1. Access Projects Section
From the left-hand navigation menu, select Projects.
2. Initiate Import Process
In the top right-hand corner, click on Actions.
From the drop-down menu, select Import Projects.
3. View Instructions and Download Template
A pop-up will appear.
Click on the Instructions button to view detailed instructions.
Project codes are optional
Phone and Country Code are optional
Support and Finance emails are optional, but must be valid if provided
Site Support Email, Site Phone Number, and Site Country Code are optional site-specific contact details
Required fields (marked with *): Name, Line One, City, Country, Postcode, Bank Holiday Region, Region, Sector
Region and Sector must match existing company regions/sectors
Country must be a valid country from our countries list
Bank Holiday Region must be one of: England, Wales, Scotland, Northern Ireland
Dates should be in DD/MM/YYYY format
Boolean fields (Billing as Parent Business, Use Billing Address of Parent) accept TRUE/FALSE
Billing Logic:
If "Billing as Parent Business" = FALSE, then UTR, Company Reg Number, VAT Number, CIS Status, and Billing Name become mandatory
If "Use Billing Address of Parent" = FALSE (and not billing as parent), then all billing address fields become mandatory
CIS Status must be one of: 0, 20, 30 , -1
VAT Number must follow UK format (e.g., GB123456789)
Download the template to your computer by selecting Download Template from the pop-up
4. Fill Out the Excel Template
Open the downloaded Excel document.
Each project should be entered in its own row.
Fill in the mandatory fields marked with an asterisk:
Name
Address Line 1
Address City
Bank Holiday Region
Country
Postcode
Region
Sector
5. Additional Fields
You can also fill in optional fields:
Code
Telephone Number
Support Name
Email Addresses (Project Finance, Project Support & Site Support)
Site Phone Number
Ensure that Bank Holiday Regions, Regions, and Sectors match your company configuration.
6. Set Project Dates and Billing Information
Input the Project Start Date and End Date.
Specify billing details:
Set Billing as Parent Business & Use Billing Parent Address to true or false.
If false, provide new billing information:
UTR
Company Registration Number
VAT Number
CIS Status
New Billing Address if applicable.Billing Name
Billing Address
Billing Address City
Country
Postcode
7. Save and Import the Excel Document
Once all project data is filled out correctly, save the Excel document.
Return to the Requidex platform.
Click on Click here to select your Excel file from the pop-up.
9. Select and Review Your File
Locate the saved Excel file on your desktop and select it.
A pop-up will show the data from your file.
Review the data to ensure accuracy.
10. Complete the Import Process
If all data is correct, click Import in the bottom right-hand corner of the pop-up.