Bulk shift CSV import: check before creating

Open Add several shifts from the shifts area and choose Import from CSV. The same page also offers a repeat workflow for copying one set of details across chosen dates. CSV is useful when the dates, rates or workplaces vary between rows. Start with Download template from the import form rather than copying headings from an unrelated roster export.

The template supplies the accepted headings. Keep those headings unchanged when you edit it in your spreadsheet application, then save the completed file as CSV. A spreadsheet workbook is not the same format as a CSV file. The form accepts files up to 1 MB and no more than 500 data rows, so split a larger roster into smaller batches before uploading.

Each row describes one shift, including its workplace, date, start and end times, shift type, rate type, rate and income source. Use YYYY-MM-DD dates and the time format shown in the template. Check the workplace name carefully, especially when similar names refer to different sites. Every row must include a contact name and contact email in the contact_name and contact_email columns. Notes are optional context for reviewing the work later.

Use the accepted rate types and income sources listed beside the download link. PER_SESSION needs a count of work blocks; PERCENTAGE_OF_BILLINGS uses the rate column for the agreed percentage. Keep the template column names unchanged. Enter payment terms in payment_terms_days. You can append unpaid_break_minutes for a whole number of unpaid break minutes, deducted from hourly pay only.

Choose the CSV file and select Check the file. This step parses and validates the rows without creating shifts. The result table identifies the row number, date, workplace and whether the row is ready or needs attention. Read the error for each problem row, correct your source spreadsheet and choose the corrected CSV before checking it again.

The ready count is a preview, not a promise that every row will be created. Creation also checks your plan limits and conflicts with work already recorded. Another change to your account between checking and creating can affect the final outcome. Keep the result table open until you have reviewed the creation response.

After reviewing the check results, use the Create button, which includes the number of ready shifts in its label. Valid rows may be created while other rows are skipped, so do not treat the whole file as an all-or-nothing import. The final summary reports Created and Skipped counts, and the table shows which rows were created or need attention. Resolve a conflict against the existing booking rather than repeatedly importing the same file.

After a successful batch, use the link to view your shifts and compare the new records with your roster. If you need to retry, prepare a smaller file containing only rows that were not created. Keep the original roster until you have reconciled dates, workplaces and amounts. Importing shifts does not replace the separate review and invoice workflow when the work is ready to bill.