Exporting your roster

Both products can hand you a spreadsheet of your children and families. Here's where to find it.

Brightwheel

1. Sign in to Brightwheel on a computer (not the mobile app) as an administrator.
2. Open My School, then Students. Make sure the roster filter shows all rooms and includes active students.
3. Click Export (top right of the students list) and choose Student Roster, or Students & Contacts if you see it — that version includes parent emails.
4. Brightwheel emails the file to you or downloads it directly. Save the .csv.
5. Come back to this page and upload it. The columns Student first name, Last name, Birthday, Room and Parent email are matched automatically.

If you only see a PDF option, look for the Roster report under Reports — it has a CSV download.

Procare

1. Sign in to Procare (Desktop or Procare Online) as an administrator.
2. In Procare Online, open Reports, then Children, then Child Roster. In Procare Desktop, use Family Data & Accounting, then Reports, then Roster.
3. Set the status filter to Enrolled (or All, if you'd like to bring over waitlisted children too) and choose all classrooms.
4. Choose Export or Save As and pick CSV (comma-separated). Excel files also work if you save them as .csv first.
5. Come back to this page and upload it. Child First, Child Last, Birth Date, Classroom and Primary Contact email are matched automatically.

Procare sometimes exports guardians on separate rows from children. That's fine — we match families by the guardian's email.

Then upload it here

Back on the Families step, pick the product the file came from, choose the file, check the matched columns, and press Import. Rooms are matched by name, so if you named your rooms in the previous step the children land in them automatically.