> ## Documentation Index
> Fetch the complete documentation index at: https://cakeday.io/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Bulk-import your roster via CSV

> Upload a CSV to bulk-add team birthdays and work anniversaries to your Cake Day roster without sending individual invite DMs. Available on Starter and above.

If you already have a list of teammate birthdays or work anniversaries in a spreadsheet, CSV import lets you add them to your Cake Day roster in one step. Members imported via CSV are set to Active immediately — Cake Day doesn't send them an opt-in DM.

<Note>CSV import is available on **Starter, Growth, and Pro** plans. It is not available on the Free plan. [Upgrade your plan](https://cakeday.io/pricing) to unlock it.</Note>

## How to import

<Steps>
  <Step title="Open the Roster page">
    Go to [cakeday.io/app/roster](https://cakeday.io/app/roster) and click **Import CSV**.
  </Step>

  <Step title="Get the CSV template">
    Click **Download template** to get a pre-formatted CSV file with the correct column headers. You can also prepare your own file — see the column reference below.
  </Step>

  <Step title="Fill in your data">
    Open the file in your spreadsheet app and fill in each member's details. At minimum, each row needs a `slack_user_id`. See the [column reference](#csv-column-reference) below for all available fields.
  </Step>

  <Step title="Upload and confirm">
    Upload your completed CSV file and review the preview. Cake Day shows you how many rows will be added or updated before you commit. Click **Import** to apply.
  </Step>
</Steps>

## CSV column reference

| Column             | Required | Description                                                                                                                       |
| ------------------ | -------- | --------------------------------------------------------------------------------------------------------------------------------- |
| `slack_user_id`    | Yes      | The member's Slack user ID (e.g. `U01234ABCDE`). To find it: click the member's profile in Slack → **More** → **Copy member ID**. |
| `birth_month`      | No       | Birth month as a number (1–12).                                                                                                   |
| `birth_day`        | No       | Birth day as a number (1–31).                                                                                                     |
| `work_start_year`  | No       | The year the member joined (e.g. `2021`).                                                                                         |
| `work_start_month` | No       | Work start month as a number (1–12).                                                                                              |
| `work_start_day`   | No       | Work start day as a number (1–31).                                                                                                |

## Important notes

* **Rows without `birth_month` and `birth_day`** will be added to the roster but won't receive birthday shoutouts until dates are filled in.
* **Work anniversary shoutouts** are only sent when `work_start_year`, `work_start_month`, and `work_start_day` are all present.
* **The import merges with your existing roster** — it does not delete existing entries. If a row matches a member already on the roster, their record is updated.
* **Members imported via CSV are set to Active** — no opt-in DM is sent. If you want them to confirm or update their own dates, you can still invite them afterward via `/cakeday invite @user`.