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Adding Members: Bulk Upload Template

Overview

The ability to add multiple members at once using a template is beneficial for organizations just starting out with Shiftboard or experiencing growth. Shiftboard's easy-to-use template makes adding members to the site faster and more efficient.

To get started, download the formatted Excel spreadsheet using the link below:

Account Upload Excel Template 

 



Similar to the other methods of adding members, input the first name, last name and valid email address of members. 

 

Please note: When using the template option, the information added must reflect how it is written in the column header. After adding all required members' information, please email the saved Excel template to either your OnBoarding manager or Support@Shiftboard.com, and we will upload the template. 

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