Search only in titles

---

Microsoft Excel

You can import subcontractor information to Preconstruction using a Microsoft Excel spreadsheet. In the application, you can download a blank version of this spreadsheet, which includes columns for all of the information that you can import for each subcontractor contact.

If you import a subcontractor who already has an Oracle Construction and Engineering account for Lobby (based on organization name, country, and postal code), the details in their Oracle Construction and Engineering account will be added to their Preconstruction profile.

In order to import a subcontractor contact, you must have the following information, which corresponds to required fields in the spreadsheet:

• Contact First Name
• Contact Last Name
• Contact Email
• Organization Name
• City
• State
• Postal Code Country

To import subcontractor contacts using an Excel spreadsheet:

In Preconstruction...

1. On the Directory page, on the My network tab, select  Import.
2. On the Import subcontractors dialog, in the Select source section, select Import using Excel.
3. Select Download excel (.xls) template.
4. Save the template file to your computer and open it.

In the Excel Template...

1. On the SubcontractorsList sheet, enter information for each subcontractor contact that you want to import in its own row.

   Important: If you are importing multiple contacts from one organization, make sure these fields are identical for each contact in that organization:

   • Organization Name
   • Address1
   • Address2
   • City
   • State
   • Postal Code
   • Country
   • Phone
   • Fax

   If this information is not identical, you will create multiple records that refer to the same thing.

   The Instructions sheet includes more tips and instructions for quick reference.

2. When you have added information for all of the subcontractor contacts that you want to import, save the spreadsheet.

Back in Preconstruction...

1. If you've navigated away from the Import subcontractors dialog, on the Directory page, on the My network tab, select  Import.
2. On the Import subcontractors dialog, in the Select source section, make sure Import using Excel is selected.
3. In the Drag and Drop box, drag the populated Excel spreadsheet that you saved a moment ago.

   Alternatively, you can simply select the Drag and Drop box and browse for the populated Excel spreadsheet.

4. Select Import.

---

Last Published Friday, February 23, 2024