Importing Pets/Family Members

Modified on Thu, 22 May at 11:59 AM

MyTime makes it easy to add multiple pet or family member profiles at once. This article provides a step-by-step guide to help you import child profiles quickly and seamlessly into your MyTime account.

Things to Know:

The ability to import children (pet/family member) is controlled by the "Manage Client Setup" access control setting.
Do not delete or reorder any columns in the spreadsheet, except for the custom field columns.
For a successful import, ensure the file is in CSV format. Importing any CSV file other than the MyTime children import template may

CONTENTS

Import Children List
Column Descriptions

Import Children List

To import children:

1. Navigate to the Clients tab

2. Select the ‘Manage Clients’ drop-down menu > Import Children

3. The screen below will appear. Download the MyTime Children Import Template

4. Find the downloaded Excel spreadsheet on your computer and open it using Microsoft Excel or any compatible spreadsheet software

5. Enter the pet/family member information into the designated columns. Verify the accuracy and completeness of the data to ensure a seamless import process

6. After completing the entry of your pet/family member information in the MyTime Children spreadsheet, save the Excel file as a CSV

7. Return to the Import section and then click the "Upload" button

8. Select the CSV file from the download list. Once your file has been uploaded, click the "Import" button

Congratulations! You've successfully imported children into MyTime using a CSV file.

Column Descriptions

Column	Description
child_id	A unique ID for the pet or family member. This is required for new pets. If you don’t already have one, generate a unique ID.
client_id	A unique ID for the client. Required for new clients and used to link each child profile to the correct client. If you don’t have one, generate a memorable ID (e.g., a simple number sequence).
mytime_child_id	The internal MyTime ID for the child. Automatically generated by MyTime for existing child profiles. Leave this field blank when importing a new pet or family member.
mytime_client_id	The internal MyTime ID for the client. Automatically generated by MyTime for existing client profiles. Leave this field blank when importing a new client.
deleted	Indicates whether the child profile should be deleted. Enter FALSE to keep the profile or TRUE to delete it.
custom_field X	The UUID for a custom field. You can include any number of custom fields, such as gender, age, pet_name, first_name, vet_name, etc. Replace X with the appropriate field reference.

For more information, contact support@mytime.com.