Bulk upload contractors by spreadsheet

You can upload new contractors in bulk onto the system using the 'Upload contractors' button on the Contractor list. From left sidebar, go to- 

1. On new layout - Contractors / List. On old layout - Setup / Contractors
2. Click on 'Get upload file template' button to get the upload file template.
3. Add the contractor data to the downloaded template file and save
4. Back on same screen, click on 'Upload Contractors', upload the saved file and click OK

5. You can check the status of the uploaded file under Requests tab. You can also filter by 'Items created by you'-

If you still don't find it, maybe its still running, you can check under Tools / Your Pending jobs.

6. If the file upload failed, the request will contain a message under Description field saying - 

"Upload of "filename_contractors.xlsx" to "Managing agent" FAILED. Total records processed: 0. Total errors: 1"

You can view the error by downloading the failed file from the Attachments tab as shown below. Download and open the file and the error field will be highlighted in red dotted lining.