SignsearchPRO support services will attempt to make Network Connections within PRO for all of the sign contractors in your current vendor network. We'll also add any custom "for your eyes only" data fields to accommodate any information you've retained about your vendors. Please refer to the article General Rules and Guidelines for Making Connections to your Current Vendor Network and Importing Custom Contractor Specific Data Elements.
You may provide us with your data in either Excel or CSV format. Typically we'd expect to receive your file with the field labels in columns, and the data in rows, but we can likely work with whatever you provide.
We’ll provide you with a secure drop site where you can place your import files, or we can “come and get them” from you if you’d rather if you already have such a secure drop site at your disposal that we could be allowed to access.
- While an email address is required from the contractor to participate in PRO, you are not required to provide one. We do, however, highly recommend that you provide one where possible so that we can ensure the most accuracy in trying to locate and establish your connections with contractor records in our master database. Furthermore, we will use email notifications to attempt to contact contractors that we are not able to locate in our master database.
- Email addresses must be unique. That is, PRO cannot accept the same email address for duplicate records or contacts. For records that have duplicate email, we will analyze the associated records and attempt to make contact with the contractor to obtain an alternate email address for a particular record.
- Because the contractor is responsible for managing their data (removing this burden from you), any data that you provide for any of PRO's standard or extended fields will not be imported / updated. We will, however (and where ever possible), ensure that we've contacted the contractor to ensure that their profile is accurate.
- You may submit any number of custom-to-you fields and / or files to be added to a contractor record. All custom fields that you provide, as well as any documentation that is specific to your company (COI’s and the like), will be imported and made private and available to your users only.
Our goal is to ensure that, when completed, you're in a significantly better position with accessing detailed contractor data than you were before. If you're not, please let us know so that we can try and make it right!
Below please find a list of standard and extended PRO contractor fields.
Standard PRO contractor fields, with required fields noted in bold and by *
Standard PRO contractor fields are basic fields that are used to identify a specific contractor (ex, company name, address, etc). The only data that we require to attempt to establish your PRO Network Connections is highlighted in bold, followed by an asterisk.
Company - Company Name *
Company - Address *
Company - City *
Company - State *
Company - Country
Company - Zipcode *
Company - Phone1 *
Company - Phone2
Company - Fax
Company - Fax2
Company - Email Address
Company - Website
Primary Contact - Contact Title
Primary Contact - Contact Firstname
Primary Contact - Contact Lastname
Primary Contact - Contact Position
Primary Contact - Contact Phone
Primary Contact - Contact Email
Custom PRO contractor fields
If you have vendor fields that you'd like to import as custom fields, or if you have any files (pdf’s, images, COI’s, etc.) that you'd like added to a contractor record, please let us know. All custom fields that you provide, as well as any documentation that is specific to your company (COI’s and the like), will be imported and made private and available to your users only. No verification by the contractor is required to import your custom fields (as this is "your" custom data related to the contractor).
Examples of custom fields might include:
- Invoice Numbers
- Purchase Orders
- Internal rating