Importing Subcontractors from a CSV File

To access this utility, go to 'Subcontractors' > 'Import & Export' > 'Import/Update Subcontractors from CSV File'.

1) Browse to the location of your Subcontractor CSV File by selecting 'Select a CSV file to Upload'

2) Select the required file and click 'Open' or 'Upload'

3) Your subcontractor information will be displayed on screen. For each column, choose the subcontractor data it represents. Ignore any columns and uncheck any rows you do not wish to be imported

To assist with column selection, simply select 'Match Header Row'. BrightCIS will try and match as many columns as it can for you.

Please note: should you have subcontractors' CSV files to import for more than one contractor e.g. you are moving a number of contractors across from a previous software, simply instruct BrightCIS to 'Remember Columns'. BrightCIS will subsequently remember the column selection used in the previous import when next importing a new subcontractor CSV file.

Alternatively, should you wish to reset your column selection, select 'Reset All Columns'.

4) Click 'Import' to complete the import of your subcontractor information.

 


Fields which can be imported into BrightCIS using CSV file format are:

Identity:

Trading Name

Unique Tax Reference (UTR)

Subcontractor Details:

Type of Subcontractor

Person's first name (sole trader/ partner)

Person's middle name (sole trader/ partner)

Person's surname (sole trader/ partner)

National Insurance number (NINO)

Company name

Company registration number

Partnership name

Partnership UTR

Is VAT Registered

VAT registration number

Tax payment status

Verification number

Verification date

Daily pay rate

Hourly pay rate

Works number

Department



Contact Details:

Address Line 1

Address Line 2

Address Line 3

Address Line 4

Postcode

Email Address

Phone Number

Payment:

Payment frequency

Payment method

Payment bank name

Payment sort code

Payment bank account name

Payment bank account number

Payment bank reference

HR:

Document password

Notes

A CSV file template for the above can be accessed here.