Import request for pricing (RFP) package items from an Excel file

Prepare an Excel file for import

1. Open a blank Microsoft Excel spreadsheet or download the sample file.
2. 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.

3. Enter your data starting from the second row.

4. Save the file in Excel 97-2003 format (*.xls).
5. Close the file to enable Sage Construction Management to import the data.

Import the file

1. Go to Projects and select the appropriate project in the Quick Select section.
2. On the Project Home page, select RFPs under the Procurement section.
3. Select the RFP package number from the list.Click the RFP Package record to view the details.
4. In the Bidders section, select Add / Import > Items Import From Excel.

5. Select Choose File and find the file on your local drive.

   The data will be imported automatically.

Microsoft Excel import sample

Download the import RFP items sample file.

RFP package item file fields

Column name / First row	Required (*)	Field type	Comments
ItemNumber	*	Integer	For example, 1, 2, 3, and so on.
ItemDescription	*	Text
ItemManufacturer		Text
ItemUPC		Text
ItemCatalogNum		Text
ItemUnit		Text	Must be 10 characters or fewer. For example, Ea or LS.
ItemQuantity	*	Number	If not specified, the default value is 1.