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:
Adding Services, Locations, Custom Forms and Custom Profile Fields
You can add multiple services, locations, custom forms and custom profile fields by clicking the "Save & Add Another" button. This will clear the fields and allow you to quickly add as many as you require.
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: