New Bulk Company Importer

We have added a new bulk import tool to the Companies & Contacts feature to help you get your business data into the platform faster. Instead of entering vendors one by one, you can now upload a list and let our AI handle the data entry.

How it Works

We have made the workflow simple so you can upload an unstructured list of your companies, and our AI will handle the formatting to ensure you have a smooth import.

• ‍Navigate to the Page: Go to Companies -> Companies - Bulk Import, or click this direct link: tools.flipperforce.com/companies/bulk-import.
• ‍Upload: Select any unstructured CSV or PDF document from your computer.
• ‍AI Extraction: Our AI automatically identifies and extracts the Company Name, Email, Phone, Address, License ID#, Tax ID#, and Notes.
• ‍Review & Save: Verify the results on-screen and click "Import" to populate your catalog.

Why it Matters

Importing your companies and contractors is the first step to streamlining your project workflow. Once they are in your Company catalog, you can immediately:

• ‍Assign Contractors to Schedules: Easily coordinate start and completion dates for renovation items.
• ‍Track Project Expenses: Tag specific vendors to expenses to see exactly how much you are paying each contractor.

Coming Soon:

Up next, we will be revamping our Expense Importer with a similar AI-powered workflow, making it even easier to bulk import and categorize your project costs.