You can start the Project’s Estimate from an Estimators Online Excel file. Keep the original workbook so you can check the imported sections and amounts.
1. Choose the Project
Open the Project and choose Estimate. Use the import choice on the Estimate’s start screen.
2. Select the workbook
Download the Excel version from Estimators Online, then choose the .xlsx file. Check that it belongs to the intended work.
The importer reads the supported estimate layout. A general Customer, Team or supplier spreadsheet is not the same kind of file.
3. Review the imported work
Inspect the sections, labour, materials, quantities, sums and exclusions. Compare the totals with the source and resolve any mismatch before relying on the figures.
Where the import offers adding to or replacing an existing Estimate, choose deliberately. Replacing removes the current Estimate content; it is not a way to retain a second baseline.
4. Save and continue
Check the Project’s Estimate after import. Review the selling prices and Customer-facing scope separately before creating a Quote.
For adding individual directory records, use Customers, Team or Price Lists.
If the file cannot be read
Check that you selected the supported Excel workbook and keep the original file. Correct or choose the right source rather than treating a failed import as an empty or zero-cost Estimate.