If your roster already lives in a spreadsheet, put the file in rather than retyping it. Columns are detected automatically, and nothing is created until you've seen exactly what will be.
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Open the import screen
Tools → Data Import. The Import menu on the contractor list goes to the same screen: pick Contractors or COIs and it opens on that step.
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Pick the spreadsheet option
Choose Contractors — the other option is for a folder of certificates.
CSV and Excel (.xlsx) both work.
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Upload the file
Drop the file in. Columns are matched by their headers — a column called
Name,CompanyorContractorall land in the right place, and so doEmail,PhoneandLicense Number. -
Review the preview, then import
You get a preview of every row before anything is written. Read it. This is where you catch a header row imported as a contractor called "Name", or a column that landed one across because of an empty cell.
Untick anything you don't want, then click Import Selected.
On a plan without bulk import you still get this preview — your own file, read and matched. In place of Import Selected there's a locked button naming the plan that imports it.
What the file needs
One contractor per row, and a header row naming the columns. A name column is the only thing that's really required; everything else is a bonus.
CSV, .xlsx and .xls are all read, and a file is taken as far as row 200. A longer roster comes in as two or three runs — split the file and upload the rest.
| Column | Used for |
|---|---|
| Name / Company / Contractor | The contractor record. Required. |
| Where document requests and reminders go. Worth including — it saves typing it later for every contractor. | |
| Phone | Reference only. |
| License Number | Gives license search something to match on. |
Tip
Careful
What happens next
Your roster is in but empty of documents, so everyone shows as No Documents. Two good next moves: run them through license search, and start requesting certificates.
Importing subs you're vetting
To bring in a list of subs you haven't hired yet, start from Prospects in the sidebar and click Import. It's the same import, and everyone in the file is added as a prospect: not graded or chased until you approve them. See Vet a prospect, then approve or decline.