DECISION GUIDE
Migrate a Mentor Roster from Spreadsheet
Executive Summary
Spreadsheet migration succeeds with column mapping, deduplication rules, and a staged import—full roster first, skills cleanup second, availability collection third. Do not go live on match day with a raw import. Budget two weeks for validation: coordinators review flagged rows, mentors confirm tags via automated campaign, then lock roster for matching.
Key Takeaways & Benchmarks
- Export canonical columns: email, name, skills, sectors, capacity
- Deduplicate on email; merge notes from duplicate rows
- Map free-text skills to taxonomy with coordinator review queue
- Run import validation report before enabling matching
- Keep spreadsheet read-only backup until first cohort completes
Frequently Asked Questions
What if our spreadsheet is messy?
Clean minimum viable fields first—email, skills, sector, availability. Enrich over two weeks post-import.
Can mentors fix their own data after import?
Yes. Self-serve profile links reduce coordinator cleanup and improve accuracy.
Does Mentor Intelligence help migration?
Import templates, validation reports, and batch nudges are included in onboarding.
Next Step for Your Mentor Program
Explore matching quality, roster coverage, and intake workflows on your cohort.
Check roster readiness →