Import estimates from a CSV file

Import estimates from a CSV file

Audience: Owner, Office admin
Plan: All
Platform: Web
Time to complete: ~10 minutes

Overview

Import open or historical estimates from CSV for continuity when switching software.

Before you begin

• Customers (and properties if applicable) should exist.
• Use the Estimates import template.

Steps

1. Open Settings → Import Data → Import CSV.
2. Choose Estimates.
3. Upload and map columns, then run the import.
4. Review Estimates for status and totals.

Verify it worked

Imported estimates appear under Estimates with correct customers and amounts.

Related articles

• Import customers from a CSV file
• Create a single-price estimate
• Send an estimate to a customer for approval

Still need help?

Use Submit a request on the customer portal to open a support ticket, or email [email protected].