Import existing ambassadors

importing contacts into roster allows you to seamlessly manage your ambassador network by ensuring that all relevant information is properly uploaded and accessible this guide will walk you through the process of importing contacts, including downloading a sample csv file, understanding required formatting, and managing custom properties by following these steps, you can ensure that your contact data is accurately imported into roster step by step instructions navigate to the contacts section go to the contacts section in the roster portal locate the import contacts option at the top right hand side of the screen download and prepare the sample csv click import contacts and select download sample csv open the downloaded csv to view the header options use this template to import your contacts either fill out the template directly or copy the header row into your own csv file to ensure proper formatting ensure all required fields, such as email address , are correctly named to avoid import errors customize your csv with additional properties identify any custom properties you want to include in the csv instead of using the actual question text, use the custom property identifier from the roster system copy the identifier from the roster's custom property section into your csv repeat for each custom property you wish to include import the csv file return to the import contacts section drop your prepared csv file into the import area or browse to select it if re importing contacts or using the social listening feature, choose to overwrite existing contacts if necessary optionally, create a tag for these contacts, such as previous ambassadors click start import to begin the process troubleshoot import errors if the import fails, you will receive an email from roster detailing why it was unsuccessful review the error message and adjust your csv file accordingly need help? if you need any additional assistance with with your roster account, feel free to contact our support team at support\@getroster com mailto\ support\@getroster com we're here to help!