Operations

Import Anything — bring in an existing roster

Already have a roster in a spreadsheet, a PDF, or even scrawled on a whiteboard? Import Anything reads it and proposes the staff, sites, and shifts so you don’t have to retype everything.

What you can drop in

• Spreadsheets (Excel/CSV) — the most common starting point.
• PDFs — exported rosters or printed schedules.
• Photos — a snap of a printed roster or a whiteboard.

How it works

1. Open the Import tab and drop your file in.
2. Roz reads it and proposes what it found — staff, sites, and shifts — as a set of suggestions.
3. You review the proposal. Roz shows what it understood and where it’s unsure.
4. Confirm to create the records, or adjust first. Nothing is created until you confirm.

Roz proposes, you confirm

Just like rostering, an import is a proposal you approve. This keeps you in control — messy source files won’t silently create duplicate staff or odd shifts.

If an import doesn’t look right

You can ask Roz about any import — “What did the last import create?” or “Why did that import fail?” — and it will explain. If a file just won’t read cleanly, see Getting help and we’ll take a look.