Import punchlist items from an Excel file
Prepare an Excel file for import
- Open a blank Microsoft Excel spreadsheet or download the sample file.
- Label the first row with the column names shown in the table below.
Make sure that all the required fields are included. Field names do not contain any spacing within the word, or before and after.
Make sure that the sheet is labeled as Sheet1.
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Enter your data starting from the second row.
- Save the file in Excel 97-2003 format (*.xls).
- Close the file to enable Sage Construction Management to import the data.
Import the file
- Go to Projects and select the appropriate project in the Quick Select section.
- On the Project Home page, select Punchlist Items in the QC and Safety section.
- Select Actions > Import From Excel.
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Select Choose File and find the file on your local drive.
The data will be imported automatically.
Microsoft Excel import sample
Download the import punchlist items sample file.
Punchlist item file fields
| Column name / First row | Required (*) | Field type | Comments |
|---|---|---|---|
| ItemNumber | * | Text | If punchlist items already exist, use the next available item number when uploading. For example, 011. |
| Description | * | Text | |
| InspectionDate | Date |
The inspection date along with the inspectors must already exist in Sage Construction Management before importing the file.
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|
| ResponsibleCompany | Text | The referenced company must already exist in the Contact Management module before importing the file, and the name must match exactly. If no match is found, the punchlist item is not imported. This field can also be left blank. | |
| ResponsibleContact | Text | The referenced contact must already exist in the Contact Management module before importing the file, and the name must match exactly the display name. If no match is found, the punchlist item is not imported. This field can also be left blank. | |
| Location | Text | ||
| DueDate | Date |
|