The Teaching Strategies® website provides a CSV data export of roster data that can help Ignite by Hatch™ users set up their data a bit more quickly. The data is not a perfect match, but this option can save a lot of time (especially when beginning from a blank slate).
As a bonus, if your child data in Hatch Insights™ matches your child data in Teaching Strategies, more children will match automatically to GOLD® for sending of documentation via HatchSync®!
- Begin by logging into Hatch Insights as an organization administrator. Then, hover over the ROSTER menu. Under Import, choose Roster CSV.
- The Import Roster CSV page should display an option to download a blank template for each kind of data.
- On this page, review the contents of the template and the guide to familiarize yourself with the required data. Download the template for the import you wish to complete.
Exporting Roster Data From Teaching Strategies
- Log in to My Teaching Strategies as an admin.
- In the column on the left, go to Report, and in the the drop-down, choose Reports.
- In Reports, scroll down until you see the Data Export tile and select it.
- On the Data Export page, you will ensure that your organization is chosen and confirm all sites, teachers, and classes that will be using Ignite:
- Select a current checkpoint period.
- Decide if you want to include archived children or not (we recommend not including archived children).
- Ensure that "No" is selected in the section Export Fields Stamped for Each Checkpoint Period.
- Double-check the information in the Report Summary area.
- Click Export. Then, select Download Export File.
- Locate the file from your downloads folder and save it. Check that the data looks accurate. Drop it into a secure folder.
Preparing Data for Import
- It is important to be aware that the files exported from Teaching Strategies cannot be directly imported into Insights. The import will look for the headers built into the Insights template. However, to save time, much of the data from your Teaching Strategies export can be copied and pasted into the Insights template.
- If you are importing children, please ensure that the spellings of class and school names match any spellings that already exist in Insights.
- You will probably find that some values, such as the grade spelling, do not perfectly match inputs for Insights. You may be able to fix these formatting differences with a simple find and replace.
- Similarly, a No Response value in Teaching Strategies data may be a Not Specified value in Insights for race and ethnicity fields.
- If children's first and last names and birth dates match the values in Teaching Strategies, more children will automatically match, which means the children's documents will be sent sooner!
It is likely that some cleanup will be needed, but on the whole, importing this data from Teaching Strategies can save large amounts of time!