You can quickly create contractors in bulk and upload relevant details using the import template, saving time and reducing manual data entry.
💡Please note
Users must be granted access to Import Contractors in order to see the feature. This permission can be enabled in the Roles settings.
To import contractors, here are the steps:
Make sure contractor types and contractor properties are created.
Select Contractors in the left-hand side bar and click on Import. Then you will be navigated to the contractor import area.
Download the template.
Complete the template by following the instruction in the file.
Upload the template and choose to preview or import the data directly.
Preview (Validate Only) – You can preview the contractor details and view valid or invalid information, allowing you to correct any mistakes before importing.
Import (Validate & Import) – You can validate and import the correct information directly. Any invalid contractor details will be flagged and will not be imported.
☺️ Have questions or need support? Reach out to us at email. We're here to help!