Improve the children import process
I just tried the process to import children. Here are my thoughts:
- the column headers in the CSV file are not in the same order as in the mapping (Step 2)
- would be convenient if mapping could be done automatically even the first time, if column names match exactly
- from the sample file, it is not clear what values to set:
- what is the date format for the birthday?
- what are the values for Gener? male/female. m/f? capital letters?
- when you hit Save at point 3 (session), the page jumps back to the top of the page. might be confusing, it should jump back to point 3.
- the preview shows the names in lowercase, which would be fine if I knew that the casing is OK in the actual import
Here is a sample file that should work:
https://www.dropbox.com/s/1yq5fwyaxp2q7bd/Children.csv?dl=0
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Manuela Hutter
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I think we’ve fixed what we’re going to fix for now. Basically most of what you suggested. These were very helpful, concrete, bite sized suggestions. Thank you!
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Manuela Hutter commented
Cool, some things seem fixed!
Just discovered that clicking 'Save' in step 2 also jumps to the top of the page. So that could be fixed as well.