How do I import a CSV file of items into an Estimate?

• Related Articles

• 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 do I export the Estimate Items to a CSV file?

  To export the Estimate Items into a CSV file, go to the Menu and select Estimates. Choose the Estimate you wish to export to CSV and enter the preview mode. Once here, on the top right, you will see three dots and it will be next to the pencil icon. ...

• 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 ...

• How do I import multiple contact records using the CSV file?

  To import, go to the Directory and on the right side of the list view, you will have multiple Import Option drop downs. Based on which Directory contact, (Customer, Lead etc) you select the respective drop down and then import the items into the ...

• How do I import specific estimate items into a Work Order?

  To import specific estimate items into a Work Order, go to the Work Order and edit the Work Order to make changes. Select Add Items to Work Order and choose Import from Estimates option. Once here, the Estimate will show up with the items to choose ...