guide · 3 May 2026

Roster-to-cluster migration: a hands-on guide

Step-by-step migration from a hand-curated influencer roster to audience-signal clusters — CSV import, scoring overlay, bucket triage, ongoing operating cadence.

A hands-on guide for brand and agency teams migrating from a hand-curated influencer roster (typically a spreadsheet) onto a cluster-based Creator Commerce OS without throwing away the institutional knowledge already embedded in the roster.

What's inside

  • CSV / API import shape — the columns that matter for migration: handle, platform, past relationship, payment history, brief history.
  • Scoring overlay — how cluster scores get applied to your imported roster and what the three resulting buckets look like (agree, roster-high cluster-low, missing).
  • Triage workflow — how to review each bucket and decide who moves into auto-invite, who needs investigation, who gets onboarded.
  • Operating cadence — weekly and monthly rituals that keep the roster and cluster signal in sync.
  • Retiring the spreadsheet — when and how to deprecate the old roster doc.

Who this is for

Brand ops leads, agency operators, and creator-program managers running between 50–500 creator relationships on a spreadsheet today, who want to move onto a platform without losing the historical context.

What this isn't

  • A pitch for any one platform. The mechanics described work on any cluster-based Creator Commerce OS.
  • A throw-it-away-and-start-fresh manifesto. The historical roster carries genuine value; the migration preserves it.

Why migration matters more than rebuild

Six months of operating on a cluster engine gives you compounding signal: each campaign sharpens the cluster, each cohort sharpens the targeting, each brief gets easier to ship. Six more months on a spreadsheet gives you a slightly longer spreadsheet. The cost of not migrating is opportunity cost, paid quietly, for several quarters.

More resources

Related material.