How to import an estimate from Excel or Google Sheets

Instead of retyping an existing estimate by hand, you can import it in a few minutes. ArchiBoard recognises the structure of your file and distributes the data across the project.

  1. 1

    Start the import

    Open «Estimates» and click «Import».

  2. 2

    Upload a file or link

    Upload an Excel, CSV or PDF file, or paste a link to a Google Sheet. Make sure the sheet is accessible via the link.

  3. 3

    Check the columns

    Check that each column was mapped correctly (for example, name, quantity, price). Usually this happens automatically.

  4. 4

    Choose the room

    Choose which room to import into, or keep the room split from your file. Then click «Import».

Good to know

  • Estimate sections (for example, «Kitchen», «Bedroom») automatically become project rooms.
  • Items that belong to several rooms are stored as one row with a share for each room.
  • Photos from spreadsheet cells are attached to the matching items.
  • Item dimensions can come from a column, the description or the product page behind the link.
  • Scanned PDFs are recognised, and the sums are checked against the total.
  • Items are created first; data from the links is filled in in the background. Dead links are flagged.
  • Items marked as optional are not included in the total.
  • If something went wrong, you can undo the import in the «Activity Feed».

More in the help section →

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