Overview

If your team is entering lots of projects manually, Data Wizard can save hours every week. Instead of creating each project one at a time, you can upload a CSV and import them in one run.

Why this matters first: Fast imports reduce admin work, speed up handoff to operations, and lower data-entry mistakes.

💡 Industry term: CSV = a spreadsheet file format used for bulk imports.

Prerequisites

Admin or database access in SubcontractorHub
A clean project import file in CSV format
Required project columns prepared (customer name, address, stage/job data)

Step-by-Step Instructions

Open Manage Database → Data Wizard.
Choose the Project category.
Click Next to start the project import flow.
Click Choose File and upload your CSV.
Review the sample/import preview, then click Next.
Map each system field to the correct CSV column, then click Next.
Click Import to create all projects in bulk.
Confirm success notification and verify records in Projects.

Pro Tips

💡 Keep a “master import template” CSV for your team so column names stay consistent.

⚠️ If one column is mapped wrong, many projects can be imported incorrectly—double-check mapping before final import.

Real-World Example

A roofing ops manager receives 42 approved deals from sales every Friday. Instead of 2–3 hours of manual entry, she uploads one CSV through Data Wizard and starts production planning in under 15 minutes.

Troubleshooting / FAQ

Question	Answer
Import fails with column errors	Recheck required fields and make sure headers match expected labels.
Some records are missing	Check CSV rows for blank required fields or invalid formats.
Duplicate projects were created	Add an internal unique ID column and de-duplicate your source file before import.

Change Log Summary

Change	Details
Original Title	How To Bulk Upload Manual Projects
New Title	Bulk Upload Manual Projects in Minutes (Instead of Entering Them One by One)
Key Updates	Simplified wording, outcome-first explanation, numbered instructions, 8 screenshots, practical tips and FAQ