All Collections
Getting Started & System Set-up
How to create contacts (contractors/suppliers) or load from excel
How to create contacts (contractors/suppliers) or load from excel

How to create your suppliers and contractors either individually or in bulk

Dan C avatar
Written by Dan C
Updated over a week ago

Audience: Builder

Read time: 7 mins

Article contents: FAQ/ How To/ Inline Video

This article will cover the two main ways you can create contacts (contractors/suppliers), either:

  1. One by one through the contact menu.

  2. In bulk via the excel upload. This second option is great if you have their details in your accounting, email or elsewhere.

This video below will cover both methods.

Assistance with bulk loading

Please use the below link to access our template for loading contacts, this will show you the right format for your contacts before loading it in.

Top tips for contact lists:

  • Use an Excel workbook (.xlsx) file or the above template

  • Close the file before loading it in

  • Make sure row 1 is headings (see the attached template)

  • Avoid formulas

  • Avoid photos

Did this answer your question?