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.
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.