Overview

CertCheck allows General Contractors (GCs) to upload a list of vendors and verify their certifications against ToughLeaf’s database. The workflow helps GCs confirm whether vendors can be matched, reviewed, certified, and exported in a final report.

CertCheck is designed to make vendor certification checking faster and easier by allowing GCs to upload company information, map file columns, review matching results, and download a certification report.

Before you start

User access requirement

Before a GC can use CertCheck, an admin must first enable CertCheck access for the GC account.

Once access is enabled, the GC can log in using ToughLeaf credentials and access CertCheck from the main navigation menu.

CertCheck workflow summary

CertCheck includes the following steps:

  1. Upload – Upload the vendor/company file.
  2. Map – Map the uploaded columns to ToughLeaf’s matching parameters.
  3. Match – CertCheck finds matching firms.
  4. Review – Review and approve matching results.
  5. Report – View and export the final certification results.

Step 1: Admin enables CertCheck access for the GC

Before the GC user can access CertCheck, an admin must enable CertCheck access for the GC account.

  1. Open the GC account settings.
  2. Confirm CertCheck access is enabled.

Expected result: The GC account can access CertCheck.

Step 2: Log in to ToughLeaf

  1. Go to the ToughLeaf login page.
  2. Enter your email address and password.
  3. Click Log In.

Expected result: You are redirected to the ToughLeaf dashboard.

Step 3: Access CertCheck from the main menu

  1. From the dashboard, find the top navigation menu.
  2. Click CertCheck.

You may also see other GC features in the menu, such as:

  • Find Firms
  • ClearSpend
  • View Projects
  • Post a Project
  • Integrations

Step 4: Open the CertCheck upload page

After you click CertCheck, you’re redirected to the upload page.

On this page, you can upload a file containing company information. CertCheck uses this file to verify vendor certifications against ToughLeaf’s database.

Your file can include:

  • Company name
  • DBA name
  • Website
  • Phone number
  • Email address
Company Name is required.

Step 5: Prepare the company information file

Before uploading, confirm your file includes a Company Name column. You can include additional columns to improve matching results.

Example CSV columns:

(table)

Step 6: Upload the company information file

You can upload the file in either of these ways:

  1. Drag and drop the file into the upload area.
  2. Click Browse and select a file from your device.

Supported file formats:

  • CSV
  • XLSX
  • XLS
  • JSON
Maximum file size: 20MB.

Step 7: Review the uploaded file

After you upload a file, a Review File window appears.

Use it to confirm you uploaded the correct file. The review window shows:

(table)

Step 8: Confirm the file and continue

  1. Click Continue if the file is correct.
  2. Click Cancel if you uploaded the wrong file or need to edit it before continuing.

Step 9: Map the uploaded data

After you click Continue, you’ll go to Map Your Data.

In this step, match columns from your uploaded file to ToughLeaf’s matching fields.

Company Name is the only required mapping, but mapping more fields can improve matching accuracy.

Step 10: Review and adjust field mapping

CertCheck will try to map columns automatically. Review each mapped field and update it if needed.

Available mapping fields include:

(table)

Before continuing, make sure Company Name is mapped to the correct column.

Step 11: Review the mapped data preview

After mapping, review the Mapped Data Preview table.

Confirm your company information appears under the correct fields.

Step 12: Restart or exit the mapping step

Restart

Use Restart to clear the uploaded data and mapping progress. You’ll need to upload the file again.

Exit and return later

If you leave CertCheck without restarting, your uploaded data and mapping progress remain saved. When you return, you can continue where you left off.

Step 13: Continue to matching

  1. Click Continue to Matching.

Expected result: CertCheck starts finding matches based on your uploaded data.

Step 14: Finding matching firms

CertCheck processes the uploaded list and searches for matching firms in ToughLeaf’s database.

You may see:

  • The current workflow step (Match)
  • A loading indicator and progress bar
  • Processed firm count vs total firms

Step 15: Review the matching results

After matching finishes, CertCheck takes you to Review.

The Review step shows three categories:

(table)

Step 16: Handle no results

If there are no vendors with matches to review, you may see a No Results message.

You can:

  1. Click Back to Mapping to review selected columns.
  2. Click Continue to Report to view/export final results.

Step 17: View the certification check report

After you click Continue to Report, you’ll go to Certification Check Report.

This report summarizes outcomes for all vendors in your uploaded file.

Step 18: Review the certification breakdown

Below the summary, the report page includes Certification Breakdown sections:

(table)

Step 19: Choose the next action

At the bottom of the report page, you can choose:

  • Back to Review
  • Start New Check
  • Download CSV Report

Summary

CertCheck allows General Contractors to upload a vendor list and verify certifications against ToughLeaf’s database.

The workflow includes uploading a file, reviewing the uploaded data, mapping spreadsheet columns, finding matching firms, reviewing matches, and exporting a final certification report.