A roster import lets us load your whole team at once from a spreadsheet. Answers to the common questions about required columns, welcome timing, and the template.
What columns does the roster need?
First name, last name, primary email, and role — one column each. You can also add optional columns like phone number, license number, and office locations. See Agent Roster Import.
Is there a template I can start from?
Yes — just ask. Email us and we'll share a ready-made layout so your columns line up with what we need to import.
Will my agents get a welcome email as soon as you upload the roster?
No. Importing the roster doesn't email anyone. Your agents only hear from Pipeline once you send welcomes, so you decide the timing. See Welcome Emails.
How do I send you the roster?
Email us your completed spreadsheet. Send it to help@paperlesspipeline.com and let us know it's a roster to import, and we'll take it from there.
Can I still add users myself instead?
Yes. A roster import is just the fast path for a whole group — you can always add people one at a time on the Manage Users page. See Adding a User.
Learn More
Onboard your whole team at once — send us your agent list and we'll load it for you.
Still Have Questions?
Didn't find your answer above? Email us at help@paperlesspipeline.com and we'll help.