Disclaimer: FlipperForce does not provide tax, legal, or accounting advice. This report and FAQ are for informational purposes only and should not be soley relied upon for tax compliance. Because IRS rules are complex and subject to change, we strongly recommend consulting with a qualified tax professional or accountant before making business decisions or filing returns.
Yes! You can easily bulk import your vendors, contractors, and companies using our Bulk Company Importer found on the Companies and Contacts tool.
Yes! You can easily bulk import your vendors, contractors, and companies using our Bulk Company Importer.
Our Bulk Company Importer allows you to easily bulk upload an unstructured list of your companies, and our AI will handle the formatting to ensure you have a smooth import.
How it Works
We have simplified the workflow into a 3-step process so you can get your professional network on the platform in seconds:
Navigate & Upload: Go to Companies -> Companies - Bulk Import (or click here). Select your CSV, Excel, or PDF document from your computer.
AI Analysis: Our AI scans the document and automatically identifies the Company Name, Email, Phone, Address, License ID#, Tax ID#, and Notes.
Review & Save: You will see a preview of the extracted data. Simply verify the results on-screen and click "Import" to populate your catalog.
Supported Files & Best Practices
File Types: We support CSV, Excel (.xlsx, .xls), and PDF files.
No Templates Needed: You do not need to reformat your spreadsheet. Our AI handles unstructured and "messy" data for you.
Pro Tip: For the best results, ensure each row or section has a clear Company Name, as this is the primary field used to create the record.
Why should I import my companies?
Importing your companies is the first step toward a fully automated project workflow. Once your vendors are in your catalog, you can:
Assign Contractors to Schedules: Link pros to specific tasks to coordinate start and completion dates.
Track Project Expenses: Tag vendors to expenses to see exactly where your budget is going and track 1099-eligible spending.
