Data Migration
Already have a roster? Bring it with you.
The fastest way to onboard your agency. Drop in a CSV from your old spreadsheet — or whatever you're leaving behind — and Muster figures out the rest. Members, custom fields, and the files attached to each one.
Where to find it
Drop in a CSV and the documents that go with it.
Export from a spreadsheet, your old scheduling tool, or whatever you have today. Muster reads the headers, counts the rows, and gets you ready to map. Optional: drag in the PDFs and photos that go with the roster — cert cards, licenses, headshots — and Muster will match them to members in the next step.
247 rows · 12 columns detected
Attached documents
5 files · optionalWe'll suggest column mappings on the next step.
Your columns, already mapped.
Muster suggests mappings for every column the moment you upload. Built-in fields like name, email, and positions are matched first. Then any of your existing custom fields with a matching name get filled in too. Anything left over becomes a new custom field with the right type picked for you. Adjust whatever you want, ignore the rest.
See exactly what will happen before you commit.
Before any data is saved, Muster previews every member, surfaces warnings for unfamiliar positions or out-of-range values, and blocks the import on hard errors like duplicate emails. When you confirm, the entire import runs as one transaction — all in, or nothing changes.
Admin guide
Preparing your CSV.
Five minutes of cleanup makes the import go smoothly. Here's exactly what Muster expects, written so you can hand it off to whoever owns the spreadsheet.
What's required, what's optional
- First name and last name. Map them as separate columns, or map a single
Full Namecolumn and Muster will split it for you. - Unique emails — if you map an email column. Each email must be unique within the CSV and not already exist in your organization.
Everything else: phone numbers, positions, start dates, cert expirations, checkboxes, URLs, attached files, and any other custom fields you want to track. Muster matches columns to your existing custom fields by name, and creates new ones on the fly for anything it doesn't recognize.
Value formats
Each column has a type. Here's what Muster expects in the cell.
2027-04-15555-210-1001member@example.com4.5yes/no or true/falseyeshttps://example.comPositions and attached files
These two are worth a closer look — they trip people up most often.
Positions
Put multiple positions in a single cell, separated by a ,, ;, or |. Positions must already exist in your org.
Example cell
Driver, Event LeadUnknown positions show as warnings — the member is still imported, but that position is skipped for them.
Attached files
Set the column type to file. The cell must contain the exact filename — including extension — of a file you drag into the uploader. No folder paths.
CSV cell
morgan-ellis-cpr.pngUploaded file
morgan-ellis-cpr.pngStart with the template
A working CSV with the most common columns. Open it, paste your roster in, and tweak.
| First Name | Last Name | Positions | Phone | Start Date | CPR Card | Background Check File | Notes | |
|---|---|---|---|---|---|---|---|---|
| Morgan | Ellis | morgan.ellis@example.com | Driver, Event Lead | 555-210-1001 | 2026-05-01 | morgan-ellis-cpr.png | morgan-ellis-bgcheck.pdf | Prefers weekday evenings. |
| Priya | Shah | priya.shah@example.com | Kitchen | 555-210-1002 | 2026-05-03 | — | — | New transfer from another platform. |
| Caleb | Rivera | caleb.rivera@example.com | Setup | Driver | 555-210-1003 | 2026-05-10 | caleb-rivera-cpr.pdf | caleb-rivera-certification.pdf | Has completed orientation. |
What imports will and won't do
Predictable behavior, no surprises.
Creates only
The importer never updates or deletes existing members. Safe to run partial imports — existing data is untouched.
Atomic transactions
Either every row imports successfully, or nothing changes. No half-finished imports to clean up.
Billing limits enforced
If the import would push you past your plan's member limit, the whole thing is blocked before anything is created.
Ready to stop overpaying?
Completely free to start. No credit card needed, no sales call required.