How it works
If you need to view or update your contractor organization list, export a CSV file from Contractor Manager.
You can update the search filters, so the file includes a particular contractor type or group, location access, or specific keyword.
The exported file contains the following information for each organization:
|Legal ID Type
|Status of Account
If you use custom fields or insurance policies in OnLocation, this information is also included in the exported file.
Export your organization list
- Go to Tools > Contractor Manager.
- In the Organizations page, click Export Organizations.
- Click Export All. The file will download to your computer.