Company Onboarding Wizard

Overview

The onboarding wizard guides you through essential company setup when you first create your contractor company account. Complete your company information, select the services you offer, configure team and payment permissions, choose the types of customers you work with, and optionally import your existing customers and price book from CSV or Excel files — all in one streamlined flow that takes about 5 minutes.

Note: Bulk customer imports are now gated to protect against abuse. Most companies cannot run large imports immediately. See "Import restrictions" below for details and workarounds.

Accessing the Wizard

The wizard appears automatically when:

• You create a new contractor company account
• Your company hasn't completed onboarding yet

You can also access it manually:

1. Go to /contractor-company/onboarding
2. Click "Start Onboarding" to begin

Importing Customers & Price Books (What changed)

During onboarding you can optionally import customers and a price book from CSV or Excel. However, to prevent automated abuse and accidental large data loads, BlueClerk now enforces limits on customer creation:

• Bulk imports are disabled for most companies by default. If your company is explicitly approved on the server, bulk imports will work as before.
• Bulk customer imports additionally require a verified user email and a company that is at least 24 hours old.
• There is a hard daily cap on new customer creations (this cap applies to imports and other automated creation paths):
  • If your company is less than 24 hours old:
    • If your admin email is verified: up to 10 customers per day
    • If your admin email is not verified: up to 2 customers per day
  • If your company is 24 hours or older: up to 25 customers per day

If you attempt a large import that exceeds these rules you will receive a clear error explaining why the import was blocked.

How To

1. Complete the onboarding steps until you reach the import screen.
2. Choose CSV or Excel file for customers and/or price book.
3. Map columns in the preview step and confirm import settings.
4. If your import is blocked due to limits, split your file into smaller batches and re-run, or verify your account email and wait 24 hours if applicable.
5. If you need a one-time large import and your company is blocked, contact support to request manual approval.

Tips

• Split large customer files into smaller batches (e.g., 100–500 rows) to stay under limits.
• Verify the admin account email before importing to get the higher temporary cap for newly created companies.
• If you rely on an accounting integration (QuickBooks, Xero, etc.), consider importing customers via your accounting provider sync where supported.
• Contact support if you expect to import thousands of customers — they can advise and enable approved imports when appropriate.

Questions

Q: I tried to import and got a message saying bulk imports are unavailable — what now? A: Bulk imports are temporarily restricted for most companies. First, verify the admin email for your account and wait until the company is at least 24 hours old. If you still need a large import, contact support to request approval for your company.

Q: Why am I seeing a daily customer limit error? A: BlueClerk enforces daily customer-creation caps to limit abuse. The allowed daily amount depends on your company age and whether the admin email is verified (see "Importing Customers & Price Books" above). Split your import into multiple days or contact support if you need assistance.

Q: Does this affect browser-extension / third-party imports and integrations? A: Yes — the same creation limits and bulk-import restrictions apply to external import paths (browser extension, accounting integrations, and provider imports). This ensures a consistent protection model across all bulk-creation paths.