In the Account Dashboard, Sites and Contractors can be imported in Bulk using CSVs.

The same process applies to each:

  1. Download the CSV Template

  2. Populate the CSV Template

  3. Upload the CSV Template

Download CSV Template

Site

To Download the CSV Template for Sites go to Account Sites > Click Import Site from CSV > Click Download Example CSV

Contractor

To Download the CSV Template for Contractors go to Account Contractors > Click Import Contractor > Click Download Example CSV

Populate CSV Template

Site

The Site CSV Template should have 4 columns and data populating those columns. "Name" column is the only mandatory column, the rest are optional.

Contractor

The Contractor CSV Template should have 15 columns. "Company Name" Column is the only mandatory column, the rest are optional.

Upload CSV

Once the data has been populate in the file, it is ready to be uploaded.

Site

To Upload Site data go to Account Sites > Click Import Site from CSV > Click Select FIle > Choose a file > Click Upload

The site data will appear in the list

Contractor

To Upload Contractor data go to Account Contractors > Click Import Contractor > Click Select File > Choose a file > Click Upload

The Contractors will then appear in the list

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