How to upload an estimate from a PDF

Moving an existing estimate into ArchiBoard takes just a few minutes and saves you from retyping the data by hand.

1
Start the import
Open «Estimates» and click «Import».
2
Upload the file
Upload your Excel, CSV or PDF file. You can also paste a link to a Google Sheet — make sure it is viewable via the link.
3
Check the columns
Make sure each column was mapped correctly (for example, name, quantity, price). ArchiBoard usually does this automatically.
4
Choose the room
Choose which room to import into, or keep the room split if your file already has one. Then click «Import».

Good to know

Estimate sections such as «Kitchen» or «Bedroom» automatically become project rooms.
Items that belong to several rooms are stored as one row, with a share and amount for each room.
Photos from file cells are attached to the matching items automatically.
Item dimensions can come from a column, the description or the product page behind the link.
Scans in PDF files are recognised, and the sums are checked against the total.
Items are created first, then data from the links is filled in in the background; broken 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».

Free plan, no card required: shared catalog, clipper, estimates, timeline and finance are all included.