Importing Materials into Manage360 is a key setup component and a big part of being able to generate accurate Estimates. Using the Material Import utility will allow you to do this quickly and easily. The import utility uses a .CSV file (typically created with a spreadsheet program like Excel or Numbers). Only Manage360 Users who have either Administrator, Owner or Settings Administrator will be able to use this utility. It can be accessed from the main Material List page or from the Settings page (in the ‘Costbook Settings‘ section – Import Materials).
A link to a template/sample file that lists all of the relevant information can be downloaded from the Import pages.
Note:
It is important that the order or the column on the sheet is not altered. All of the columns are required on the spreadsheet although not all need to have data. Additionally, the column names must match exactly.
All of the columns on the spreadsheet will be detailed here so it will be easy to understand what is required and how the information will be added to Manage360.