Switching to Neztio: Overview

Switching to Neztio does not need a migration team. Export a spreadsheet from your current system, upload it, check the column mapping, and your children, families and classrooms are in Neztio in minutes.

How It Works

1. 1Export a CSV from your current platform (Brightwheel, Procare, HiMama, Sandbox, Kangarootime or any system with CSV export).
2. 2Sign up for a free Neztio trial. No credit card required.
3. 3Go to Import in the left sidebar (under Settings) and upload the CSV. Up to 500 rows and 5 MB per file.
4. 4Neztio detects the source system and maps the columns. Check the Map Columns step and fix anything it guessed wrong.
5. 5Preview the data. Import Readiness shows what is mapped and which rows have issues; you can skip a row or import it anyway.
6. 6Click Import. Children, guardians, classrooms and enrollments are live immediately, and Results shows what was created and what was skipped.
7. 7From Results, send parent app invitations to every guardian with an email.

What Gets Imported

• Child: first and last name, date of birth, gender, race, ethnicity
• Child address: street, city, state, ZIP, country
• Classroom / room assignment (rooms are created if they do not exist yet)
• Primary guardian: first name, last name, email, phone
• Second guardian: first name, last name, email, phone
• Medical: allergies, physician name, physician phone, medical notes
• Emergency contacts: up to 2, with name, phone and relationship
• Authorized pickups: up to 2, with name and phone
• Enrollment: status, enrollment date, start date
• Subsidy: status and case number
• General notes

After Import

• Review the imported children in Enrollments and check classroom assignments.
• Set up Pricing (programs and tuition rates) and assign each child a billing plan.
• Invite staff from Staff; they get an email link to create their account.
• Connect Stripe from the Billing page so families can pay online.
• Send families the parent app links if you did not do it from the import results.

Vendor-Specific Guides

For step-by-step export instructions from your current provider, see the dedicated guides: Switch from Brightwheel, Switch from Procare, Switch from HiMama / Lillio, Switch from Sandbox, or Switch from Kangarootime.