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CSV Import Guide

CSV import guide for cleaning team shifts

CleanConfirm can create shifts from a CSV, so your team can keep its current planning workflow and add confirmation on top.

Required fields

  • shift_date
  • start_time_local
  • end_time_local
  • assigned_member_email
  • client_name
  • address_full

CSV columns

shift_datestart_time_localend_time_localassigned_member_nameassigned_member_emailclient_nameaddress_fullcity_or_areaentry_instructionsaccess_detailscontact_phonenotes

How CSV import works

  1. Download a blank or sample CSV template from the import page.
  2. Fill in the required fields for each assigned shift.
  3. Add optional details when cleaners need entry notes, access details, phone numbers, or internal notes.
  4. Upload the CSV and review the created shifts before sending email notifications.

Common CSV issues to check

  • Use one row per shift, not one row per client.
  • Match assigned_member_email to an active team member in the workspace.
  • Use a local start and end time, such as 9:00 AM or 09:00.
  • Include a full address when the cleaner needs job-location context.

Example CSV row

The example below follows the CSV column order shown above. Replace the sample values with your own shift details.

2026-05-04,9:00 AM,11:00 AM,maria@example.com,Maple Street home,123 Maple Street,North Park,Gate code 204,Use side entrance,+1 555 0100,Bring extra towels
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