Why This Matters

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.

What You'll Need

Admin access to SubcontractorHub
A web browser (Chrome or Edge recommended)

Step-by-Step Instructions

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 SubcontractorHubPlease verify your data carefully before proceedingRelated ArticlesHow to Bulk Upload Manual ProjectsHow to Navigate SubcontractorHub’s DatabaseHow to Add Adders?How to Activate Auto Add with ZipcodesHow to Manage Offer Adder Pricing

Real-World Example

💡 A solar contractor uses the import bulk data with the data wizard feature to keep their daily operations running smoothly — saving time on every project and reducing manual errors for the whole team.

Pro Tips

Start small: Test this feature on one project before rolling it out company-wide.
Need help? Contact SubcontractorHub support — they're always happy to walk you through it.
Bookmark this guide: Come back anytime you need a quick refresher.

Troubleshooting

Problem	Solution
Setting doesn't appear	Make sure you have admin access and refresh your browser
Changes don't save	Check your internet connection and try clicking Save again
Feature looks different	Your organization may be on a different plan — contact support

Change Log

Date	Change
May 2026	Rewritten for clarity; simplified language for non-technical contractors