Before you start
- You have admin permissions
- You have collected all required contractor information (names, emails, banking details, tax forms)
1
Step 1 of 6
Download the CSV template
- 1Navigate to Contractors > Add Contractors
- 2Click 'Bulk Upload' or 'Download Template'
- 3Download the CSV template file
- 4The template includes all required columns with examples
2
Step 2 of 6
Prepare your contractor data
- 1Fill in contractor information: name, email, phone number
- 2Add banking details: account number, routing/SWIFT code, bank name
- 3Include currency preferences for each contractor
- 4Add tax information and compliance document references
- 5Ensure all required fields are filled (marked with * in template)
3
Step 3 of 6
Validate your CSV file
- 1Save your CSV file in UTF-8 encoding
- 2Check for duplicate email addresses
- 3Verify all currency codes are valid (EUR, GBP, USD, etc.)
- 4Ensure banking format matches your region's requirements
4
Step 4 of 6
Upload the CSV file
- 1Return to Contractors > Bulk Upload
- 2Click 'Choose File' and select your prepared CSV
- 3The system will validate your file and show a preview
- 4Review any validation errors and fix them in your CSV if needed
5
Step 5 of 6
Review and confirm
- 1Review the contractor preview before finalizing
- 2Check that all data imported correctly
- 3Verify banking details are formatted correctly
- 4Click 'Confirm Upload' to create all contractors at once
6
Step 6 of 6
Complete onboarding
- 1Contractors will receive branded invitation emails automatically
- 2They'll be prompted to complete their profiles and verify banking details
- 3You can track onboarding status in the Contractors dashboard
- 4Follow up with any contractors who haven't completed their profiles