Learn how to prepare your Project Groups and spreadsheet so SubBase Support can quickly upload multiple projects for you.

SubBase supports bulk project uploads, but to prevent data issues or unintended errors, working with the SubBase Customer Success team is highly encouraged.
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While it is possible to upload multiple projects at once, involving Support helps ensure your data is structured correctly and does not create inconsistencies across projects, groups, or addresses.
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To avoid delays, there are a few required setup steps you must complete before contacting Support. If any required information is missing, the upload cannot be completed.

This article applies to users who can access Company Settings and manage Project Groups.

Before requesting a bulk upload, make sure:

All Project Groups must already exist before a bulk upload can be completed.

Projects cannot be uploaded into groups that do not exist.
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Important:
If a Project Group is missing, projects assigned to that group cannot be uploaded.

Each row in your spreadsheet should represent one project.
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Every project must already be associated with the correct Project Group that exists in SubBase so it can map correctly during import.
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Your spreadsheet must include the following columns:

The additional columns below help with account organization and long-term project management. Adding these now means they will not need to be added individually later in each project’s settings:

All address fields should represent the delivery address for the project.
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Important:
If any required fields are missing or incomplete, the upload will be delayed or rejected.

Once your Project Groups are created and your spreadsheet is complete:

The Support team will review your file and complete the upload.
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If all information is provided correctly, bulk project uploads are straightforward and handled quickly by the Customer Success team.