Importing Cost Book Items From Spreadsheet

Top  Previous  Next

This feature allows you to easily import cost book items from a spreadsheet. Most software programs allow you to export information to a CSV file which can be opened by most spreadsheet programs such as Microsoft Excel. By choosing this method we allow you to import data from numerous programs without worrying about formatting etc. Because you copy one column at a time you have complete control over which columns to import and in what order.

This feature is available by clicking Import / Export on the Tool Bar at the top of the screen.



Using Microsoft Excel or another spread sheet program, copy one column at a time. Then switch back to Quick Estimator™ 2005 and click the column header you want to copy the data to, then press Ctrl+V on your keyboard. Repeat for each column you want to import. You may need to scroll to the right to see all the columns using the scroll bar at the bottom.

You can optionally select a default supplier to apply to each item from the Default Supplier drop-down list. The supplier must already be added to the Suppliers list. If you do not choose a default supplier you will have to set the supplier for each item using the Cost Book screen or the Cost Book Quick Edit screen.

You can also optionally select a cost book group to assign each item to from the Group drop-down list. The cost book group must already be added to the Cost Book Groups list. If you do not choose a group you will have to set the group for each item using the Cost Book screen or the Cost Book Quick Edit screen.

When you have finished copying columns, click the Process List button to add the imported items to your Quick Estimator™ 2005 data file.

If after copying the information you decide you don't want to add the items to your Quick Estimator™ 2005 data file, click the Discard List button.

---