Importing a Material List in Estimate

Importing a Material List in Estimate

You are able to import an entire list of materials in the Estimate Module instead of entering in materials one by one.

NOTE: If you decide to use the TYPE feature in your material list, it is advised that you save each TYPE in its own .csv file and upload individually.

Step 1

In ToolBox >Estimate , select the "System Admin" icon to go to your Estimate Settings.

Step 2

Select "Manage Materials".

Step 3

Select the "Material Import" icon located to the right.

Step 4

The file must be in .csv format and needs to include the header row exactly as shown below:

Step 5

Select "Choose File".

Step 6

Once you've chosen your file, select "Upload".

Step 7

You will need to Choose Associations for the rows of content of your .csv file; using the drop-downs select the System and the Type, then select "Continue".

Step 8

FCS will display the following confirmation message on a successful import.

 

Congratulations!  You have successfully imported materials into your Estimate Module!

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