Import Screen

Updated on 16 Apr 2025
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Import screen

The Import screen lets you upload data in bulk across several Aspire modules. It’s particularly useful for onboarding, seasonal updates, or bringing in data from external systems.

The import types are listed in the dropdown menu at the top of the screen. Each one has its own required fields, formatting rules, and validation logic.

Supported import types:

Contact
Employee Contact
Property
Vendor
Catalog Item
Contact Certifications and Skills
Opportunity

General File Requirements

File format: .xlsx only
Maximum rows per import: 3,000
All rows must meet the required field and formatting rules for the selected import type
Unsupported columns are ignored

Note:

If the file exceeds 3,000 rows, Aspire blocks the import and displays the following message:
"File exceeds maximum of 3,000 records. Please reduce the file size and try again."

Validation Behavior

Aspire performs a row-by-row validation before allowing an import. Results appear as either warnings or errors.

Warnings

Indicate that optional data is missing or unexpectedly formatted.
Do not block the row from importing.

Examples:

Blank contact title.
Phone number is in an unrecognized format.
Extra columns not recognized by Aspire.

Errors

Prevent a row from importing.
Aspire imports only rows without errors.
If all rows contain errors, Aspire blocks the import.

Examples:

Missing required field (e.g., Property Name or Contact First Name)
Invalid email format
Burden % over 100
Non-numeric item price

To proceed with a partial import, select Complete Import in the lower-right corner. To fix errors, update your spreadsheet and re-upload.

Import Status Logic

Result	Import Enabled?	Outcome
No errors or warnings	Yes	All records are imported
Warnings only	Yes	All records are imported
Some rows with errors	Yes	Only valid rows are imported
All rows with errors	No	Import is disabled
File exceeds 3,000 rows	No	Import is blocked with an error message

Import Types and Key Fields

Use the table below to review required fields for each import type:

Import Type	Use Case	Required Fields
Contact	Import client or external contact records	First Name, Last Name, Contact Type, Email (if login required)
Employee Contact	Import internal users for payroll, scheduling, and access	First Name, Last Name, Contact Type (Employee), Pay Rate, Burden %, Effective Date, Employee PIN
Property	Import property addresses linked to customer accounts	Property Name, Address Line 1, City, State, ZIP, Branch
Vendor	Import suppliers and subcontractors	Vendor Name, Vendor Type, Address Line 1, State, ZIP
Catalog Item	Add items to the Item Catalog	Item Name, Item Type, Unit of Measure, Cost
Contact Certifications & Skills	Assign certifications and skills to employees or subcontractors	Contact ID or Email, Certification or Skill Name, Effective Date
Opportunity	Import sales opportunities linked to properties	Opportunity Name, Property, Stage, Estimator, Opportunity Type

Tip:

Download the import template for each type directly from the Import screen in Aspire for a full list of field definitions and formatting rules.

Troubleshooting Import Messages

Aspire provides context-aware messages to help you resolve issues during import:

Warning – Indicates missing or oddly formatted optional data. The row will still import.
Error – Indicates required data is missing or invalid. The row will be excluded.
Blocked import – Appears when no rows pass validation or the file exceeds 3,000 rows.

To resolve:

Hover over the warning or error icon next to the affected row.
Review the message.
Open your spreadsheet and correct the issue.
Re-upload the corrected file.

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Application - Issues screen

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Import screen