Audience: Supplier / Dealer

Read/ Watch time: 20 min read/ 39 min watch

Contents: Steps to loading your price list in Buildxact for Builders and trades to then connect and subscribe with you.

Buildxact supports the loading of price files / item catalogs into the system via Excel. This article covers the steps to load this successfully.

Preparing the format

Prior to uploading your price file/ item catalog you will need to ensure it is in the right excel template. Click the button below to download the template.

Watch this video to find out all the tips and tricks to preparing the correct format to easily load your prices into Buildxact.

Loading your Prices

Once you price list is correctly formatted you can load it into Buildxact. Watch the video and read the steps below to complete.

  1. In left-hand navigation menu click on Catalogs. Click the green Create New button.

  2. A pop out dialog box will appear asking you to insert catalog details:

    1. Make sure the catalog type Item is checked.

    2. Name (we recommend a naming convention that would make sense to you customer as that is what they will see when subscribing to your price catalog)

    3. Description (we recommend a naming convention that would make sense to you customer)

    4. Contact (internal team member to contact regarding the catalog)

    5. Check the box to Import items from Excel.

    6. Click the Create & Import button.

  3. On the next pop out dialog box you will see you will be Importing To at the top. This should be the name of the Price file / Item catalog you just provided. Click the green button Start Import at the bottom of the dialog box to begin.

  4. An Import catalog items popup will appear. Click the green Upload data from file button.

  5. Your file explorer on your computer will open. Navigate to where your price file / item catalog is stored, select the file you want to upload and click the Open button to upload it.

  6. A popup will appear asking you to confirm/select the sheet/tab from that file. Confirm your selection using the drop-down menu and click the green Continue button.

  7. The next screen will ask you to confirm the top row contains the column headers/ field names. Click the green Yes button. You are now ready to map the fields in your uploaded file to the Buildxact platform. This process makes sure your price file data will appear in the correct data fields in Buildxact when searching pricing and creating estimates. Tip: Prepare the fields in your Excel file before uploading.

  8. In the same screen, you will see a column of data from your spreadsheet and a column of data you will want to map to/match up in Buildxact. Use the drop-down menu in the upper right corner of the information columns to map to/match up . When done, click the green Confirm Mapping button. You may also have information imported from your Excel file that you do not need. When this occurs, you should click Ignore This Column which appears in the right-hand side of the popup box.

  9. Click the green Review button to proceed. You will now see all your data in expanded view.

    Note: You can toggle on Only show rows with data or show modifications to find any issues with the information you may want to review and amend. Mapping and data errors will be clearly shown in red highlight. Hover your mouse cursor over the red highlight and the program will provide direction, or you can select the grey Go Back button at bottom left of the popup to edit your mapping.

  10. When satisfied with your mapping, click the green Continue button in the bottom right corner of your screen.

  11. Another small popup will appear asking if you're ready to submit, click the green Yes button (A). A notification popup will appear acknowledging the bulk import will be completed in the background (B).

  12. Your price file/item catalog is now uploaded and can be managed and shared with your customers.

  13. Click on the Catalog name to open.

  14. In the Catalog availability section chose your catalog scope from the drop-down menu. Public = anyone can subscribe OR Managed = You will need to approve access and is for special/VIP pricing. (Hidden = Catalogs that you are not sharing at all currently)

  15. Set and effective and expiry date. (Optional)

  16. Change the status to published so your customers can begin to subscribe and use your pricing in their estimates and purchase orders.

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