How to Bulk Import a List of Workers (CSV Kaster Template) to a Project

⚠️ Import Note: You must use the Kaster-provided CSV template for bulk imports. Other CSV formats will not work. Do not create your own CSV or modify the structure of the template.

⬆️ How to Bulk Upload a list of Workers to a Project using Kaster's CSV Template

1. Click on the Project.
2. Navigate to the project's Directory tab and select your Company.
3. Click on the Workforce tab.
4. Click the Add New Workforce Member / Manage Workforce button.
5. Click the IMPORT BULK button.
6. Click the Download CSV Template link to download the Kaster-specific CSV template.
7. Open the CSV template and follow the instructions provided inside the file.
   1. Do not add, remove, or rename any columns or rows.
   2. Only fill in the worker information as instructed.
8. Save the completed file as a CSV.
9. Upload the file by either selecting it or dragging and dropping it into the upload window.
10. Click UPLOAD and wait for the process to complete.
11. When the status shows Completed, close the import window.
12. You should now see the newly imported workers listed in your project’s Workforce tab.

💡 Tips & Troubleshooting

• If the upload fails, double-check that the template structure was not changed.
• Make sure all required fields in the template are filled out correctly.
• If you need to add classifications, pay rates, or certifications, you can do so after the workers are imported.