Importing Customers From Spreadsheet

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This feature allows you to easily import customer information from a spreadsheet. Most software programs such as Outlook or Act allow you to export information like contacts 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.

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

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

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