How To Import an Excel File into a Folder on a Job

The first step is to prepare the excel sheet for import. The below columns are the required fields - 


MFGR - Manufacturer

QTY -  Quantity

Model - Part Model Number

Unitcost - Cost of the part


You can add other columns as you see fit but those are the minimum requirement. 

Once the excel file prepared, right click on the folder to import the parts into and select "Import Excel File."


After selecting it, the file explorer screen will open where you can select the file for import. Once you find your file, simply click "open" to proceed.


If you encounter a message similar to the below, than a column's mapping needs to be properly bound. Click on okay to proceed for now.


Once the file is selected, the folder import utility tab will open.


If mapping needs to be done, than your screen will have red font like the example below.


In the above case, there is a quantity column, but it's mapping isn't in the correct format. To see the correct mapping formats, click on the orange drop downs. It is imperative that the headers are spelled in the exact format as listed in the drop down. In this case, "quantity" needs to be "qty" for the system to recognize it.


Selecting that, turns the text to black which means your file is set for import. If you didn't get any messages about mapping or corrected your mapping issues, click on the "import" button for the parts to be loaded into the job.


Once imported, a message will appear letting you know the import completed successfully and the window can be safely closed out after "ok" is selected.


The parts will than be imported into the folder selected and will have a purple tint. This signifies that the parts are considered "one-time parts" and only exist within this quote. It's important to note that if searched for outside of this quote, they will not be found.


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