Importing Shifts

Available_for_Core___Enterprise.png

The import feature allows you to save time and effort by importing a list of shifts straight into an Event. 

After you have created your Schedule, go to the Shifts list and click Import.

mceclip0.png

 

File Requirements

Our importer has a specific set of validation rules that must be met to successfully complete the import of your file.

Supported file types: .xls, .xlsx, .csv (comma delimited)

Minimum fields required to import shifts:

Column Name Required Data Type for Import Example Note
name Text Drink Station Enter the title of your shift in this column.
start_timestamp

Time stamp: Must be date and time
yyyy/mm/dd hh:mm:ss am/pm

dd/mm/yyyy hh:mm:ss am/pm

2020/04/13 07:00:00 See Tip below
end_timestamp

Time stamp: Must be date and time

yyyy/mm/dd hh:mm:ss am/pm

dd/mm/yyyy hh:mm:ss am/pm

2020/04/13 03:00:00 See Tip below
max_demand Positive number 10

Enter the number of people required to work this shift in this column.


Tip: Format all your cells in excel with the below Custom Number format to ensure they meet the required timestamp rules.

mceclip0.png

Other fields available to import*:

You can import any shift attribute or custom event shift attribute. Simply find the attribute's code and use it as a heading in the column.  For example:

Column Name Required Data Type Example  
address:street_address_1 Number or Text 123 Smith Street  
address:city Text  New York City  
address:postcode Number or Text 12343  
address:country  2 character country code 

AU - Australia
US - United States
GB - Great Britain 

 

*these fields can be updated within Rosterfy at a later time if required. 

When your file is ready to be imported, find your file and select CREATE only from the action list.

mceclip1.png

 

You will then see a sample of your file appear. Double check that your column headers are mapped correctly or chose to ignore a column. For best results, ensure there are no blank columns on your sheet.

mceclip2.png

 

Your file is now ready to be imported. 

If you require further assistance with your imports, please submit a support request and include the import file if possible