Teachworks’ Import Templates: Speed Up Data Recording
If you’re switching to Teachworks from another tutor management system, or if you have data stored outside Teachworks and want to add it to your account for better organization, our import features can significantly speed up the process.
In this article, we’ll list all the import features you can find in Teachworks to help you work more efficiently.
1. Import Families & Child Students
This option allows you to import families and associated child students in bulk, using an import template spreadsheet. You can download the template by going to Students > Import Students and clicking the “Family Students Template” link. When importing families and child students, you can choose an import action to either create new profiles, or update existing profiles.
2. Import Independent Students
This option allows you to import independent students in bulk, using an import template spreadsheet. You can download the template by going to Students > Import Students and clicking the “Independent Students Template”. When importing independent students, you’ll be able to create new profiles or update existing profiles.
3. Import Teachers
This option allows you to import teaching staff in bulk using a spreadsheet. You can download the template by going to Employees > Import Employees and then clicking the “Teacher Template” link. Once you’ve completed the template, you can import it and choose to create new profiles, or update existing teacher profiles.
4. Import Staff
This option allows you to import administrative staff in bulk using a spreadsheet. You can download the template by going to Employees > Import Employees and clicking the “Staff Template” link. Once the template has been updated, you can upload it and choose to create new staff profiles or update existing profiles.
5. Import Custom Profile Field Values Add-on
If you’ve added a number of custom fields to your account using our Custom Profile Fields Add-on, this feature will allow you to update the custom fields in bulk through a spreadsheet. The import template that you download from your account will have all your respective custom fields included as columns.
6. Import Services
This option makes it possible to import services, along with costs and wages, in bulk. It is currently a limited access feature, so please reach out to our support team if you would like to use this feature.
7. Import Payments Add-on
The Import Payments Add-on allows you to import payments to Teachworks in bulk using a spreadsheet. Aside from speeding up accounting, you’ll also avoid unnecessary errors with the built-in validation the feature offers.
8. Import Results (Results Tracking Add-on required)
If you’re using the Results Tracking Add-on to record student progress, this feature allows you to import results in bulk. You can go to Students > Results Tracking and click the “Bulk Import” link in the sidebar to access the template.
For your convenience, we’ve also included an option to download your Result Groups. This makes it easy to ensure that you use consistent spelling and formatting and avoid any issues with the import.
Instructions For Completing Templates
To ensure your efficiency, we’ve created detailed guidelines for completing each template. Access these instructions on the same pages where you download the templates. If you have any questions, our support team is here to assist you.
Teachworks’ import features offer an efficient solution for streamlining data recording. Whether you’re switching tutor management software systems or adding external data to your Teachworks account, these features save you time and prevent errors. Import families, students, teachers, staff, custom fields, services, payments, and results effortlessly.