Adding multiple children to your centre can be a time-consuming task if done one by one. Thankfully, Mana offers a bulk upload feature to make this process quick and easy. Follow this guide to learn how to efficiently upload multiple children’s profiles into your centre in just a few simple steps.
Step 1. Prepare Your Spreadsheet
Before starting, you'll need to create a CSV file containing the required information for each child at each centre. To assist you, please refer to our sample template. Each individual team on Mana will require a seperate CSV to conduct the bulk upload.
Full Name: Each child’s full name.
**IMPORTANT**: Date of Birth: Enter each child's date of birth in the specific date format of "YYYY-MM-DD" . This can be enabled by conducting the following steps:
Step 2: Access the Bulk Upload Feature
1.Log in to Your Mana Account - ensure you click on your profile icon in the top right corner and select your centre's account.
2. Navigate to the Journey's Section on your Centre's account: "Journeys" tab is represented by a rocket ship. Note: If you are an Org Manager and signed into your org account you won't be able to see the Journeys view and will need to ensure you have invited yourself to the team accounts of your centre's so that you can access journeys. You can do this by the following steps: (1) Click on the Profile Icon in the top left and select your enterprise account > (2) Click on Users > (3) Find your user name and click the 3 dots on the left > (4) Select invite to team > (5) Make sure manager is selected and invite yourself to all the teams.
3. Select "+ New child" : Look for the “+ New child” option and click on it.
*IF YOU DON"T SEE THIS SCREEN* - it is because you haven't yet created a journey yet. To unlock this, click "+new journey" > Add a new child > Create the child's name (e.g. Test) > Click Done > Once the child's name is linked, you can now click the "X" in the top left corner and the account will be unlocked.
4. Select Bulk Upload: Look for the “Bulk Upload” option and click on it.
5. Choose Your File: Click on the “Upload File” button and select the spreadsheet you prepared and Press 'Next' to continue. Reminder that it will only accept CSV files.
6. Map Fields: After uploading, Mana will ask you to map the fields from your CSV spreadsheet to the field's required. Click on the arrow pointing down next to "No value" to select the title from your spreadsheet that matches the Mana field.
7. Review the Data: After uploading, Mana will display a preview of the children with their Date of Birth. Review this information carefully to ensure it’s correct.
8. Fix Any invalid records: If any invalid records are detected, Mana will highlight them with a red ! next to the child's name. Make sure to fix these before clicking 'next'
9: Confirm the Upload: Once everything looks good and all records are valid, click “Next.” Mana will ask you to confirm the action, click 'Next' again to begin processing the data. This might take a few moments depending on the number of entries.
10: Verify the upload: After the upload is complete, check the "Journeys" section to ensure all profiles have been added correctly. If needed, you can make manual adjustments.
Bulk uploading children into your centre is quick and easy with Mana. Just follow these steps, and your children's profiles will be set up in no time. Remember, If you need help, our support team is ready to assist!