Importing Submittals From Microsoft Excel
How To Prepare The Microsoft Excel Import File
- Open a blank Microsoft Excel Spreadsheet or download the sample file referenced below.
- 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.
- Insert data starting at Row 2.
- Make sure the sheet name that contains the data is labeled Sheet1.
- Save the file in Excel 97-2003 format (*.xls).
- Close the file otherwise Sage Construction Management can not import the data.
Steps To Import the File
- Click the Lead or Projects icon on the left menu.
- Select the Lead or Project.
- On the Project menu, under Correspondence, select Submittals.
- Click the Actions button on the far right.
- Click Import From Excel option from the drop-down menu.
- Click the Select Excel File button to select the Microsoft Excel import file.
- After selecting the file, the data will be imported automatically.
Microsoft Excel Import Sample
Submittal Fields(1st Row):
| Column Name | Required (*) | Field Type | Comments |
| ProjectNumber | * | Text | Maximum Characters: 25 |
| PrimeContractNumber | Text | Maximum Characters: 25 | |
| SubmittalNumber | * | Text | Maximum Characters: 25 |
| SubmittalDate | * | Date |
Recommended date format: DD-MMM-YYYY (example: 15-Oct-2023) US supported format: MM-DD-YYYY (example: 10/15/2023) ISO supported format: YYYY-MM-DD (example: 2023-10-15) |
| SubmittalSubject | * | Text | |
| SubmittalDescription | * | Text | |
| SubmittalOriginatorCompany | * | Text | Originator Company (i.e. Sub/Supplier) must exist in the system before importing. |
| SubmittalOriginatorContact | Text | Originator Contact must exist in the system before importing and must match the Contact Display Name. | |
| SubmittalCoordinatorCompany | * | Text | Coordinator Company (i.e. GC) must exist in the system before importing. |
| SubmittalCoordinatorContact | Text | Coordinator Contact must exist in the system before importing and must match the Contact Display Name. | |
| SubmittalItemNumber | Numeric |
A submittal may contain multiple line items. If a Submittal Item is documented then SubmittalItemNumber, SubmittalItemDescription, SubmittalItemQuantity, and SubmittalItemUnit are required. |
|
| SubmittalItemDescription | Text | ||
| SubmittalItemQuantity | Numeric | ||
| SubmittalItemUnit | Text | ||
| SubmittalItemManufacturer | Text | ||
| SubmittalItemManufacturerCatalogNumber | Text | ||
| SubmittalItemUPC | Text | ||
| SubmittalItemRefPrimeContract | Text | ||
| SubmittalItemRefCO | Text | ||
| SubmittalItemRefSubcontract | Text | ||
| SubmittalItemRefSCO | Text | ||
| SubmittalItemRefDrawing | Text | ||
| SubmittalItemRefLocation | Text | ||
| SubmittalItemRefSpecSection | Text | ||
| SubmittalItemRefOther | Text | ||
| SubmittalItemDueFromOriginator | Date | ||