Importing a Materials List

Importing a Materials List

You are able to import an entire list of materials into your account instead of entering each material one by one.

NOTE: If you decide to use the Groups feature in your Material list, it is advised you set up the groups first and then import a list into a group.

Step 1

Go into ToolBox >Admin and select "Edit Default Materials List".

Step 2

Select "Import Materials".

Step 3

Select "Choose File" to browse to the file containing the list you want to import.

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Your file needs to be in .csv format and the columns must contain field data in this order: Material Description, Unit, Sell Price per Unit, Actual Cost per Unit.

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Step 4

Select the Category (or Categories) you want to import this list to.

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Step 5

If using Groups, select the group(s) you want to import this list to.

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Step 6

Once your file is selected and all other choices have been made, click "Submit".

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You will receive the following confirmation message on a successful import:

 

Congratulations!  You have successfully imported your Materials List.  

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