As an added service for new programs, Playground will import your existing roster to get you started more quickly. If you are transitioning from another third-party system, please follow the steps below to export your roster.
💡 Your roster needs to be in CSV or XLSX format. These widely recognized spreadsheet file types help avoid potential errors that can arise from converting other file formats into CSV.
Table of Contents
Procare Desktop
Log in to Procare and click on Family Data & Accounting at the top.
Next click on Reports > Data Viewer > open the Family Data tab and select the Child Relationships report.
On the right hand side, ensure it's as of today's date.
Click Create.
Click the down arrow near Export and select Export to CSV
Procare Connect
Student & Family Data
Click on the Reports tab on the left.
Scroll down to the Management section and select the Student and Family report that includes authorized pickup.
4. Select the fields seen above.
5. Export the report.
Allergy Data
Please follow the instructions below to export your roster from Procare:
Log in to Procare and click on Family Data & Accounting at the top.
Next click Standard reports.
Select the Allergy report.
On the right hand side, please make sure it's as of today's date.
Click Create.
Click the downward arrow near Export and select Export to CSV.
Follow the instructions above for uploading the file to Playground but select the Upload Procare allergies/other rosters option.
Immunization Data
Log in to Procare and download an immunization report.
In Playground, navigate to any student's profile and lick on the immunization tab.
Click the blue Bulk Import button in the top right corner of the screen.
Drag and drop the immunization report from Procare and click the blue Continue button.
If you have any issues, please reach out to your onboarding specialist.
Staff Data
Log in to Procare and click on Employee Data at the top.
Next click on Reports > Data Viewer.
Open the Employee Data tab and select the Employee Information report.
On the right-hand side, please make sure it's as of today's date.
Click Create.
Click the downward arrow near Export and select Export to CSV.
Upload into Playground
Log in to the Admin Dashboard.
Click on the Students tab under the My School header on the left-hand side.
Click the Add Students drop-down menu in the top right corner and select Upload multiple students via roster.
Click on the gray box in the center of your screen and select the Procare roster CSV file from your documents.
The data upload will begin.
Click Finish in the bottom right corner and wait until all students are uploaded.
Brightwheel
When switching from Brightwheel to Playground, Administrators can export their student roster from Brightwheel and upload it directly into Playground using a CSV file. This process will create the new classes and add both the students and their guardians (with phone number and email address).
Prefer to watch a video? Click here
In Brightwheel, you'll select Reporting > Student Reports > Contacts to get to the Contacts report.
If you want to import just enrolled students, under Student Status select Active
You can make additional filter selections under Type of contact(s).
It's recommended to select Parents under Type of contact(s) as they will be imported as Primary guardians in Playground. This allows the Primary guardians to add and invite other Guardians on their own and choose if those people are primary or secondary guardians.
Click Create report button to generate the report.
Click Export above it.
You'll select the email address for the CSV report to be sent to and once received, please download the file to a location you'll remember.
Sandbox
💡 Please note, the only data that can migrated from Sandbox includes:
Child Name
Classroom
Address
Birthday
1 guardian with their email and phone number
Additional guardian names only
Login to your Sandbox account.
Click the Reports tab in the top right corner.
Open the Admin Reports under the Categories.
Select the Child List report.
In the Report Parameters:
Select today's date as the "Run report as of" date
Order by Class
Do not check off the Include Images checkbox
Uncheck any inactive classrooms
Click Export to Excel.
Early Learning Ventures
We currently do not have instructions for Early Learning Ventures. Please contact their support team to obtain the Active Children Report, which is often the best report for retrieving student information from this system.