Import your childcare records start with a spreadsheet
Upload child and family records from a spreadsheet, match the columns, and review the results before saving.
You can…
- Upload spreadsheets of child and family records.
- Match columns before importing.
- Preview records before confirming.
- Validate required fields and formats.
- Review duplicate warnings.
- Map rooms and parent contacts.
- Import optional tuition plans and opening balances.
- Review totals before saving.
- Invite parents after reviewing the roster.
Start with the records you already have
Use a spreadsheet exported from your current system or prepared by your team. Map columns to the supported fields instead of copying every record by hand.
Review the financial details separately
Tuition plans and opening balances are optional import choices. Check the mapping and totals before confirming so a roster move does not quietly become an unexpected billing change.
How it works
- Upload the spreadsheet and match its columns to Ashby fields.
- Review records, warnings, and any optional tuition or opening-balance data.
- Confirm the import, check the roster, and invite families when ready.
Common questions
Does uploading a file immediately create records?
No. The guided import includes column matching and a preview before confirmation.
Does importing automatically invite every parent?
Review the imported roster and invitation status first. You can invite selected families or use the available bulk invitation action when ready.
Explore connected features
Child Records and Insights
Keep or import classroom rosters, attendance, incident records, family contacts, emergency details, and billing.
Billing & tuition
Create tuition invoices, collect online payments, and keep track of outstanding balances.
Family Applications and Enrollments
Organize prospective families, waitlists, visits, and applications for easy enrollment.
Make more room for care
Bring your team, families, and daily tasks together. Create your free account and set up your program at your own pace.