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Importing workers

How to import your workers file directly to your Roosted account?

M
Written by Monika Chamoli
Updated over a week ago

There are 3 ways to get your workers started in Roosted.

In this article, we will explain how to import workers into your Roosted account.

What is workers import?

This allows an admin to add multiple workers at once through an import tool. Commonly used for the first or a big batch of workers.

Where to find it?

In the Workers module choose the "Import" button.

Import process

Clicking the "Import" button, to start importing your workers.

We recommend our standard worker import template, downloadable from the worker import wizard. You can also use your own Excel sheet of workers.

See Worker Import Template for more information.

Once you add file for import, Roosted will ask you to match the columns with our columns quickly and easily. Many of the columns may already be matching.

Ensure that you scroll through all columns when the screen above is displayed.

If you have workers on your account, either active or inactive, and include them on your import sheet, the system may detect duplicate email addresses, causing these workers to not upload correctly.

How long does it take to import?

Importing is very quick and usually only takes a couple of minutes, even for large imports.

Please refresh your webpage after completing the import.

Once you have imported your workers, you will need to send an onboarding message to them to allow them to get logged in for the first time.

See Onboarding Workers for more information.

Check our video which explains the process even better!

And that's how you import your workers on Roosted! πŸ˜€

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