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How to load contacts from excel

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

Written by Dan C

This article will cover the way to import contacts (contractors/suppliers/employees) from Excel.

This video covers the steps, we also have the written steps down further:

Import template

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.

Contact loading spreadsheet template

Tip: AI tools like Claude, ChatGPT or Copilot can quickly reformat your spreadsheet to match Buildxact's import layout. Include the link to this article in your prompt so the AI understands exactly how the file needs to be set up.

Contact groups

The contact group for each contact should always be one of the following:

  • Contractors

  • Employees

  • Suppliers

Important: Loading contacts with any other contact group could cause issues with your accounting sync.

Steps

  1. Download the contact import template.

  2. Complete your Excel spreadsheet with your contact information, making sure each contact's group is Contractors, Employees or Suppliers.

  3. Save the spreadsheet.

  4. Go to Contacts > Import.

  5. Upload your Excel file.

  6. Match your spreadsheet columns to the correct Buildxact fields.

  7. Review the import preview and fix any errors if needed.

  8. Select Import.

  9. Wait for the import to finish.

  10. Review your imported contacts and update any additional details if required.

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