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Import a list of contractors

Bring in your existing contractors from a spreadsheet: preview first, then send the invitations. Our team helps for free.

2 min readLast updated

Applies to: Core (every organisation) · Administrator, Staff and team members, Safety officer (HSEQ)

On this page

Bring in the contractors you already work with from a spreadsheet. Preview first: nothing is saved or sent until you import. Each new contractor gets the usual invitation and uploads their documents once, for free.

Before you start

  • Confirm your own email address (needed to send the invitations).
  • Have these columns: company, ABN, trade, category, contact, email, phone. A header row is optional; with one, the columns can be in any order.

How to import

  1. Step 1: Open the register and select Import a list (it's also linked from a site's page).
  2. Step 2: Paste rows from your spreadsheet (commas or tabs), or choose a CSV file under …or a CSV file.
  3. Step 3: Optional: choose a site in Also put them on a site, and a question set in Ask them to prequalify.
  4. Step 4: Select Preview. Each line shows what will happen and any problems.
  5. Step 5: Fix anything marked, then select Import and send invitations.

What each line shows

  • New: invite: a new business. They get an invitation email.
  • On iComply: invite to your register: they already have an iComply profile (matched by email or ABN), so they're asked to accept your invitation. They never get a second profile.
  • Already on your register: nothing changes.
  • Skipped: something's wrong with the line, for example no email. The reason is shown.

Limits

  • Up to 300 lines at a time.
  • A CSV file up to 1 MB. Split a bigger list and import it in parts.
  • Duplicates are removed by email and ABN, within the file and against your register.

Free help from our team

Bringing your records in is part of Core. If your list is messy or you'd rather not do it yourself, contact us and our team will help, free.

Common questions

  • I don't see Import a list. On the register, the button shows for administrators of builders and other businesses. Anyone else can reach it from a site's page, or send us the spreadsheet.
  • What category do they get? The one in your category column when it matches one of yours; otherwise your general category. The preview shows it.
Open Import a list
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