Importing Costs

Use these instructions to import generic CSV or TXT data for costs. After import, these will be stored in the Cost Admin databaseIn WorkflowMax, the costs of the products, materials or recurring expenses that you typically use while working on a job can be stored in the Cost Admin database (at Business > Settings > Costs). When you are working on an estimate, quote or job you can quickly access a cost from the database, simply by typing its name in the description field (on the cost information screen)..

Before you begin

Before you import data into WorkflowMax, you need to prepare a suitable import file.

Setting up an import file

To set up an import file, do one of the following:

Notes on import data for costs

Importing the data

To import cost data into WorkflowMax:

  1. In the Business menu, select Settings > Import.
  2. On the Import screen, provide the following information, as required.
    FieldDescription
    Options
    File Type

    The type of file that you wish to import. Select Generic - Cost.

    File Format

    The format is either CSV or tab-delimited.

    Update Existing?

    Controls whether existing data is overwritten with newly imported information.

    • Select this checkbox if you want existing information to be overwritten with any new information.
    • Clear this checkbox to prevent existing information from being overwritten with any new information.
    File

    Choose the file on your computer that you wish to import.

    Job Import Options

    This section is required only if you are importing job data.

  3. Import the data. The number of rows successfully imported is displayed at the foot of the screen. If there were any errors during the import, they will be displayed at the foot of the screen.

Setting up WorkflowMax

Related Topics Link IconRelated Topics