Documentation Index
Fetch the complete documentation index at: https://pigeonholeapp.co.uk/docs/llms.txt
Use this file to discover all available pages before exploring further.
Importing Data
Ready to break up with your old nursery software? We make it a breeze! Our friendly tools help you migrate from ANY system - just point, click, and let us handle the heavy lifting.Open in app: Settings → Import.
Recommended Import Order
- Children — must be imported first
- Parents/Carers — linked to children during import
- Staff — can be imported any time
- Funding Forms — reference children, so import children first
Import Methods
We offer two powerful ways to import your data into Pigeonhole:CSV Import
Upload a CSV export from your current provider and let our AI map your data automatically. Recommended for bulk imports.
Chrome Extension Import
Import data directly from your current nursery software’s web pages using the Pigeonhole Chrome Extension. Great for individual records.
Funding Forms Import
Looking to import funding forms? We have a dedicated guide covering live register and CSV imports.Importing Funding Forms
Step-by-step instructions for importing funding forms via live register or CSV.
Frequently Asked Questions
What is a CSV file and how do I create one?
What is a CSV file and how do I create one?
A CSV (Comma-Separated Values) file is a simple spreadsheet format used to move data between different systems. Most nursery software can export data as a CSV directly.If you have data in Excel:
- Open your spreadsheet
- Click File → Save As
- In the “Save as type” dropdown, choose CSV (Comma delimited) (*.csv)
- Click Save
- Click File → Download
- Select Comma Separated Values (.csv)
What if my provider isn't listed?
What if my provider isn't listed?
Most nursery software systems have some form of data export functionality. Check your provider’s Settings, Admin, or Reports sections. If you can’t find export options:
- Check their help documentation
- Contact your provider’s support team directly
- Try using the Chrome Extension to import directly from their web pages
- As a last resort, you can manually create a CSV file with your data
How do I handle duplicate warnings?
How do I handle duplicate warnings?
When you see a warning icon during review:
- Check if it’s truly a duplicate by reviewing the existing record in Pigeonhole
- If it’s a genuine duplicate, remove it from the import
- If it’s a different person with a similar name, proceed with the import
Can I import in stages?
Can I import in stages?
Yes! You can:
- Import children first
- Then import parents (they’ll automatically link to children)
- Finally import staff
- Or import small batches to test before doing the full import
What happens to unmapped columns?
What happens to unmapped columns?
Any columns in your CSV that aren’t mapped to Pigeonhole fields will simply be ignored. Your original CSV file is never modified, so you can always go back and import additional data later.
My CSV has different column names. Will it work?
My CSV has different column names. Will it work?
Yes! Our AI recognizes variations like:
- “First Name”, “firstname”, “first_name”, “Forename”
- “DOB”, “Date of Birth”, “Birth Date”, “DateOfBirth”
- “Email”, “Email Address”, “E-mail”
How long does the import take?
How long does the import take?
- CSV Upload & AI Processing: 5-30 seconds depending on file size
- Extension Import: Extraction is nearly instant
- Saving Records: Bulk imports process immediately
Can I undo an import?
Can I undo an import?
Currently, imports cannot be automatically undone. We recommend:
- Testing with a small batch first (5-10 records)
- Reviewing all data carefully in the editor before importing
- Using the duplicate detection warnings to avoid mistakes
Is my data secure during import?
Is my data secure during import?
Yes:
- All data is transmitted over encrypted HTTPS connections
- AI processing happens securely on our servers
- No data is stored permanently during the extraction process
- Only you can access your imported records
What if I don't have CSV export?
What if I don't have CSV export?
If your software doesn’t offer CSV export:
- Try using the Chrome Extension to import directly from their web pages
- Check if they offer Excel export (you can convert .xlsx to .csv in Excel/Google Sheets)
- Contact their support to request a data export
- Create a CSV file manually using a spreadsheet program
Need Help?
Our support team can help with:- Provider-specific export questions
- CSV formatting issues
- Data mapping problems
- Import errors or validation issues
- Custom migration assistance for large datasets
