IN THIS ARTICLE:
Overview
The import tool within Rosterfy allows organisations to save time and effort with administrative tasks, including:
Creating new user records
Updating current user record data
Deleting users
For organisations transitioning to Rosterfy with an existing user database or migrating from another system, users can be seamlessly imported into Rosterfy by uploading a .xlsx or .csv file.
This article will outline the steps required to import users into Rosterfy.
For more information check out the Importing Users - Overview article.
Importing Users
To import users to your Rosterfy account, follow the steps below:
In the admin console, navigate to Users > Users.
Click Actions > Import Users.
Select Create in the action field to add new users, this will enable you to click on the Excel or CSV button and download a copy of the import template file.
Complete the fields of the file for the user records you wish to import into Rosterfy.
The file will need to contain the follow fields in order for a user to be created:
Firstname
Lastname
Email
Date of Birth
Once complete, save the file in a location you can easily locate.
Click Browse to select the file, you will also need to tick a box to confirm that you have consent from the users to upload their data into Rosterfy.
There is an additional option to allow you to send email communication to new users on upload.
Click Upload, once complete.
The Import Mapping screen will be displayed, here you will need to select the appropriate field for each column of data.
Click Proceed, when complete.
The import will be processed, and you will receive an email when it is complete.
Note: If there are any issues with the import file, the notification in the admin console, and the email you'll receive will outline the issues.
Importing Users (Video)
Check out the Importing Users - Overview article for more information.