How to Import Parts into a Pricing Contract

Peter Consadori

November 30, 2021 20:50

This is an article on how to import parts into a pricing contract. To create a pricing contract, please see the guide below:

1) Tools

2) Part Import

3) Select Pricing Contract

4) Click "New"

5) Select the Excel file

6) Click "Open"

7) Once Excel list is loaded into WeEstimate, the "Excel Data Import Preview" heading will highlight in green.

*8) If needed, you can choose the correct mapping in the headers above.*

9) Once headers are selected, click "Import" and your parts will be added into WeEstimate!