How to Bulk Upload Manual Projects

SubcontractorHub allows users to create projects manually by entering all the necessary information and saving. However, if you need to add multiple projects at once, entering all of the data manually is time-consuming and inefficient. That’s why we have created the bulk manual upload feature, as part of SubcontractorHub’s Data Wizard, allowing you to import manual projects with just a few clicks. Follow the steps below to get started.

Step 1: From the main menu, open the “Manage Database” dropdown and select “Data Wizard”.

Step 2: From the categories of data, select “Project”.

Step 3: Click “Next”.

Step 4: Click “Choose File” and upload the CSV file containing your project data.

Here’s how to sample file appears:

Step 5: After uploading your CSV file, click “Next”.

Step 6: Map the columns to the corresponding data in your CSV file. Then, click “Next”.

Step 7: Click “Import”. Once complete, you will be able to view all of your manual projects in the “Projects” tab.

Step 8: You will receive a notification after successful import.

Note: To add additional fields, use separate tabs:

Use the Custom Fields tab (e.g., Custom Fields retroactively_6) for custom field entries.
Use the Stage Fields tab (e.g., Stage Fields PTO@PTO_Notes) for stage-specific fields.