How to import contacts to Contractor Foreman

Contractor Foreman makes it easy to import your current contacts into the system, saving you time and ensuring that all of your critical contact information is correctly imported and organized.

First, navigate to the Directory module, where all contact information is managed. To import contacts, you will need to use a specific template provided by Contractor Foreman to ensure that your contacts are uploaded accurately.

This template is a CSV file that is formatted to import contacts correctly. On the top left side of the Directory, you’ll see the Contacts by Type widget that shows all contact types and the number of contacts you have for each type (Employees, Customers, Leads, Contractors, Vendors, Miscellaneous Contacts, Users).

Click the three dots next to the contact type you need to import, and click “View Import Template”. For example, if you need to import employees, click the three dots next to the employee count in the widget and click “View Employee Import Template”. This will download a CSV file for the specific contact type you selected.

Once you’ve downloaded the template, open it in any spreadsheet program (such as Microsoft Excel, Google Sheets, or any software that supports CSV files). You can now copy and paste your contact data into this template.

Also, feel free to download the templates from the links below:

Employees Template
Vendors Template
Contractors Template
Customers Template
Misc. Contacts Template

An important fact that you need to keep in mind is that you can only import one type of contact (e.g., Employees, Customers, etc.) at a time. Make sure all contacts in your CSV file belong to the same category.

Once your template is filled out and saved, you’re ready to import it into Contractor Foreman. There are two primary ways to import contacts: via the Contacts by Type Widget in the top left or using the +Contact Button in the top right.

Through Contacts by Type widget: Click the Three Dots Next to the Contact Type: As you did when downloading the template, click Import Contacts (.csv), select and upload the CSV File. You will see a preview of the data of your csv when you try to import. Make sure everything is in the correct place and click Import. Contractor Foreman will then process the import and add all of your contacts to the appropriate category in the Directory.

Through the +Contact Button: Click the +Contact button, and click on the Import option as you wish, and follow the same method as above.

If you want to review or verify previous imports, Contractor Foreman allows you to view a history of your past imports. In the same widget where you downloaded the template and imported contacts, you will also find an option to view previous imports. This is useful if you need to verify that an import was successful or if you want to reference what data was added during a specific import session.