All Collections
Estimating
General questions on Estimating
Can I upload estimates to Buildxact from Excel?
Can I upload estimates to Buildxact from Excel?

If your estimates are in an Excel format, they can be uploaded into Buildxact using our Excel template.

Matt Govett avatar
Written by Matt Govett
Updated over a week ago

Audience: Builders/suppliers

Read/watch time: 7 mins

This article outlines how to fill out Buildxact's excel template for uploading estimate details. Includes video run-through.

How to Upload Estimate Details to Buildxact

Getting your data format right

When importing data, Excel (.csv, .xls or .xlsx preferred) is the format accepted by Buildxact.

For a template to guide you on the correct formatting please click the button below.

Each item should be in its own separate column, as per the example below.

Note:

Here is a run-through of the whole process:

Importing as a new Estimate

To create a new estimate and import your items:

Importing into an existing Estimate

To import into an existing estimate:

Need further help?

Please contact Support by clicking the chat icon at the bottom right of this guide.

Did this answer your question?