Import submittals using an Excel file
You can save time and import submittals by uploading a Microsoft 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.
-
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 Leads or Projects and select the lead or project in the Quick Select section.
- On the Lead or Project Home page, select Submittals in the Correspondence 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 submittals sample file.
Submittal file fields
| Column name / First row | Required (*) | Field type | Comments |
|---|---|---|---|
| ProjectNumber | * | Text | Must be 25 characters or fewer. |
| PrimeContractNumber | Text | Must be 25 characters or fewer. | |
| SubmittalNumber | * | Text | Must be 25 characters or fewer. |
| SubmittalDate | * | Date |
|
| SubmittalSubject | * | Text | |
| SubmittalDescription | * | Text | |
| SubmittalOriginatorCompany | * | Text | The originator company (for example, the subcontractor or the supplier) must already exist in Sage Construction Management before importing the file. |
| SubmittalOriginatorContact | Text | The originator contact must already exist in Sage Construction Management before importing the file, and must match the contact's display name. | |
| SubmittalCoordinatorCompany | * | Text | The coordinator company (for example, the general contractor) must already exist in Sage Construction Management before importing the file. |
| SubmittalCoordinatorContact | Text | The coordinator contact must already exist in Sage Construction Management before importing the file, and must match the contact's display name. | |
| SubmittalItemNumber | Numeric |
If a submittal contains multiple submittal items, add one line for each item. If a submittal item is imported, then the SubmittalItemNumber, SubmittalItemDescription, SubmittalItemQuantity, and SubmittalItemUnit fields are required. The value under the SubmittalItemStatus column must match one of the options specified in Settings ( |
|
| 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 | ||
| SubmittalItemReceivedFromOriginator | Date | ||
| SubmittalItemRequiredOnSiteDate | Date | ||
| SubmittalItemAnticipatedDeliveryDate | Date | ||
| SubmittalItemEstimatedDeliveryDate | Date | ||
| SubmittalItemActualDeliveryDate | Date | ||
| SubmittalItemStatus | Text | ||
| SubmittalItemStatusDate | Date | ||
| SubmittalItemLeadTime | Numeric | ||
| SubmittalItemDesignReviewTime | Numeric | ||
| SubmittalItemInternalReviewTime | Numeric |
) > Feature Settings > Correspondence > Submittal Item Status.