Milestone 2.7 Import your Existing Waitlist (optional)

The import tool is a very handy feature that allows you to import children to MyWaitlist in bulk. Before importing, ensure that your file is in the correct format. Kindly view this handy guide to complete your import file: Importing your Waitlist - User Guide for CSV file

1. Navigate to and select the Settings tab from the header menu. Then, select the service by selecting the Edit action button.

2. Then select Import Data from the left-hand sub-menu. Then click Start Upload

3. Select the Centre you'd like the list to be uploaded and locate the file. Click Upload. The data import file should be saved as a CSV file.

4. If your file has no errors, the import tool will let you know that your import file has been verified. It will also list the data from your CSV file. Click Import if all information is showing correctly.

If there are errors in the file, the import tool will let you know which rows and what the errors are in your file. Please refer to this User Guide for CSV file for the valid/accepted fields. Re-save the corrected file and click Try Again to re-upload the updated CSV file.

5. Step 1: Import Completed. The next Step is to select all the contacts from the imported file and select whether you want them imported as Waitlisted or Lead Status. Then click Import Contacts. 

Note: The tool imports 100 contacts at a time. You will have to select the contacts per page if you are importing more than 100 children's profiles.

6. When importing, you may choose to send families a welcome email. Families will receive the email template ‘Waitlisted created by Admin’ if importing as Waitlist or ‘Lead created by Admin' if importing as Leads. Click the checkbox below labelled  Send Email if you wish to send this communication. Then click Send/Submit.