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Importing Users - Overview

Rosterfy’s import tool streamlines administrative tasks by enabling quick creation, updating, and deletion of users, as well as assigning users to shifts and groups - simply upload your .xlsx or .csv file for seamless data migration.

Updated over a week ago


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.


Importing Users

Rosterfy provides a straightforward, secure import process.

Administrators can efficiently upload user data in bulk by submitting a .xlsx file, ensuring a seamless migration experience.

This approach preserves data integrity, reduces manual administrative work, and accelerates onboarding, allowing teams to maintain continuity and immediately leverage Rosterfy’s advanced workforce management capabilities.

Check out the Importing Users article, for step-by-step instructions.


Tips for Importing Users

There are a number of tips for importing users that we recommend reading before attempting to import users into Rosterfy.

Check out the Tips for Importing Users article, for more information.



​Importing Users to Groups

Admins can save time adding users to groups by using the import tool within Rosterfy.

Check out the article Bulk Import Users to Groups, for instructions.

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