Roster CSV guide

Upload a CSV of everyone expected at the meeting. As people join, RollCall Live classifies each participant against this list as Voter, Observer, Guest, or Unmatched.

Required columns

Use a single full-name column called Name — not separate first_name / last_name columns (those won't match correctly). Any extra columns you add (for example Region or Chapter) are kept and shown alongside each person.

Example

Name,Email,Role,Region,Chapter
Alex Rivera,alex.rivera@example.com,Voter,West,A
Jordan Lee,jordan.lee@example.com,Voter,East,B
Sam Patel,sam.patel@example.com,Observer,West,A
Casey Nguyen,casey.nguyen@example.com,Guest,East,B

Download this sample CSV

Accepted role values

Voter, Observer, or Guest (case-insensitive; plurals like Voters are fine). Any other value is kept as a label, but only Voter / Observer / Guest are counted as role distinctions. A blank role shows as Unmatched until you assign one on the board.

How matching works

• Email is matched first. If a participant's Zoom email matches a roster email, they're classified even if their display name differs — so include emails wherever you can. It's the most reliable match.
• Otherwise the full name must match exactly (case-insensitive, but not fuzzy). "Alex Rivera" matches "alex rivera", but not "Alex Rivera (Host)" or "Alex R." Keep roster names consistent with how people appear in Zoom.
• Anyone not matched shows as Unmatched — you can correct them on the board in two clicks, and the change is logged.

Column headers are flexible

The name column just needs to contain "name"; email needs "email" (or "e-mail"); and the role column can be titled Role, Distinction, Type, Category, or Status. If your file has no header row at all, the first three columns are read as Name, Email, Role in that order.

Tips

• One row per person; remove duplicate rows before upload.
• Prefer a single Name column that matches people's Zoom display names.
• Use lowercase emails where possible.