Importing RFP Package Items From Microsoft Excel

How To Prepare The Microsoft Excel Import File

1. Open a blank Microsoft Excel Spreadsheet or download the sample file referenced below.
2. The first row (column names) should be labeled as shown in the table. Be sure to include the required fields. Field names do not contain any spacing within the word or before and after.
3. Insert data starting at Row 2.
4. Make sure the sheet name that contains the data is labeled Sheet1.
5. Save the file in Excel 97-2003 format (*.xls).
6. Close the file otherwise Sage Construction Management can not import the data.

Steps To Import the File

1. Click the Projects icon on the left menu.
2. Select the Project.
3. On the Project menu, under Procurement, select RFPs.
4. Click the RFP Package record to view the details.
5. Click the Add / Import Items drop-down shown above the Bidders List.
6. Select Import From Microsoft Excel option.
7. Click the Choose Files button to select the Microsoft Excel import file.
8. After selecting the file, the data will be imported automatically.

Microsoft Excel Import Sample

ImportRFPItems.xls

RFP Package Item Fields (1st Row):

Column Name	Required (*)	Field Type	Comments
ItemNumber	*	Integer	Examples: 1, 2, 3
ItemDescription	*	Text
ItemManufacturer		Text
ItemUPC		Text
ItemCatalogNum		Text
ItemUnit		Text	Examples: Ea, LS. Must be 10 characters or less.
ItemQuantity	*	Number	If not specified, default will be 1.