Switching to Teachworks

Teachworks has a different data architecture than TutorPanel, so it isn't possible to simply transfer records from TutorPanel to Teachworks. However, we have a lot of tools that make it more efficient to import records when setting up your Teachworks account.

Importing Employees and Students

If you need to upload a large number of employees and/or students, you can use the import feature. This allows you to enter the information for each employee or student in an Excel template and then upload the template to create records.  You can find more information about importing in the articles below:

Importing Employees
Importing Students

Adding Services

You can add multiple services efficiently in succession by clicking the "Save & Add Another" button on the Add Service form.  This will save the record and open the form again for adding another service.

If you have a lot of services you can also import them using an Excel template from your administrator account by going to the URL https://YOUR-SUBDOMAIN.teachworks.com/services/import (replace YOUR-SUBDOMAIN with the subdomain for your Teachworks account).

Adding Locations

You can add multiple locations in succession by clicking the "Save & Add Another" button on the Add Location form. This will save the record and open the form again for adding another location.

Importing Custom Field Values

If you have created custom profile fields you can import values for these fields using the Import Custom Profile Field Values add-on.

Adding Multiple Subjects

You can now add multiple subjects at once by using a comma-separated list.  Please refer to the following article for more details and step-by-step instructions: Managing Subjects.

Import Customer and Package Balances

If your customers have balances or package balances from a different software program, you can view the following articles to setup a starting balance and package balance:

Setting Up Starting Balances
Setting Up Starting Package Balances

Note: When switching to Teachworks from a different software program, we generally don't recommend re-entering historical records.  Instead, it's best to begin using Teachworks for scheduling and invoicing on a specific date.  If you need to access records from prior to that date you can refer to any backup files from your previous software program.