Data Wizard helps users import their bulk data seamlessly to SubcontractorHub for easy and seamless data management. You can import data for Territory, Zipcodes, Users, Solar adders, panels, pricing, batteries, contacts, or leads.
Step 1: Go to "Manage Database" and locate "Data Wizard".
Step 2: Choose the relevant option( Territory, Zipcodes, Users, Solar adders, panels, pricing, battery, contacts, or leads) for importing your data, and then proceed by clicking "Next."
Step 3: Click on “Choose File”.
Step 4: Select your CSV file and upload it
Step 5: Map columns from your CSV file and click “Next".
Step 6: Click “Import” and the data will be imported to SubcontractorHub
Please verify your data carefully before proceeding
