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Documentation Index

Fetch the complete documentation index at: https://docs.cakeday.io/llms.txt

Use this file to discover all available pages before exploring further.

If you already have a list of teammate birthdays or work anniversaries in a spreadsheet, CSV import lets you add them to your Cake Day roster in one step. Members imported via CSV are set to Active immediately — Cake Day doesn’t send them an opt-in DM.
CSV import is available on Starter, Growth, and Pro plans. It is not available on the Free plan. Upgrade your plan to unlock it.

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How to import

1

Open the Roster page

Go to cakeday.io/app/roster and click Import CSV.
2

Get the CSV template

Click Download template to get a pre-formatted CSV file with the correct column headers. You can also prepare your own file — see the column reference below.
3

Fill in your data

Open the file in your spreadsheet app and fill in each member’s details. At minimum, each row needs a slack_user_id. See the column reference below for all available fields.
4

Upload and confirm

Upload your completed CSV file and review the preview. Cake Day shows you how many rows will be added or updated before you commit. Click Import to apply.

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CSV column reference

ColumnRequiredDescription
slack_user_idYesThe member’s Slack user ID (e.g. U01234ABCDE). To find it: click the member’s profile in Slack → More → Copy member ID.
birth_monthNoBirth month as a number (1–12).
birth_dayNoBirth day as a number (1–31).
work_start_yearNoThe year the member joined (e.g. 2021).
work_start_monthNoWork start month as a number (1–12).
work_start_dayNoWork start day as a number (1–31).

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Important notes

  • Rows without birth_month and birth_day will be added to the roster but won’t receive birthday shoutouts until dates are filled in.
  • Work anniversary shoutouts are only sent when work_start_year, work_start_month, and work_start_day are all present.
  • The import merges with your existing roster — it does not delete existing entries. If a row matches a member already on the roster, their record is updated.
  • Members imported via CSV are set to Active — no opt-in DM is sent. If you want them to confirm or update their own dates, you can still invite them afterward via /cakeday invite @user.