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
Open your profile menu, select Switch and choose the centre account you are uploading children into.
Open Journeys and select Add child.
Select Try bulk upload to open the bulk import.
If the child creation or import control is unavailable, ask a manager to check that you are in the correct centre and have the required access. Do not create a test child or another Journey just to make an import control appear.
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!