Import Subcontractors

Any client can add subcontractors individually or upload a CSV File of subcontractor information.

Prepare Your Spreadsheet #

Prepare a CSV file in excel, sheets, or google sheets. Make sure to save as a .CSV file.

Use the top columns any or all of these fields listed below. The first three are required.
Make sure to name them the same exact title, not a variation of these titles!

1. Company Name
   1. There is an * on the list (see screenshot below). Please don’t include this * in your spreadsheet column header
2. Contact Name
3. Website
   1. Please include the “http://’
4. Address
5. Phone
6. About
7. Member
   1. Is this contractor a member of your HBA? Put “yes” in this column if they are
8. Job
   1. The job they performed at a home (please ensure you specify a builder or home)
9. Builder
   1. this is the builder they contracted for, adding this column will list this subcontractor in all the builder’s homes
10. Home
    1. This will assign the sup-contractor to the home built by the given builder

Import Spreadsheet #

1. Go to the ParadeSmart manager
2. Click “Advanced,” then scroll down and click “Subcontractors”

1. To upload a file click “import” (To create a new subcontractor individually, click “create” and add information. )
2. Choose file and upload. It should take a minute
3. If the upload fails or gives errors, there is probably something small and technical in your file that confuses the system. Check for the following:
   1. Spelling errors
   2. Differences between the column titles and how they’re listed
   3. Extra commas in numbers
   4. Try using zeros instead of blank cells
   5. Try deleting a column that gives you errors (enter that information manually after upload)
   6. Try uploading in chunks of 100 lines or less