Bulk Importing Roster Members

The Bulk Roster Import feature allows Admins to upload two or more roster members via file upload or pasting content.

Dashboard > Roster > Bulk Import

Bulk Import navigation path

1. Upload a TXT, CSV, XLSX, or PDF file — or paste your roster content

File upload or paste content

2. Before continuing, verify that every roster member has accurate details — including phone number, email, qualification level, and any custom fields configured for your company.

Verify roster member details

3. Admins must confirm they have collected SMS consent from all members before importing.

SMS consent confirmation