Import items into an existing estimate

Important: The spreadsheet must contain new items only. Thus, it will not update existing items upon import.

1. Expand the Main Menu by clicking the three horizontal bars symbol shown in the left corner.
2. Expand the Lead or Projects section.
3. Click Estimating.
4. Select a Lead or Project if prompted.
5. Click on the Estimate # to view the Estimate Property Details form.
6. Click the Import From Microsoft Excel button at the top.
7. Select the Microsoft Excel Import File by clicking the Choose File button.
8. Click the Import button in the footer.
9. Click the View Estimate link at the top right to view the Estimate Details.