Updating Profiles Using Import
Warning: Using import tools to edit profile data will overwrite existing data in DAISEY.
- Any existing profile data that overlaps with data entered in the template will be replaced.
- Any data fields left blank in the template will be imported as blanks. If only a few fields need to be updated, it is best to edit profiles manually.
- If an incorrect ID number is entered in the data template, data for that record will be lost and overwritten.
The import tools can be used to overwrite existing child, caregiver, or environment profiles. Users cannot overwrite family or environment activities using the import function.
To edit multiple existing profiles using import:
- Download the data template for the type of profile to import (see Downloading Data Templates).
- Hint: Search for “Child Profile”, “Caregiver Profile”, or “Environment Profile” in the “Category” column to find the correct template.
- Fill in data in the Excel template.
- Use ID reports to specify which profile(s) to overwrite (see Matching ID Numbers Using ID Reports).
- Hint: Use data from a profile export to fill in unchanged data (see Exporting Data).
- When finished, import the file using the “Import Data” sidebar link (see Importing Completed Data Templates).