The Import Contractors feature in iiQ Facilities allows users to import and activate contractor data. On the Import Contractors page, you can import a list of contractors from a CSV file into iiQ.
Permission and Navigation
The following permissions will allow users to perform the following actions:
Manage Contractors and Contractor Types: Allows users to create, edit, delete, and import Contractor and Contractor Types.
Navigation: Accessible in the iiQ Facilities module under Contractors > Import Contractors in the left navigation menu.
Preparing Your Import
On the Import Contractors page, you can download a template to upload contractors. The template includes the following fields:
Name *
Contractor Type *
Contractor Status *
Street 1
City
State
Zip
Contact Name
Contact Email
Phone
Description
Matching Rules: Each contractor must have a unique name. If a contractor name matches one already in iiQ, the corresponding contractors will be updated.
Note: Each imported contractor must reference a valid Contractor Type. Records containing an invalid or unmapped Contractor Type are skipped during import until the appropriate Contractor Type is created or mapped.
Import Process
Upload: When you are ready to begin your import, drag and drop a CSV file into the import section.
Map Fields: After uploading, you will be directed to the mapping fields page.
Model Matching: In the right corner, select the Model Matching Strategy; Match by Contractor Name is automatically selected.
Review: After completing the necessary mapping and configurations, click Continue to Next Step. You will be directed to a page to review the imported data, including which contractors will be created and which will be skipped.
Tip: You can search this page for a specific contractor to see how it will be processed during the import.
Revisions: Please revert to the appropriate step if you need to make any changes.
5. Begin Import: Once you are ready, click Begin Import Process.
6. Completion: When completed, the import status will show Completed—Successful.
Reviewing Imports
You may review any recently completed imports at the bottom of the parts or inventory Importer page.
Detailed Reports: To see which contractors were created and skipped, click Show Import Results to open the Import Results page.
Export Logs: Alternatively, click Download Results to log the import file.
Availability: Show Import Results and Download Results are available for imports completed in the last 30 days.
Resuming Imports: You can stop and resume the import process at any time. To access any pending incomplete import, navigate to the import in question and click Continue.