How to Import Parts into a Pricing Contract

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

https://support.wesuite.com/hc/en-us/articles/360049911252-How-to-Create-a-Pricing-Contract

 

1) Tools

2) Part Import

3) Select Pricing Contract

4) Click "New"

 

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5) Select the Excel file

6) Click "Open"

 

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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.*

 

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

 

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