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How to Import/Export Information in Data Wizard?

Why This Matters

With the import and export option in the Data Wizard, you can quickly update, share, or back up pricing data, including all adders, in just a few steps. This saves time, reduces manual work, and keeps your pricing accurate and consistent across every proposal.

What You'll Need

  • Access to SubcontractorHub Platform.

Step-by-Step Instructions

Follow the steps below for Adders

Step 1

Click “Manage Database” and select “Data Wizard” from the dropdown.

Step 1 - How to Import/Export Information in Data Wizard?

Step 2

You can select your preferred job type from the list.

Step 2 - How to Import/Export Information in Data Wizard?

Step 3

Click “Next”.

Step 3 - How to Import/Export Information in Data Wizard?

Step 4

Click “Choose File”. Choose the preferred file and upload it. Click “Next”.

Step 4 - How to Import/Export Information in Data Wizard?

Step 5

Fill out the mandatory details.

Step 5 - How to Import/Export Information in Data Wizard?

Step 6

Scroll down and click “Next”.

Step 6 - How to Import/Export Information in Data Wizard?

Step 7

Click “Validate” and wait for the file to be validated.

Step 7 - How to Import/Export Information in Data Wizard?

Step 8

Once the file is validated, the data will be imported from the file successfully. The same steps apply for all job types and their adder details.

Step 8 - How to Import/Export Information in Data Wizard?

Follow the steps below for Adder Price

Step 1

Click “Manage Database” from the main menu and select “Data Wizard” from the main menu.

Step 1 - How to Import/Export Information in Data Wizard?

Step 2

Select the preferred job type from the list and click your adder of choice from the list.

Step 2 - How to Import/Export Information in Data Wizard?

Step 3

Click “Next”.

Step 3 - How to Import/Export Information in Data Wizard?

Step 4

Select the adder and territory from the dropdown and click Download to view the existing roof adder pricing. Additionally, you can get a sample adder pricing document. Click “Choose File” to select your preferred file to upload.

Step 4 - How to Import/Export Information in Data Wizard?

Step 5

Fill out all the mandatory information.

Step 5 - How to Import/Export Information in Data Wizard?

Step 6

Scroll down and click “Next”.

Step 6 - How to Import/Export Information in Data Wizard?

Step 7

Click “Import”.

Step 7 - How to Import/Export Information in Data Wizard?

Step 8

Step 8 - How to Import/Export Information in Data Wizard?

Pro Tips

  • 💡 Pro tip: Bookmark this page for quick reference when you need a refresher.

  • 📱 Works on mobile: Access this feature from your phone or tablet when you're in the field.

  • 🔄 Automate when possible: Pair this feature with automations to reduce manual work.

Troubleshooting

Problem

Solution

I don't see this option

Make sure you have Admin access. Some features require specific permissions.

Changes aren't saving

Try refreshing your browser and make sure you clicked Save before navigating away.

Something looks different from the screenshots

SubcontractorHub updates regularly. The feature works the same way — the layout may just look slightly different.


Last updated: 2026-08-28 · Source: How to Import/Export Information in Data Wizard?

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