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
Start the import
Open «Estimates» and click «Import».
- 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
Check the columns
Check that each column was mapped correctly (for example, name, quantity, price). Usually this happens automatically.
- 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».
Related guides
Try it on your own project
Free plan, no card required: shared catalog, clipper, estimates, timeline and finance are all included.