Work Roster Export and Import


Work Rosters use a sequence of Work Codes to define a roster for People working on a project. They can be created and updated in bulk using the import and export functions.

  1. Click on Settings > Rosters > Work Roster Import.
  2. To export the Work Roster, click Export.
  3. To import a file, click Choose File, then select a .csv file.
  4. When the loading bar is complete, click Upload.
  5. A list of changes will be shown; review these changes, then click Apply Changes.
  6. If there are errors or issues, SYNCHRO Perform will flag these for review.
  7. To ensure the correct format is followed, use an exported Work Roster as a template for the import file.

Refer to Rosters - Export and Import File Formats for further details.