Import Selections from Excel

Quickly create Client Selections by directly importing an Excel file into ConstructionOnline.

OVERVIEW

To import Client Selections from Excel directly into ConstructionOnline.

BACKGROUND

Client Selections in ConstructionOnline gives your team the power to easily create comprehensive option sets that your clients can make selections from. Client Selections are even easier to manage with the added ability to import selections directly from Excel into ConstructionOnline—increasing efficiency and streamlining your team's operations.

THINGS TO KNOW 

  • Company Employees must have Client Selections Permissions set to Can Create, Edit, & Delete in order to import selections into ConstructionOnline.
  • The following file types are acceptable for import: .XLXS and .CSV.
  • Users cannot use the ConstructionOnline Mobile App to import Client Selections from an Excel file.
  • ConstructionOnline provides an Excel template for importing Client Selections that can be downloaded and edited. It is highly recommended to use the template to ensure your selections are properly formatted for import.
    • Each Category, Selection, and Choice must be on a new row. If this format is not followed correctly, the import will not be successful. The table below displays an example of correct formatting.

      CATEGORY NAME SELECTION NAME CHOICE NAME
      CATEGORY NAME A    
        SELECTION NAME A  
          CHOICE NAME 1
          CHOICE NAME 2
        SELECTION NAME B  
          CHOICE NAME 1
          CHOICE NAME 2

STEPS TO IMPORT SELECTIONS FROM EXCEL

  1. Navigate to the desired Project using the Left Sidebar.
  2. Select the Financials tab and choose the Client Selections category.
  3. Click the three dot menu in the top right corner of the Selections page.
  4. Select the option to Import from Excel.
    1. This will open up an Import Selections window. If your selections are not already in an Excel file, download the Selection Excel Import template and add your selections. It is highly recommended to use the template to ensure your selections are properly formatted for import.
    2. Before proceeding, double check your Excel file and verify that it follows the required format from above. If Category, Selection, and Choice are all on the same row, the import will not work!
  5. Click the Choose File button to locate the Excel file with your selections. Select the file using your device's file manager.
  6. Click the blue Import button to generate your Client Selections.
  7. Select the blue View Selections button to immediately view your selections.
    1. If you select the Close button, you will need to refresh the page to view the imported selections.

HAVE MORE QUESTIONS?

We're here to help! Chat with a Specialist by clicking the orange Chat icon in the bottom left corner or contact UDA support for additional options.