Subcontract Import Template
Use the Subcontract Import Template in conjunction with the Import Transactions screen function to import subcontracts into ProContractor. The Subcontract Import Template contains the following worksheets:
- Subcontract worksheet
- Item Detail worksheet
- Item Tax Detail worksheet
- Lien Notice worksheet
- Contacts & Routing worksheet
- UDF worksheet
In most cases, each worksheet corresponds directly to a tab of the related entry screen in ProContractor. Required fields in a worksheet are highlighted yellow; fields that are required only under certain conditions are highlighted gray. Viewpoint suggests formatting all values as text in the Excel template.
Include the primary information for the records you want to import on the first worksheet, ensuring that that each record has unique values in the key fields for the import type. For most import types, the first worksheet is the only worksheet that is required. If there are additional worksheets in the template, use the additional worksheets as needed to provide record details. When importing, ProContractor uses the key fields for the import type to prevent duplicate records and to link detail records to primary records.
For example, the key fields for the Subcontract import type are Company and Subcontract. In the Subcontract import template, include each new subcontract in the Subcontract worksheet, ensuring that each record has a unique value in the Company and Subcontract fields. If needed, include details for those subcontracts (such as line items, lien notices, and contacts) in the additional worksheets.
Subcontract worksheet
| Company | Project | Subcontract | Vendor | Document Form | Payment Terms | Subcontract Date | Priority | |
|---|---|---|---|---|---|---|---|---|
| 1 | 01 | 01RES | 00000002 | THO100 | Subcontract | N30 | 09/16/2016 | Normal |
| 2 | 01 | 00SITE | 00000001 | YAT100 | Subcontract | N10 | 09/22/2016 | Normal |
Item Detail worksheet
| Company | Project | Subcontract | Line Number | Cost Code | Cost Type | Item Description | Amount | Retainage | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | 01 | 01RES | 00000002 | 1 | 0311 | Subcont | Concrete Slab | 143,000.00 | 10.00 |
| 2 | 01 | 01RES | 00000002 | 2 | 12 | Subcont | Furnishings | 30,060.00 |
If a detail record does not match a primary record based on key field values, ProContractor marks the detail record as “orphaned” during the validation process. If you continue with the import without correcting orphaned records in the import file, you must manually enter the orphaned records into the system.
Importing subcontracts is part of Subcontract Setup. Before importing subcontracts, you must complete several other setup steps, such as setting up accounts, projects, vendors, and tax authorities.
