How to create and import Installers and Subcontractors in MeasureSquare CRM

How to create and import Installers and Subcontractors in MeasureSquare CRM

In this article, we will cover how to Create/Import Installers and Subcontractors into MeasureSquare CRM via QuickBooks Vendors or Local Files (CSV, XLS, or XLSX).

1. From the homepage, navigate to the Installers/Subcontractors tab under Installations


To create a new Installer/Subcontractor:

1. From the Installer/Subcontractor tab, click on the New Installer/Subcontractor button


2. In the pop-up window, fill in the relevant information of the new Installer/Subcontractor. Click on Save button to save this installer/subcontractor to your MeasureSquare CRM Installer/Subcontractor list.
Below is an example of the Edit Installer fields:


To import from QuickBooks Vendors:
Info
Make sure you have connected your QuickBooks Account to MeasureSquare CRM. You can follow the steps in Quickbooks Online Integration with MeasureSquare CRM

1. From the Installers/Subcontractors tab, click on the dropdown next to New Installer/Subcontractor then choose to "Import from QuickBooks Vendors"

2. The system should automatically start to import the Vendors information from Quickbooks Vendors of your connected Quickbooks account.

To import from Local Files (CSV, XLS, or XLSX):
1. From the Installer/Subcontractor tab, click on the dropdown next to New Installer/Subcontractor then choose to Import from file

2. In the pop-up window click on "Click to Import" to select files from your local folders.

For an example of how to organize your import files, click on Download sample spreadsheet or see attachment



Additionally, you may reach out to our Support team via support@measuresquare.com

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