How to import residents from a spreadsheet (CSV)

Bring your resident list in from Excel or Google Sheets instead of typing each one in by hand.

Steps

1. Go to 👥 Residents.
2. If you don't already have a spreadsheet in the right shape, click 📄 Template to download a blank CSV with the correct columns: First Name, Last Initial, Phone, Room, Notes, Status. The same row of buttons has 📤 Export CSV, 📥 Import CSV, and 📄 Template, next to + Add Resident.
3. Fill in your spreadsheet and save it as CSV.
4. Click 📥 Import CSV and choose your file.
5. Review the "📥 Import Residents — Preview" screen — it shows how many residents were found and marks each New, and lets you check the data before anything is saved.
6. Click ✅ Import to confirm, or Cancel to back out without changing anything.

Who can do this

Staff, drivers, managers, and admins.

Notes

• The importer matches columns flexibly by header name — it doesn't require your columns in an exact order, but it does require a "First Name" and "Last Initial" column to proceed; other columns are optional.
• If the file has no data rows, or can't be parsed as CSV, you'll get an error toast naming the problem instead of a silent failure.
• You can also Export your current resident list to CSV at any time from the same page.