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Workspace PS Web App & Platform
Categories Companies & Contacts
Created by Lucas Moore
Created on May 1, 2025

RELATED IDEAS

Import Company Contacts using a spreadsheet

Some organizations have need to assign records to Contacts that may not have a ProjectSight License, and they may have many contacts that could fall into this category, the current flow requires an Administrator add Company Contacts individually. Having a formatted spreadsheet like some of the other Import/Export functions that allows for population of the fields could be very useful.

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  • Lucas Moore
    May 2, 2025

    This functionality exists inside the Project Settings > Companies > Import Export

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Dear Viewpoint Suggestion Box contributor;

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