Importing roster profiles

Attention: Planning to use registration? Your members will be added via the registration process so you don't need to import them beforehand.

In this article

• Importing a division or full organization roster from a spreadsheet
• Importing a team roster from a spreadsheet
• Importing members from another team
• Common questions

Importing a division or full organization roster from a spreadsheet

If you are an administrator for an account using TeamSnap for Clubs and Leagues or TeamSnap for Business, download our organization roster import template and enter the roster information that needs to be imported.

Import file key:

• P1 = Parent one
• P2 = Parent Two
• Non-Player:
  • Enter Y to mark the roster member as a non-player (i.e. coach/manager)
  • Enter N or leave blank for the roster member to be created as a player

Formatting requirements:

• Birthdates for the United States: MM/DD/YYYY 
• Birthdates for organizations using international date format: DD/MM/YYYY 
• Remove any blank rows, columns, and extra blank spaces before or after any of the data in each cell of your import file
• Ensure all teams and divisions are set up as desired in TeamSnap.  Any division or team names included for team assignments must match exactly to how they are entered in TeamSnap

Note: The email address in the player email column is the first email to receive a roster invite. This address will need to accept the invite before the P1 and P2 emails can be sent invitations. If the player is unlikely to accept this invitation promptly or does not have a TeamSnap account, you may want to list a parent email in the player email column, and have the child's email listed as a secondary contact.

Tip: You can add columns to import information for custom fields you require, provided you create the custom fields in TeamSnap beforehand. Before importing, make sure you have a custom field that does not match the name of any other existing roster columns, default, or custom profile fields. If there are two fields with the same name, it will create an error. Insert the column for your custom field into your import spreadsheet after the Non-Player column and before the Email column, and make sure the column heading matches the custom field title that you set up in TeamSnap.

Import the division or org roster file

Attention: Once your file is ready, you must save the file as a CSV in order for the import to run successfully.

1. Access your organization.
   1. Steps for TeamSnap for Clubs and Leagues:
   1. Log into your account at go.teamsnap.com.
   2. Click the organization name under the My Organizations section of your TeamSnap dashboard.
   3. Click the Members tab.
   2. Steps for TeamSnap for Business: 
   1. Log into your account at organization.teamsnap.com.
   2. Click Programs.

      

      
      
   3. Click the destination program.
   4. Click the destination season.
   5. Click the Participants tab.
2. Click the Import Members or Import Participants button.
3. Click the Upload Import File button.
4. Click the Choose File button.
5. Select your CSV roster file and click Open.
6. Click Continue.
7. Click the Inspect button.
   • Review a few imported records to ensure that the information is accurate and populating in the correct fields.
   • Once satisfied, click Back to Roster Import.
   • If the data is incorrect, click Import Later, make corrections to your import file, and return to step 5.
8. Click Create All Rosters to finish the import process.

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Importing a team roster from a spreadsheet

Formatting requirements:

How to import the team roster file

1. Log into TeamSnap.
2. Click your roster name below the team you will be importing to, to enter the team site from the dashboard.
3. Click the Roster tab.
4. Click the Add button.

5. Click Import from file.

   

6. Click Choose File.

   

7. Choose and open the file to import (.XLS, .XLSX or .CSV).
8. Double check that all your fields are correctly mapped.
   1. For each column of data, select the corresponding TeamSnap column name from the drop-downs. If you don’t want to import a column, or there is no match, select “No Match.” We’ll import only the data that has a matching column name. We promise!

   2. If any field mapping errors are displayed, correct the issues before attempting to proceed by clicking the field and correcting the information. The system will not import fields with a mapping error.

      

9. Click Save Roster.  

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Importing members from another team

Note: The team-to-team roster import is only available to team admins (managers or owners) with a manager profile on the both teams.

1. Log into TeamSnap.
2. Click your roster name below the team you will be transferring to, to enter the team site from the dashboard.
3. Click the Roster tab.
4. Click the Add button.

5. Click Import from another team.

   

6. Select the team to import from.
7. Select the names of the players that you want to import.
8. Select/Deselect the checkbox to send invitations to join as desired.

9. Click Import [#] Players.

   

Note: Information that is hidden from teams or marked 'private' on roster profiles will not be copied over.

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Common questions