Import New Company Costbooks

OBJECTIVE

To import Company Costbooks to ConstructionOnline.

BACKGROUND

ConstructionOnline's Items Database delivers a powerful, yet easy-to-use system for storing, tracking, and managing construction costs. By centralizing construction cost information in a single database, companies can streamline estimate creation, improve estimate accuracy, and apply estimate updates. With multi-level organization, ConstructionOnline's fully customizable Costbooks are flexible enough to support every company's cost structure. 

THINGS TO CONSIDER

• Files must be saved in .CSV format for successful import into ConstructionOnline Company Costbooks. 
• Company Users must have permissions to add, edit, and delete Company Costbooks.
  • Any ConstructionOnline Company User can access Company Costbook Items and insert them in an estimate.

STEPS TO IMPORT COMPANY COSTBOOKS

1. Navigate to the Company Dropdown Menu at the top right corner of the page
2. Select Company Costbooks
3. Click the green +Add New Costbook button
4. Choose Create Blank Costbook
5. Select Import Costbook
   
   1. This will open the Import Costbook window
6. Download the Costbook Excel Template that fits your desired level of detail
7. Enter your Costbook information in the Excel file following the format
8. Save the Excel file and navigate back to ConstructionOnline
9. Choose the Excel File to import and name the Costbook
10. Click Import

HAVE MORE QUESTIONS?

• Frequently asked questions (FAQ) about Costbooks can be found in the article FAQ: Items Database & Costbooks. 
• If you need additional assistance, chat with a Specialist by clicking the orange Chat icon located in the bottom left corner or visit the UDA Support Page for additional options.