How to Import Subcontractor Contract Data into COMPASS

COMPASS allows you to track contract data for subcontractors at scale through a CSV upload. This feature gives you centralized visibility into key financial metrics—including contract values, commitments, invoiced amounts, and project status—across all subcontractors in your portfolio.

To use this functionality, you'll need to download and complete our predefined CSV template found at the bottom of this article. Note, data will only be synced if the tax ID of a record in the CSV file matches the tax ID of a subcontractor in COMPASS.

CSV data and columns

Required fields:

Field Name in CSV	Description	Example
`project_internal_id`	Unique identifier for the project (any string of characters)	`PROJ-12345`
`project_name`	Name of the project	`Project Alpha`
`contract_code`	Unique identifier for the contract (any string of characters)	`CN001`
`contract_name`	Name of the contract	`Concrete Works`
`contract_tax_identifier`	Subcontractor tax identifier (FEIN) for the contract	`12-3456789` or `123456789` format

Optional Fields:

Field Name in CSV	Description	Example
`project_expected_start_date`	Expected start date of the project	`1741297455 (epoch timestamp)`, `16-Nov-24`, `11-16-2024`, or `2024-11-16` formats accepted
`project_expected_finish_date`	Expected completion date of the project	`1741297455 (epoch timestamp)`, `16-Nov-24`, `11-16-2024`, or `2024-11-16` format accepted
`project_archived`	Whether the project is archived	`false`, `False`, `true`, `True`, `f`, or `t` format accepted
`contract_completed`	Whether the contract is completed	`false`, `False`, `true`, `True`, `f`, or `t` format accepted
`contract_original_value`	Original contract value	`1234.00`, `1,234.00`, `1234` or `1,234` format accepted
`contract_current_value`	Current contract value	`1234.00`, `1,234.00`, `1234` or `1,234` format accepted
`contract_invoiced_amount`	Amount invoiced so far	`1234.00`, `1,234.00`, `1234` or `1,234` format accepted
`contract_remaining_commitment_amount`	Remaining amount to be invoiced	`1234.00`, `1,234.00`, `1234` or `1,234` format accepted
`contract_start_date`	Contract start date	`1741297455 (unix timestamp)`, `16-Nov-24`, `11-16-2024`, or `2024-11-16` formats accepted
`contract_end_date`	Contract end date	`1741297455 (epoch timestamp)`, `16-Nov-24`, `11-16-2024`, or `2024-11-16` formats accepted

How to Upload the CSV template

Navigate to the Prequalification Settings page.
Click on the "Contracts" tab.
Click the "Upload CSV" button.
Click the "Upload file" button in the pop-up window and select your populated CSV template when prompted.
Click "Continue" when the field mapping is displayed. You do not need to modify any field mapping if you are using the provided CSV template.
Once the upload has processed, click "Submit Data".

At this point, all of the contract data should be imported as long as the tax ID for each record matches the tax ID of a subcontractor in COMPASS. You can visit the subcontractor's profile page to view all imported data on the General tab.

Contracts CSV Upload Template:

The file below contains 2 rows of example data for your reference. Ensure that you replace the data in these rows.

Contracts CSV Upload Template - contracts_csv_import_example.csv