Import Contractors in Minutes: Upload, Map & Import
на канале: FM Dashboard, LLC
In this video, we will show you the new contractor bulk import feature. We look at how mapping your custom columns helps you solve the problem of mismatched files. We cover how to use the spreadsheet uploader to save hours of manual data entry.
You’ll learn how to upload your spreadsheet, match your columns using visual color indicators, and check your final results for errors. Whether you are a facilities manager or a operations head, these steps will help you move from tedious manual typing to having your full vendor list ready in seconds.
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Chapters
00:00 Intro to Bulk Importing Contractors
00:15 How to Upload Your CSV or Excel File
00:20 Mapping Columns and Checking Color Indicators
00:35 Reviewing and Saving Your Import Results
#FMDashboard #ContractorManagement #DataImport #FacilitiesManagement