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.
• 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.

• 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.

Step 4:

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

Step 5:

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

Step 6:

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

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

Congratulations!  You have successfully imported your Materials List.