How to import bulk data with Data Wizard?

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. 

Step 1: Locate Data Wizard from the SubcontractorHub Main Menu

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 SubcontractorHub 

Please verify your data carefully before proceeding