Importing shift groups and using the shift group Task Center

Account owners and admins can streamline shift group creation by uploading multiple CSV files simultaneously. The import process can be monitored through the "In Progress" and "Completed" tabs, allowing administrators to track the status of each upload. Users can preview validated files, review errors for any failed imports, and download detailed error reports to help with troubleshooting.

Learn more about creating and managing shift groups.

Requirements for managing shift groups

Table of Contents

How to import a shift group using CSV

  1. Sign in to the Zoom web portal.
  2. In the navigation menu, click Shift Groups.
    Note: If you are an admin, click Frontline Management, then Shift Groups.
  3. Click Import.
  4. (Optional) Download a CSV template file by clicking Download Blank template.
  5. Once the template has been completed, either click the Upload file button to browse and select the file, or drag and drop the desired file to the upload window. 
    Once the file is verified and successfully imported, the status will be displayed as Completed.
  6. (Optional) Repeat steps 4-5 if uploading multiple shift group files. 
  7. Click Import. 
    Note: If there is an issue with the file, an error will be displayed detailing the issue. 
    The file import process will begin, and the status of the import will be displayed at the bottom of the window. 
  8. (Optional) To cancel the import process:
    1. Click Discard.
    2. When prompted, click Confirm discard.
  9. Once the file import is complete, click Next step.
    A preview of the imported shift groups will be displayed.
  10. (Optional) To delete the imported shift groups:
    1. Click Discard.
    2. When prompted, click Confirm discard.
  11. To create the shift groups, click Create.

How to use the Shift Groups Task Center

Viewing shift groups being processed

  1. Sign in to the Zoom web portal.
  2. In the navigation menu, click Shift Groups.
    Note: If you are an admin, click Frontline Management, then Shift Groups.
  3. Click Task Center.
  4. Click the In process tab.
  5. The Status of the files being imported will be displayed.

Viewing completed shift group imports

  1. Sign in to the Zoom web portal.
  2. In the navigation menu, click Shift Groups.
    Note: If you are an admin, click Frontline Management, then Shift Groups.
  3. Click Task Center.
  4. Click the Completed tab.
  5. The Status for the imported files will be displayed.
  6. If there are any issues with the import or creation, click View.
    If there are any shift groups that encountered errors during creation, they will be displayed, including the CSV row number for the shift group record, and the Cause of failure for the record.
  7. (Optional) Click Download Error Report to download a CSV file with the errors.  
  8. After making corrections to the file, click Re-upload, and upload the corrected file. 

How to batch edit shift groups via CSV

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You will only be able to make changes to groups you own, unless you are a Shift group admin.

Exporting the shift groups 

  1. Sign in to the Zoom web portal.
  2. In the navigation menu, click Shift Groups.
    Note: If you are an admin, click Frontline Management, then Shift Groups.
  3. Select the desired shift groups.
  4. Click Export.
    The CSV files will be downloaded.
  5. In the CSV file, make the desired changes to the shift groups.

Importing and validating the changes to the shift group

  1. Sign in to the Zoom web portal.
  2. In the navigation menu, click Shift Groups.
    Note: If you are an admin, click Frontline Management, then Shift Groups.
  3. Click Import.
  4. Once the files are imported, click Task Center.
  5. Click the In process tab.
  6. Once the files have been successfully validated, click Preview.
  7. Click the Name of the shift group.
    Changes to the shift group will be displayed, including changes to the Work time, Members, Mention groups, etc.
  8. Once the changes have been verified, close the Preview changes window. 
  9. Click Create & Update.