Perform a Bulk Export or Bulk Import

Multiple records can be exported or imported at once using CSV files. Bulk import actions can be used for adding new records and editing existing records.

PREREQUISITES:

  • The Contractor security function and its associated sub-functions must be selected for the security role you belong to. See Security Roles for more information.
  • You must have a country code, state, and zip code set up. See Country Setup for more information.
  • A contractor employee must be defined for each contractor company in order to be added to a case.
  1. From the home page, click Permitting and click Contractor Setup.
  2. On the Contractor panel, select the entry or entries you want to export data for.

If you don't make a selection, the CSV export file will include data for all records that contain data related to the export category you select on the download menu.

  1. Click Export CSV.

  1. Make a selection from the download option menu: Export Contractor Company, Export Contractor License, Export Company Employee, Export Contractor Company Detail, Export Company Employee Role Detail.

The CSV file downloads.

  1. From the home page, click Permitting and click Contractor Setup.
  2. Download the CSV file(s) that contains the appropriate rows and columns for the import you want to perform. See Bulk Export for more information.
  3. Edit the CSV file with the data you want to add or edit and save the file.
  4. Click Import CSV.

  1. Select an import option: Import Contractor Company, Import Contractor License, Import Company Employee, Import Contractor Company Detail, Import Company Employee Role Detail.

The import panel opens.

  1. Drag and drop a file into the file upload area, or click within the file upload area to browse and select a file.

After selecting a file, data from the file displays for review in the columns above the file upload area.

  1. Click Import.