Bulk import and export

The Import / Export panel lets you download all your team data as a CSV file, make changes in a spreadsheet, and upload the modified file to apply bulk updates.

Opening the panel

From the Team Builder page, click the Import / Export button in the top toolbar. A drawer opens showing your current teams and export options.

Bulk CSV export requires a Pro plan. Free users can download a blank template and use it to import roles manually.

Exporting your teams

1. Click Export CSV in the Import / Export panel.
2. A spreadsheet-formatted CSV file downloads immediately, with one row per role across all your teams.
3. Open it in Excel, Google Sheets, or any CSV editor.

CSV columns

| Column | Description | |--------|-------------| | team_name | The team this role belongs to | | role_type | e.g. fullstack, backend, devops | | seniority | e.g. junior, mid, senior, staff, principal | | employment_type | permanent or contractor | | salary_override | Annual salary in GBP (leave blank to use benchmarks) | | day_rate | Daily contractor rate in GBP | | count | Number of people in this role | | notes | Free-text notes |

Importing roles

1. Download the CSV template (available on all plans) to get the correct column headers.
2. Fill in your role data — one row per role.
3. In the Import / Export panel, click Upload CSV or drag and drop your file.
4. Review the import preview — added, modified, and removed roles are colour-coded.
5. Click Confirm import to apply the changes.

Import rules

• New team names in the CSV create new teams (subject to your plan's team limit).
• Existing roles are matched by position within their team — reordering rows may cause unexpected updates.
• A salary_override in the CSV takes precedence over any benchmark value.
• Rows with blank salary_override and day_rate will use the current benchmark for that role type and seniority.
• The maximum file size is 500 rows per import.

Limits

| Feature | Free | Pro | Growth | |---------|------|-----|--------| | Download blank template | ✓ | ✓ | ✓ | | CSV export of all teams | — | ✓ | ✓ | | Bulk import | ✓ | ✓ | ✓ |