Our Knowledge Base contains the answers to more than 500 previously asked questions.
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Bid Manager
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Bills
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Calendar
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Change Orders
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Client Portal
- Articles coming soon
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Cost Codes
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Cost Items Database
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Crew Schedule
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Daily Logs
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Directory & Contacts
- Video: Directory
- Basics of Directory
- Directory
- Directory & Contacts
- Exporting Contacts from QuickBooks Online
- How do I add an employee?
- How do I Save my Excel File as a CSV?
- How do you delete a customer record?
- How to Convert a Lead to a Customer?
- Importing Contacts
- How do I check/uncheck items under employee privileges?
- How to make an employee a user?
- Adding Users (Licenses)
- Disabling an Employees or User’s Account
- Users and Employees
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Document Writer
- Video: Using the Document Writer
- Video: Creating Proposals with the Document Writer
- What is the purpose of the Document Writer?
- Are there templates that I can use for Document Writer?
- How do I create or edit a document?
- The formatting of my document is not correct
- Can I use the Document Writer as a means to get signatures, like a contract?
- How do I resend or download a generated/sent document?
- How do we create an Estimate proposal package?
- How do we create a lien waiver (or other agreement/contract)?
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Equipment Logs
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Estimates
- Video: Estimates
- Adding Estimate and Estimate Items
- Basics of Estimates
- How do you import an estimate to Schedule of Values?
- How to add a tax percentage to bids so it can automatically give the total with tax?
- How to create an estimate template?
- How to Create an Estimate?
- How to use an Estimate Template?
- Is it possible to create an estimate without a Project tied to it?
- Is there a way you can add our address on the left-hand side of the estimates?
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Expenses
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Files and Photos
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Forms & Checklists
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Getting Started
- Video: Getting Started
- Adding Users (Licenses)
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- Disabling an Employees or User’s Account
- Exporting Contacts from QuickBooks Online
- Having trouble finding an item entered previously?
- How do I add an employee?
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- How to Un-Archive an Item?
- How to use the "Quick Start" Method for Contractor Foreman
- Modifying / Editing and Saving Records
- Users and Employees
- Your Next Steps
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- Basics of Company Settings
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Incidents
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Inspections
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Invoicing
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Leads
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Notes
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Opportunities
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Payments
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Permits
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Projects
- Video: Managing Projects
- Adding a Project
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- Basics of Projects
- How can a Project be removed from the list view after being Completed?
- How do I add files to a Project?
- How do you import an estimate to Schedule of Values?
- How to add a New Note & Link it to a Project?
- How to add an item on the Schedule of Values?
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Punchlists
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QuickBooks
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Schedule
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Schedule of Values
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Settings
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Sub-Contracts
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Submittals
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Time Cards
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To-Do's
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Vehicle Logs
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Work Orders
Importing Contacts
Importing contacts into your Directory is a simple process with Contractor Foreman. In the web panel, you can import the following contact types;
- Employees
- Vendors
- Contractors
- Customers
- Misc. Contacts
Contacts must be in CSV format and match the appropriate template. You can download a copy of the template from the list below or by going to the Directory and clicking on the appropriate dropdown.
Employees Template
Vendors Template
Contractors Template
Customers Template
Misc. Contacts Template
A CSV file will open. Once you have added your data, be sure to save it and follow the import steps. When saving, Excel my try to save it as an .xlxs file instead of .csv. This is normal but can be changed. See image below.
Select a record in the Directory that matches the contact TYPE you want to import. Meaning, if you want to import a list of Customers, select a customer record. In the bottom right, you will see an Actions dropdown. From there, select Import Customers Template.
The next screen will allow you to preview the file and data that will be imported.
Review all rows.
If you agree that the data looks correct, finish the import process by clicking the button at the bottom of the screen.
If for any reason you find a problem with the data you imported, using the same Actions Dropdown, select Previous Imports. From there you can Delete a prior import.
If you have questions, be sure to contact us and we will be glad to help you get your file imported. If your contacts are currently in QuickBooks and you need help exporting them, this guide will help: http://contractorforeman.com/knowledge-base/exporting-contacts-from-quickbooks-online/
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