How do I avoid duplicate Cost Codes when I import a new CSV file?
To avoid Duplicates it is always best to Export your Cost Codes first > Settings > Cost Codes Section, Click the "action" button in upper left of screen. Then select Export Cost Codes. Then adjust and Import your new List. NOTE: The Cost Codes that have been used in Contractor foreman cannot be deleted. You can mark then as 'Archived" and they will no longer show up in any Cost Code list. CF will
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Import Cost Codes
Contractor Foreman comes with a basic list of cost codes to get you up and going but if you want to use your own, we make the process simple. Before importing a list of codes, consider these points. Do you want to keep the existing cost codes that ...
How do I import Cost Items into the Database using a CSV file?
To import Cost Items In the Cost Items Database using a CSV file, go to the Menu and select Cost Items Database. Once here, click on the drop down from the top right and choose Import Items. From here, upload the CSV file.
How can I import cost codes from Excel into Contractor Foreman?
To import cost codes into Contractor Foreman by Excel, please go to the Menu and choose Settings. From here choose Cost Codes. You will see an Action drop down on the top left. Click it and then choose Import Cost Codes (From File). The template ...
How can I import cost codes I have in Excel?
The system already comes with a set of Cost/Work Codes which can be used. But if you would prefer to just remove them all & upload your own Cost/Work Codes, that can be done as well. You can upload Cost/Work Codes by going to: Menu > Company Settings ...
How do I Save my Excel File as a CSV?
Importing data is the best way to quickly get information into Contractor Foreman. If this is new to you, start small with just a couple lines of data before importing everything. Open the Excel file Go to File > Save As Excel will default to "Excel ...