Provide your bookings and attendance data to Ento via CSV import by following the steps below. We'll step you through how to:
Step 1: Download the CSV template
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Go to Core HR > Account Data > Import Data
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Click Create New
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From the Type dropdown, select Demand Driver Sync
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In the purple bar, select Click here to download a template file.
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A CSV file will download. Save it with a meaningful title.
Ento Tip: Download a new template file from Ento every time you prepare an import, to make sure your file format reflects any Ento feature changes.
Step 2: Put your data in the template file
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Open your template file. Your template file will contain the column headings shown below.
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Put your data in the template, following the guidance below and making sure:
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Date column is formatted as YYYY-MM-DD
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Time column is formatted as hh:mm:ss
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Save your template file.
Your populated file will look something like this:
Guidance on preparing your data
Here we explain what data to put in each column of your template file.
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Time |
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For Attendance data, each row needs to be per 15-min interval. So instead of receiving a row of data every time a child arrives or leaves, we need to see the total attendance at 08:00:00, 08:15:00, and so on. For Bookings data, there is only one value for the entire day so enter 00:00:00 in the Time column. |
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Demand driver ID |
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This column indicates whether each row is bookings data or attendance data. For example, we often see values like NURSERY_ATTENDANCE and NURSERY_BOOKINGS in this column.
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Value |
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This is the total number for the date and time interval in each row. |
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Area ID |
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This is the Ento ID for the Area or Centre Group, which you can find or check in Core HR > Organisation Structure > Areas/Centre Groups. |
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Type |
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This indicates whether your data is a forecast or actual. For historical data put actual in the Type column; for future forecast data put forecast in the 'Type' column. |
Step 3: Import your file into Ento
Once you've put your data in the template file, you're ready to import it into Ento! 😃
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Go to Core HR > Account Data > Import Data
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Click Create New
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From the Type dropdown, select Demand Driver Sync
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Under File, click Select and choose your saved file.
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Under Mode select Create and Update
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Click Save
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Ento will begin processing your import and display a progress bar. When your import is complete, there will be a summary results and any errors in your data.
Ento Tip: All past imports are listed on Core HR > Account data > Import data, where you can download and view the file that was imported.