How do I import my pre-existing Workforce database into the Platform?
If you are adopting Rosterfy with a pre-existing database of Users or migrating from another platform, you can import Users to Rosterfy by uploading either a CSV file.
The .csv file will need to contain at minimum:
Phone (formatted to have the " ISO 3166-1 country code" and the phone number)
Date of birth (formatted to "yyyy-mm-dd")
You are able to also import any other attribute information on the file and you can start the process by:
Within the User List page, click Import. You can then upload an CSV file. As part of this process, the list can either Create new Users or override current User attribute data.
Click Upload to continue.
Note:- Once data is over-written it cannot be reversed. Please ensure you are comfortable before proceeding with this step.
Use the user mapping to define the fields to be imported and where they should be imported to.
Click Validate to begin processing the import
Note:- If the file is incorrect you will receive the below error and the field that needs to be corrected.