How do I import Cost Items into the Database using a CSV file?

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• Basics of Cost Items Database

  Purpose: To setup your Items Database which can then be quickly imported into an Estimate, Invoice, Change Order, etc. Background: In Contractor Foreman, Cost Item Database is a good tool to add all your items like Material, Equipment, Labor etc. So ...

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

  To import a CSV file, go to the Menu and select Estimates. Go to the desired Estimate and click on the pencil icon on the top right to enter Edit mode. From here, go to the Items tab and click on the drop down that says Add Items to Estimate and ...

• 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 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 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 ...