Import your schedule

If your schedule already lives somewhere else — a spreadsheet, a PDF, even a photo of the whiteboard — you don't have to retype it. Schedio has two ways to bring it in: AI import for messy real-world files, and a CSV import for clean structured data.

AI import

AI import is a one-time setup tool, linked from the Getting started card on the dashboard. It reads almost anything and turns it into people and shifts.

Upload your schedule. Drop in a file: XLSX, CSV, TSV, PDF, TXT, or a photo or screenshot (PNG, JPEG, WEBP, GIF) — up to 5 MB. You can also add instructions, for example "the second column is the job title" or "ignore the bottom row".

Review extracted data. Schedio reads the file and proposes:

• Employees — name, department, role, email.
• Shifts — person, date, times.

Every row is editable, carries a confidence marker, and has an include checkbox so you can leave out anything that looks wrong. If the extraction missed something, click Fix to re-run it with new instructions instead of editing row by row.

Create schedule. When the data looks right, click Create schedule. The "All set" summary shows what was created, lists anything Schedio couldn't apply and why, and gives you a View schedule button to see the result on the Schedule page.

CSV import

For structured files, open the Schedule page, click the ⋮ menu and choose Import from CSV. A 4-step wizard walks you through:

1. Upload your CSV file.
2. Match columns — tell Schedio which column is which.
3. Preview — every row is checked, and problems are flagged per row.
4. Commit — the clean rows are imported.

Each import handles up to 1,000 rows. Rows with problems are skipped and listed so you can fix and re-import just those — everything else imports normally.

What the files should contain:

• Employee files — name and job role, plus optional email, phone and department.
• Shift files — employee email or name, date, start and end times, and an optional note.

Which one should you use?

• Use AI import when your schedule is in a format made for humans: a formatted spreadsheet, a PDF, a printout, a photo.
• Use CSV import when you have clean tabular data, for example an export from another system.

Either way, check the People page afterwards — see Add your team for inviting the imported people to the app.