Import the companies and people on the project
Category: Planning
Upload a contact list or organogram, or paste it in, and it adds each company and person without duplicating anyone already there.
Input Parameters
| Parameter | Type | Required | Description |
|---|---|---|---|
| Input Source | Dropdown | Yes | Choose how to provide the content containing company and people information. |
| Upload File | File Upload | No | Upload a document containing company and people information (PDF, Word, Excel, CSV, or plain text). |
| Paste Text | Text | No | Paste the text content containing company and people information (e.g., project directory, contac... |
| Send Project Invitations | Boolean | No | When enabled, send project invitations to people with valid email addresses. Off by default - ena... |
| Invitation Role | Dropdown | No | The project role to assign to invited users. |
| Additional Context (Optional) | Text | No | Any additional context to help identify companies and roles (e.g., project type, industry, known ... |
Parameter Details
Input Source
Choose how to provide the content containing company and people information.
Options:
file_upload- Upload a filetext_paste- Paste text
Default: file_upload
Send Project Invitations
When enabled, send project invitations to people with valid email addresses. Off by default - enable only if you want these contacts to access the project in PlanOps.
Default: False
Invitation Role
The project role to assign to invited users.
Options:
viewer- Viewer (read-only)member- Member (can contribute)admin- Admin (full access)
Default: viewer
Outputs
Summary
Type: Text/Markdown
Summary
Outputs
Type: Array
Outputs
Report Id
Type: String
Report ID
Completion Time
Type: String
Completion Time
Example Use Cases
Construction Project Directory
Example using pasted text from a project directory
Configuration:
- Input Source:
text_paste - Source Text: `Project Team:
Client: Acme Development Ltd (www.acmedev.com)
- John Smith (john.smith@acme.dev) - Project Director
- Sarah Jones - Project Manager
Architect: Smith & Associates Architects (www.smitharch.com)
- Michael Brown (m.brown@smitharch.com) - Lead Architect
- Emma Wilson - Senior Designer
Structural Engineer: BuildStrong Engineering
- David Lee (d.lee@buildstrong.com) - Principal Engineer
Main Contractor: ABC Construction Ltd (www.abcconstruction.co.uk)
- James Taylor (j.taylor@abccon.co.uk) - Contracts Manager
- Lisa Chen - Site Manager`
- Invite Users:
False - Additional Context:
This is a residential development project in London.
File Upload with Invitations
Example using file upload with invitations enabled
Configuration:
- Input Source:
file_upload - Invite Users:
True - Invite Role:
viewer - Additional Context:
Commercial office refurbishment project.
Tags: companies-import · people-import · project-setup · onboarding · organizations
Last updated: 2026-08-31