Import enrolments from your CCMS

1. Click Refresh data in the sidebar.
2. Under Choose dataset, pick Enrolments.
3. Under Source system, pick your CCMS: OWNA, Xplor, Kidsoft, Kinderm8, or Other / not listed.
4. Follow the export steps Floreo shows for your system. For OWNA they are:
   1. Sign in to OWNA and go to Admin, then Reports.
   2. Open the Enrolments report and filter to active children.
   3. Export as CSV.
5. Click I’ve got my file, then drag the file into Upload file. CSV, .xls and .xlsx all work.
6. Under Review extracted rows, check how many rows are ready and how many were skipped.
7. Under Review and apply changes, check each change. Tick Skip on any you don't want, then click Apply (the button shows how many changes, for example Apply 215 changes).

What your file needs

Required

First name, last name, date of birth, and room. The room must match a room in Floreo.

Optional

Parent name, email and phone, start date, and attending days (Monday to Friday).

Column names don't need to match. Floreo's AI maps them for you and remembers the mapping for that centre. During first-time setup, the same import runs inside the setup wizard.