To Access the information to create or update your Basic BuildWorks Canada Directory listing

1. Select My Account
2. Select Company Profile
3. Add company website address Hyper-link
4. Add a brief Business Description
5. Select Save

Adding Contacts can be done by one of two ways:

 

Method 1

1. Click on the Create New Contact button
   



2. Fill in the address book contact form then Select ADD
   
   



3. When the client record is created, you will then be prompted to assign CSI Scope of work to the contact record.
1. Either select from the provided list and then choose Update
   
or
2. Customize your choice of CSI Scope, based on your company's method of organizing your trade contacts by choosing Customize Section & Division
   

Method 2

 

Importing Contacts From An External Source

If you maintain a database of companies in an email application or project management software, you can export those companies into a .csv spreadsheet and then you can use the import tool to copy the list into your Address Book.

Step 1 - Collect Your Data

1. Create a .csv file with all of the company information that you have to be imported into your online planroom. A sample spreadsheet can be downloaded here: Sample Database Spreadsheet
2. Divide all of the company information into separate columns including, but not limited to:
   1. Company Name, Contact Name, Address, City, Prov/State, Postal/Zip Code, Phone, Fax, Email Address, Master Format Section Names and Numbers.
   2. Only the Company Name is mandatory. All other fields are optional.
3. Your spreadsheet should look similar to this:

4. Save the spreadsheet as a .csv (Comma Separated Values) document.

 

Step 2 - Map Your Data

Open your Address Book in BuildWorks Canada and then select Manage Address Book.

Then select Import Contacts.

You will now be taken to the Import Contacts page in BuildWorks Canada.

1. Confirm your data is organized as indicated by the Data Template
   
   
2. Click on the 'Data Wizard' button. This will walk you through a field matching exercise to prepare your .csv for import.
   
   
   • Click Run in the security warning and click Next in the Infinite Source window.
   • Follow the instruction to browse for and upload your .csv file
   • In the field mapping window, click on the column header in the yellow row and select the appropriate name in the pop-up window.
   • Once all of the columns have been named or labeled as 'Ignore It", click Save to create a new .csv spreadsheet with the mapped headings
   • Click Finish to return to the Import Contacts page.

Step 3 - Import Your Data

1. Click on the 'Import Contacts' button.
   
   
   

 

2. In the window that pops up, click Upload to find the .csv file you mapped and saved in Step 2



3. Once chosen the file will start the upload process. You can review the Import Report by selecting the Import Report Button
   
4. It will then show you the number of successful contacts uploaded, as well as alert you of contacts that were not successful.
   

To import, edit or delete Sections and Divisions follow the instructions above the Import Trades Button.

Organizing Your Contacts

to enable seeing contacts sorted by groups, first you must manage your Address Book Search Filters. To do so, select Manage Search Filters.

You will then be given a list of available filters to choose from:

Ensure Groups is selected.

The first choice in the Search Filters column on the left is Groups.

 

This allows you to save your Address Book contacts into separate distribution groups. You can choose to save them by geographical region, scope of work, preferred contractors, or you can even have each estimator, etc in your firm have their own group(s). These groups give all of your company's users easy access to targeted lists of contacts.

If you choose to use Groups to organize your Address Book;

1. Select on the Add to Groups button under the Keyword Search Field. This will open a new page with all of your Group information on it. The first time you come here, there will be no groups, you will only be able to choose the Create New Group button.
   

Clicking on the Create New Group button will allow you to enter a name for your new group. Type in the name and click Add. You will now see an empty table with the name you just entered at the top.

To add contacts to this group, choose them from your Address Book. Use the Manage Search Filters at the top left of the page if you need to sort through your contacts then use the check boxes next to each contact you would like to add to the group. Click on the Add to Group button at the and select which group you would like to add them to. When you click Add, you will be brought to the selected Group page to review the contact list.

Renaming a Group

To rename an existing Group, click on Manage Address Book in the Address Book, then select Manage Groups. On the Groups page, select the group that you would like to rename. On the right hand side of the page, click on Rename Group. Type the new name in the box provided and click OK.

Delete a Group

To delete an existing Group, click on the Manage Groups button in the Manage Address Book drop-down menu.

On the Groups page, select the group that you would like to delete. On the top of the page, click on Delete. Confirm that you want to delete it in the new window by clicking OK and the group will be removed.

You can also select the red X beside the group you wish to delete. Confirm that you want to delete it in the new window by clicking OK and the group will be removed.

The contacts listed in that group will not be deleted from your Address Book entirely, just from that Group entry, you will still be able to find these contacts from the main Address Book page.

How To Add BuildWorks Canada Contacts To Your Address Book

If you need a hand with a project either around the corner or the other side of the province let the BuildWorks Canada Directory help you find them. With over 45,000* Canadian construction companies listed you have the largest workforce in Canada to assist you with just 2 steps.

1. Select the Directory link at the top of the BuildWorks Canada page.
   
   
   
2. Choose the Scope of Work, City and Province and distance you prefer. Then select Search.
   
   
   
   
   
3. You will then be presented with your search results, that you can go through and check the companies you wish to add. Once you are satisfied select Add To Address Book.
   
   
   
   
4. With your chosen contacts selected, now just confirm their correct Division and Sections based on your Address Book criteria and then select Save or Back to Search Results to seek additional trades.
   
   
   

Ensuring your Address Book Has Up To Date Information

No matter the profession, folks change careers, companies and even positions with in an organization. To ensure your Address Book is always up to date, BuildWorks Canada makes updating information easy with the Batch Update Contacts feature.

1. To access this feature, open your BuildWorks Canada Address Book and under Manage Address Book select Batch Update Contacts.
   
   
   
2. You will now see the Batch Update Contacts page. Simply select the Address Book fields that you wish to update, by choosing the field and selecting the Add button.
   Then you can search for a particular contact, group of contacts by name or Keyword or leave the search field empty and allow BuildWorks Canada to generate a list of contacts that are missing the information you previously specified.
   
   
3. A list of contacts will be generated for you to review, and then you can select Request Update. BuildWorks Canada will then send an email notification to the selected contacts requesting they update their information.
4. Once the company has updated their information, it will populate in your Address Book.