All help articles

Importing staff from a CSV file

Use the template, map your columns, and fix errors before anything is saved.

Go to Staff → Import. Download the CSV template, or upload your own spreadsheet exported as CSV — the importer lets you map your column headers to CenterReady fields.

Before anything is imported you'll see a full preview with per-row validation: missing names, invalid emails, unknown roles, and duplicates (matched by email) are flagged. You can download an error CSV, fix it, and re-upload.

Imports are all-or-nothing per row: valid rows import, failed rows are reported with reasons. Nothing is partially saved.