There are two methods for uploading freelancers to 1099Policy:

1. Bulk upload a .csv file directly to 1099Policy

2. Integrate 1099Policy with a third party platform (e.g. Worksuite, CreatorIQ)

This article outlines bulk uploading contractor data using a .csv file. For information about third party integrations please see the corresponding Help Center article (linked above).

Instructions: bulk upload contractor data to 1099Policy

1. Log into your 1099Policy account;

2. Select 'Contractors' from the left menu bar;

3. Click the 'Bulk Import Contractors' button, located at the top right of the Contractors list;

4. Open the bulk import template and make a copy to edit. Note that Row 1 of the spreadsheet is prepopulated with sample data;

5. Once all required information is entered, download the file as a .csv (File > Download > Comma Separated Values);

6. Return to your 1099Policy dashboard, which should still be open to the 'Bulk Import Contractors' page;

7. Click the 'Browse and Upload' button and select the file you've just edited for upload

Required Fields

We’ve added data validation directly into the Google Sheet to make it easier to spot missing information. The table below details all of the fields, whether it’s required or optional, and a description of the field (where necessary)

• Ultimate Client Name (required): The name of the entity for whom the contractor is doing work (i.e., Unilever, etc)

• Independent Contractor's First Name (required)

• Independent Contractor's Last Name (required)

• Independent Contractor's Company Name (optional)

• Independent Contractor's Email Address (required)

• Job Title (required): Select the applicable job title from a pre-approved dropdown list of options

• Brief Job Description (required): A 2-3 sentence description of the work the contractor will be doing.

• State where Work is being Performed (required): State in which the majority of the contractor's work will be performed for this assignment

• Contractor's Mailing Address 1 (required)

• Contractor's Mailing Address 2 (required)

• Contractor's Mailing Address City (required)

• Contractor's Mailing Address State (required)

• Contractor's Postal Code (required)

• Type of Business Organization of IC (required): Whether the contractor is operating as a sole proprietor or as a business entity (i.e., LLC, etc)

• Independent Contractor's Mobile Phone (optional)

• Total No of Employees (optional)

• Total Influencer Fee (required): The total wage that the contractor will earn for the assignment.

• Campaign Start Date (required) The contractor’s job assignment start date. Please input the date listed on the contract. Note that campaign start dates must be on or after the upload date.

• Campaign End Date (required) The contractor’s job assignment end date. Please input the date listed on the contract.

• Purchase Order Number (optional): Purchase orders may be entered either upon uploading data or after the contractor opts into coverage.

• Category Type (required): Select the type(s) of insurance coverage required for this assignment from a dropdown menu.

• Agency Remit / Contractor Pay (required): Indicates whether the platform partner will remit premium payment on behalf of the contractor or if the contractor will pay via credit card.

• Purchase Order Contact Name (required): The name of the individual who will be entering a PO number (typically the agency rep uploading data)

• Purchase Order Contact Email (required): The name of the individual who will be entering a PO number (typically the agency rep uploading data). This email address will be cc-ed on the invoice, sent to the enterprise client's billing email.

Video Walkthrough

Troubleshooting

As noted, the Google Sheet includes fairly comprehensive data validation to ensure field values you enter don’t result in an error when you upload. That said, we’ve seen file uploads fail for various reasons, including:

• Missing fields – if the Google Sheet row doesn’t turn green, you’re missing a required field. Check that you’ve added all of the required fields before exporting the file as a CSV and uploading to 1099Policy.

• Invalid fields – the data validation is built directly into Google Sheets. That said, if you download the Google sheet and modify it in a different tool that doesn’t check that all of the fields (email, date, etc) are valid, then you’re more likely to run into errors when you upload the file.

• Duplicate emails – 1099Policy platform requires that every contractor have a unique email. If the email is a duplicate of one already on the platform, you’ll see an error when you upload.

• Merging rows – check that each row and cell are distinct and that you haven’t merged multiple rows into one row.

If you're still running into issues or have questions, please contact support@1099policy.com.