Skip to Content
ModulesVolunteersBulk-importing

Bulk-importing volunteers

CSV import. Use for cohort onboarding (e.g. a roster of returning volunteers at the start of a season).

Who this is for: Editor / Admin / Owner with volunteers.manage.

Steps

  1. Open Volunteers → Import.
  2. Download the template CSV — pre-filled with the expected columns: first_name, last_name, email, phone, family_name, consent_tier, skills, notes.
  3. Fill the CSV in your favorite spreadsheet tool.
  4. Upload. CartonCrew validates each row:
    • Email format
    • Consent tier in the enum
    • Phone format (US, NANP)
  5. The preview shows which rows will import (green) vs which have errors (red) vs which are duplicates of existing volunteers (yellow — skipped).
  6. Confirm. CartonCrew creates the new records; duplicates are skipped; the audit log captures the import batch.

What you’ll see

Video — coming soonBulk-import volunteers from CSVRecorder brief: V20 — Upload CSV, preview with one error + one duplicate, fix CSV, re-upload, confirm.

Common issues

  • “Phone format invalid” — phones are required to be US (NANP) format. Strip leading + or country code.
  • All rows marked as duplicates — your sheet’s email column matched existing records; the import skipped them. Check the existing records before importing again.
  • Skills field doesn’t pick up tags — skills is free-text; tagging is separate (Volunteers detail → Skills → pick tags).

Last updated: 2026-06-01 · Applies to: CartonCrew v1.57+

OverviewFamily groupings