How can I add multiple Contacts at once?

You can add multiple Contacts at once by importing Contacts from Excel to ConstructionOnline. Using ConstructionOnline's provided Excel template, you can instantly upload Contacts in bulk—saving hours of manual data entry. However, the import Contacts function should not be used to add your internal company employees (aka Company Users). Company Users should be manually added one at a time to ensure correct permissions are set for each user. 

When Contacts are imported to ConstructionOnline, they are automatically saved as Basic Contacts. Basic Contacts do not have access to your ConstructionOnline Account or Project Portal. You will need to go back and mark each contact with their corresponding Contact Type, such as ClientLink User, Lead, or TeamLink User. 

Step-by-step instructions for importing Contacts from Excel to ConstructionOnline can be found here.

Click here for more frequently asked questions (FAQs) regarding Contacts.