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Export Roster to CSV

Check revised Excel rosters and deliver clean CSV files

Use this Agent instantly or customize it - no programming needed

Check a revised Excel roster file and prepare its handoff

Reads

Partner folder change
Partner folder change
Your partner folder's change notice prompts a check for new or revised Excel roster file files.
Revised Excel roster file
Revised Excel roster file
Your revised Excel roster file includes the file name and revision ID for this handoff.
Roster export rules
Roster export rules
Your roster rules name the sheet, identifier columns, CSV order, and blank-row treatment.
Shared handoff folder
Shared handoff folder
Your shared handoff folder gives the coordinator a place to open both files.

Partner file storage service

Partner file storage service

Your partner file storage service reports changes and supplies each revised Excel roster file with its file name and revision ID.

Shared file storage service

Shared file storage service

Your shared file storage service holds the checked CSV and exception list for the coordinator.

Does the Excel roster file fail to open?YesNo

Place an exception list explaining why no CSV was delivered

Writes

Roster exception list
Roster exception list
Your exception list identifies the source revision, excluded row numbers and reasons, and row counts.

Is the agreed sheet or a required header missing?YesNo

Place an exception list naming the missing sheet or header

Writes

Roster exception list
Roster exception list
Your exception list identifies the source revision, excluded row numbers and reasons, and row counts.

Check identifiers and exclude every row in a repeated group

Are there no usable roster rows?YesNo

Place an exception list explaining why no CSV was delivered

Writes

Roster exception list
Roster exception list
Your exception list identifies the source revision, excluded row numbers and reasons, and row counts.

Place the checked CSV and matching exception list in the shared folder

Writes

Checked roster CSV
Checked roster CSV
Your CSV follows your chosen column order and keeps only complete, unique identifiers as text.
Roster exception list
Roster exception list
Your exception list identifies the source revision, excluded row numbers and reasons, and row counts.

This Agent picks up revised Excel rosters from your partner upload folder. It checks your chosen sheet for missing or duplicate identifiers. You find the clean CSV and exception list in your shared handoff folder.

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Google Drive

Used as:

Partner file storage service
Google Drive reports changes and supplies each revised Excel roster file with its file name and revision ID.
Shared file storage service
Google Drive holds the checked CSV and exception list for the coordinator.

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monday.com

Used as:

Partner file storage service
monday.com reports changes and supplies each revised Excel roster file with its file name and revision ID.

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Google Contacts

Used as:

Partner file storage service
Google Contacts reports changes and supplies each revised Excel roster file with its file name and revision ID.
Shared file storage service
Google Contacts holds the checked CSV and exception list for the coordinator.

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Microsoft SharePoint

Used as:

Partner file storage service
Microsoft SharePoint reports changes and supplies each revised Excel roster file with its file name and revision ID.
Shared file storage service
Microsoft SharePoint holds the checked CSV and exception list for the coordinator.

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Microsoft Office 365

Used as:

Partner file storage service
Microsoft Office 365 reports changes and supplies each revised Excel roster file with its file name and revision ID.
Shared file storage service
Microsoft Office 365 holds the checked CSV and exception list for the coordinator.

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Made for your industry

Export Roster to CSV is made for businesses in these industries.

Staffing and Recruiting
Check revised candidate rosters before staffing teams use the CSV.
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Education
Export student rosters with missing IDs flagged for school staff.
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Event Management
Hand event teams a checked attendee CSV from each revised roster.
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Corporate Training
Check revised learner rosters before training teams receive a CSV.
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Made for your role

Export Roster to CSV is made for people in these roles.

Operations Coordinator
Place the roster CSV and rows needing review in the handoff folder.
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Document Processing Specialist
Convert each revised roster workbook into a checked CSV.
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Data Operations Manager
Catch missing and duplicate IDs before roster data moves on.
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Data Coordinator
Send checked roster CSVs and exception lists to the shared folder.
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Made for your department

Export Roster to CSV is made for people in these departments.

Operations
Deliver checked roster CSVs with exceptions for the next team.
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Data Operations
Keep duplicate and incomplete roster rows out of shared CSVs.
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How Export Roster to CSV works

5 steps, in order, on every run.

Find the revised rosterPick up a new or revised Excel roster from your chosen partner folder. Use its file name and revision to track the handoff.
Check the chosen sheetOpen the worksheet you chose and compare its headers with your required columns. Record any missing sheet or header and stop the CSV export.
Separate rows that need reviewExclude rows with missing identifiers or repeated identifier combinations. List every excluded worksheet row and its reason.
Export the clean CSVWrite usable rows in your chosen column order and keep identifiers as text. Skip the CSV if no usable rows remain.
Place files in the handoff folderUpload the CSV when usable rows remain, plus the matching exception list. Include the workbook name and revision in both file names.

How to Get Started

Connect your tools

Connect the tools you already use, such as Google Drive, monday.com or Google Contacts.

5 tools

Set your rules

Choose the partner upload folder and initialize its change cursor so later uploads and revisions start runs.
Name the roster worksheet, required column headers, identifier columns, CSV column order, and how to treat completely blank rows.
Choose the shared handoff folder and give the coordinator access to it.

Launch the Agent

Use safe mode to approve every result before it goes out, or let the Agent run automatically.

FAQs

Frequently asked questions about the Export Roster to CSV:

Can I convert an .xls file to CSV?

Yes. You can use .xls or .xlsx rosters from your chosen upload folder. Set the worksheet and CSV columns before the first run.

What do I need to choose before the first run?

You choose both folders and the roster worksheet. Set the required headers and identifier columns. Choose the CSV order and how to handle blank rows.

What happens to rows with missing or duplicate identifiers?

Every row with a missing identifier or repeated identifier combination stays out of the CSV. You get the worksheet row numbers and reasons to review.

What if the sheet or a required header is missing?

You get an exception list naming the missing sheet or header. No CSV goes into your handoff folder for that revision.

What happens when the Agent is unsure?

It stops and asks you. The Agent does not guess when it reaches a decision you have not approved.

Can I review its work?

Yes. Every run creates a plain-language log that you can review and export. Logs are kept for twelve months.

What happens if I cancel?

The Agent stops at the end of the billing month and its tool connections are removed. Your run logs remain available for twelve months.

Works with

Works with

Industries

Industries

Roles

Roles

Departments

Departments

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