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Once you've loaded your CSV contractor list, the process of completing the Welcome Email and sending this out to your contractors is the same as adding a contractor via their email.  

Adding Contractors via a CSV Contractor List

To upload a contractor List:

1. From the Contractors sub-tab, we click on the ‘Add Contractor’ button at the top left of the screen
   
   
   
   
2. Then click on the 'Upload a Contractor List' button to the top right of that page  
   
   
   
3. This will take you to the Upload Contractors page - with the 'Select Contractor CSV File' upload field
   
   NOTE: RAVE requires your Contractor CSV File to be set up in a very specific way - you cannot just upload any random excel spreadsheet and expect it to be loaded into RAVE.  
   
   Your file needs to be saved as a 'plain' CSV file, aka a 'Comma Separated Values' file, which may display as a 'CSV (Comma delimited)' file when choosing the format to save your file.  
   

   To assist you with this, we have provided a sample 'contractor_list_template.csv' file on this page also - just click on the blue link to download.  Opening this file you will see that each line down the page is a separate contractor profile.
   
   

   
   The only required field on this CSV template is the contractor's email address, but we encourage you to fill in as many fields as you can to make it easier for your trades to check that their details have been loaded correctly - also making it easier for you to find and attach contractors to your projects and schedules.   The CSV columns to fill in are the contractor's:

   • Trade 
   • First and Last names - or the name of your primary contact for that business 
   • Email address - this needs to follow a valid email address structure 
   • Business or contact phone number 
   • Mobile number 
   • Business or company name 
   • Qualification(s) if any
     
     

     
     

     • Once you have populated your Contractor List and saved this as a plain CSV file, go back to the Upload Contractors page in RAVE
     • Click on the 'Select a file' field, and select your saved Contractor List CSV file
     • Then click the 'Continue' button 
       
       
       This takes you to the Upload Preview screen, where you can check over the data to be uploaded.  If the Upload Preview doesn't look right to you, go back to your CSV file, make and save any changes then click on 'Change File' to upload your updated file. 
       
       
       Once you are happy with the Upload Preview display, click the 'Continue' button to move on to the 'Send Welcome Email' stage.
       
       From this point onwards, the process is the same as the 'Adding a Contractor using their Email Only' process.
       
       REMEMBER:  RAVE will send an invitation to the contractor(s) letting them know what their login email is, allowing them to log in and check their information is correct - the email invitation/notification is automatic and can not be bypassed.