Import Custom Profile Field Values

Speed up onboarding by importing Custom Profile Field values in bulk.

About the Import Custom Profile Field Values Add-on

This add-on speeds up onboarding by allowing you to import Custom Profile Field data using a spreadsheet.

  • Custom profile fields that you’ve created are added to the template automatically as columns.
  • Templates are available for Customer, Student and Employee profiles depending on the custom fields you’ve created.
  • For custom fields with options (such as checkboxes or select menus), the options are added to the template for easy reference.
  • Step-by-step instructions are included to guide you through filling templates to avoid any errors.
  • Validation errors help you to easily identify mistakes in your file, allowing you to address them quickly.
Import Custom Profile Field Values Add-on download templatesImport Custom Profile Field Values Add-on spreadsheet example

Benefits

The Import Custom Profile Field Values Add-on is a great tool for onboarding clients, students and employees. Once you’ve created custom profile fields, you can use the relevant template to populate the fields in bulk and save a lot of time in the process.

More Free Teachworks Integrations & Add-Ons...

QuickBooks Online

An easy way to keep your accounting records up-to-date. Sync customers, invoices, payments and more with the click of a button!

Stripe Payments

Allow your customers to pay by credit card right from their invoice. Payments are automatically recorded and invoices are marked as paid.

Results Tracking

Record student results such as test scores, grades and more. Display results in chart and list format.

MailChimp

Create beautiful emails, track open and delivery rates using MailChimp. Sync your customers and employee lists with the click of a button!

SMS Lesson Reminders

Automatically send lesson reminders by SMS. Customize notification templates to include a personal touch.

Custom Invoice Emails

Send invoices by email and allow your clients to save, print and pay online. Modify invoice email templates to match different invoice scenarios.

Calendar Lock

Lock the calendar prior to a specified date to prevent calendar events from being changed. Set a fixed or trailing lock date.

Repertoire Tracker

Music schools & teachers can keep easily track of pieces students are learning and performing.