Buildxact supports the loading of prices / item catalogues into the system via Excel. This article covers the steps to load this successfully. Most commonly users will load pricing from their suppliers and contractors/trades, but ultimately any pricing in Excel format can be loaded.
Why load your prices in Buildxact?
When you are producing an estimate, variation / change order or purchase order you have the option to search for price items to use (#1 below). The items that show up when you search are coming from the Catalogues area of Buildxact (#2 below), so ultimately the more pricing you have loaded the more items you'll have at your fingertips.
What format does my catalogue have to be in when I load it?
We support .csv, .tsv, .xls, .xlsx, .xml spreadsheets. Generally speaking, standard Excel spreadsheets are either .xls or .xlsx.
Note: we do not support PDF's being loaded. If you're only option is a PDF, we'd suggest a free convertor such as the one below. Note that these convertors are great but will not work flawlessly in all situations.
What does the layout of the Excel file have to look like?
Incorrect layout is the single most common reason that a price upload will fail, Buildxact requires quite a simple format where we have one column per type of information with no formulas or images. Below is an example of a standard catalogue in the correct format.
To make this easier we've created a template which covers everything you can load and further information about the types of information. We do on occasions get users sending this to their suppliers as a guide for them on the format of catalogue they need.
General tips on formatting
Make sure row 1 is the designated headings, supplier code etc. (see the image and template above)
Remove all formulas
Remove all photos
Remove all merged cells
The max length for:
Descriptions is 250 characters
Categories or Sub-Categories is 100 characters
The supplier code column can't contain duplicates. We have an article on removing duplicates if you need.
Unit costs should be TAX exclusive. Your TAX will be added at the time of using these items in Buildxact
How to upload the file
This video covers the process of uploading price catalogues in Excel format.
If you continue to have issues loading your price catalogue please get in touch with our support team.
The Buildxact price Catalogue
If you need an example of a price / item catalogue or want to grab our standard Buildxact example catalogue and change it to make it your own catalogue, you can download the appropriate file below.
Down the track when it comes time to update your catlaogue, this article will help.