How to Import Your Subcontractor List
If you have an existing list of subcontractors that you want to add to Houzz Pro, save time and ensure accuracy of data by importing your list in one upload — it can be an XLS, XLSX, or CSV file. All you have to do is make sure your list is formatted to match our template, and you'll quickly have all your sub's data in your account.
To import your subcontractors, follow these steps:
1. In the Company menu, select the Subcontractors section.
2. In the upper right, click the Actions menu and select Import Subcontractor List.
3. Click "Download Template" under Tips on Importing to download the CSV file template.Â
4. Open the downloaded template and fill in your subcontractors, or copy the template formatting on your own file to match.
Follow these tips for a successful import:
- Only upload Excel (XLS, XLSX) or .csv files
- Each entry requires at least Email or Phone
- Area codes should be included for phone numbers
- Duplicate entries not permitted
- Each uploaded file supports a maximum of 500 entries
- Separate trade names using semi-colons
5. Save the completed CSV or Excel file.
6. In the import screen, click "browse" and attach the file, or drag and drop the file into the box. If successful, you will see a message noting how many lines the system detected in your file. Click Next to start mapping your files columns to Houzz Pro fields.
7. Choose the field that best matches your column name. Only the columns you map will be imported. Click Import when you are finished mapping.
8. If your file was imported successfully, you will see a confirmation of how many records were successful. Click Done to return to your Subcontractors page.
Note that if some entries fail to upload, the remaining entries that succeed will still be successfully uploaded. If there were any errors in the import, you will be notified of the exact errors so you can fix and re-upload them. See "Upload Errors and How to Fix Them" below for more details.
In the subcontractors list, you can see the main details for each sub. To edit a subcontractor's details, upload certifications or change project access, click Edit to the far right of their details.
Upload Errors and How to Fix Them
If some entries within your file fail to upload, the remaining entries that succeed will still be successfully uploaded to your Subcontractors list. In Step 3 of 3, if any errors occur, you will see how many entries/records failed and what the errors are. You then have the ability to download the skipped records, fix them and re-upload again.
Upload Errors:
- Invalid Phone Number: Make sure you include area code in the phone numbers.
- Invalid Email: Check to make sure email addresses are complete and include name@domain.com, for example.
- Already invited as a team member - duplicate email: This means there's a team member invited with the same email, so you can't add that same email as a subcontractor.
- Already invited as a subcontractor - duplicate email: This means there's already a subcontractor in the list with the same email - we don't allow duplicates.
- Already invited as a subcontractor - duplicate phone: This means there's already a subcontractor in the list with the same phone - we don't allow duplicates.