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How to Convert Category Items to Recipes via Excel
How to Convert Category Items to Recipes via Excel

This guide outlines the process for turning your existing category items into recipes via Excel

Ryan Noonan avatar
Written by Ryan Noonan
Updated over a week ago

Audience: Builders

Read time: 2 mins

Article contents:

You can convert your completed work on category items into recipes with a couple of steps in Buildxact. Before we get started, I suggest checking out this guide on creating and loading recipes.

Converting Category Items to Excel

First, we need to export the estimate or actual costings into excel.

When the options menu drops down, select Export to Excel

Formatting Your Data

Now that we have your Estimate or Actual Costings in an excel document, we need to format the data in order to make it compatible for recipe importing. Here is a template you can use for formatting your data.

You are now all set to continue with import process.

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