How to move projects and estimates from spreadsheets to ArchiBoard
Many studios keep estimates in Excel or Google Sheets. Moving to ArchiBoard doesn't mean retyping data: estimates are imported from the file, suppliers are collected automatically, and receipts and invoices are uploaded in bulk.
- 1
Create a project
On the home page, click «New Project». Enter a name and city; the currency and delivery times depend on them.
- 2
Import the estimate
Open «Estimates» → «Import». Upload an Excel, CSV or PDF file or paste a Google Sheets link. The estimate's sections become the project's rooms.
- 3
Upload receipts and invoices
If payments have already been made, click «Receipts & quotes» and upload the folder with the documents. ArchiBoard matches them to estimate items.
- 4
Check the suppliers
Suppliers are added to «Suppliers» automatically when an item is saved from their website. Check the contacts and correct them if needed.
Good to know
- Repeat the import for each project. It takes a few minutes.
- If an import goes wrong, you can undo it in «Activity feed» → «Undo import».
- To avoid copying new products by hand, install the web clipper.
Related guides
Try it on your own project
Free plan, no card required: shared catalog, clipper, estimates, timeline and finance are all included.