Exporting Family Members

Modified on Wed, 18 Jun at 3:26 PM

Exporting family member data is essential for businesses to manage family member information efficiently. Whether for data analysis or maintaining up-to-date records, the ability to export family member information can streamline various aspects of your operations. This article will guide you through the process of exporting family member data from our platform, ensuring a smooth and efficient experience.

Things to Know

The "Allow Access to Client Configuration & Import/Export Tool" access control setting determines whether staff members can export family member records.
When exporting family members, the system exports all default fields as well as any custom fields.
For franchise businesses with global clients activated, the family member list cannot be exported at the parent level.
When exporting family members, you have the option to export either all family members or only those that meet certain filtering criteria:
Export Children – This option focuses on exporting information related to family members.
Export Filtered Children – This option allows you to export family member information based on the locations specified in the location filter. This option is not available for accounts without a child type configured.

Contents

How to Export Family Members
Exported Data Columns

How to Export Family Members

Navigate to the Clients tab
Open the Manage Clients drop-down menu and click Export Children or Export Filtered Children
A CSV file will be downloaded and saved to your device

Exported Data Columns

Column	Description
child_id	The unique external ID from the import spreadsheet. If the family member was added manually, this will be blank.
client_id	The unique external ID from the import spreadsheet for the client. Blank if the client was added manually.
deleted	Indicates if the family member should be deleted: "FALSE" means do not delete; "TRUE" means delete.
mytime_child_id	The unique internal MyTime ID assigned to the family member. This ID is generated by MyTime and visible in the profile URL.
mytime_client_id	The unique internal MyTime ID assigned to the client. Visible in the client’s profile URL.
date_of_birth	The family member’s birthdate.
first_name	The family member’s first name.
gender	The family member’s gender.
last_name	The family member’s last name.
notes	Notes found on the family member’s profile.

For more information contact us at support@mytime.com