last Name, Birth Date, Parent 1 Name, Parent 1 Mobile, Parent 1 Email, Parent 2 Name, Parent 2 Mobile, Parent 2 Email

      • You may also include Address, City, State, Zip, Doctor Name, and Doctor Phone if you would like

  6. Click Create Simple Report - use the Eye icon to view the report, and use the ‘+’ to expand a row

  7. Download the report as an XLS file by clicking the Download button at the bottom of the report


QuickBooks

💡 Review QuickBook's specific help center article on this process here (under Export Excel Files > Customer/Vendor/Payroll list and transactions)!

  1. Open the Customer/Vendor/Payroll Center

  2. Select the Excel dropdown

  3. Choose Export Customer list

  4. In the Export window, choose whether to create a new worksheet or update an existing one

  5. Click the Export button (QuickBooks will open MS Excel)

  6. Save the file

    The report should look like the image below:


Tadpoles

There is not currently a way to export a student roster from Tadpoles. Reach out to their Support team to determine what assistance they can provide for this request.

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