Bulk Upload Templates

A Site Administrator has the ability to upload a large number of items into Shiftboard using bulk upload templates.

Accessing Templates

To access the templates available to your site, begin by going to Settings>Data Upload (Under Management Tools on the right hand side).

Based on your site configuration, your available templates will vary. However, some of the items you can upload in bulk are Schedules, Manager Notes, Timecards, and Custom Dropdown Field Options.

Accepted Formats

Uploads can be in XLS or CSV format.

Additional Upload Templates

There are a handful of Upload templates that are available from the Shiftboard Support team. Commonly requested templates include New Member Registrations/Accounts, Member Availability, Locations, Time Off Requests, and Member Profile data. To request a template, please email support@shiftboard.com.

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