Importing Materials into Manage360 is a key setup component and a big part of being able to generate accurate Estimates. Using the Material Import utility will allow you to do this quickly and easily. The import utility uses a .CSV file (typically created with a spreadsheet program like Excel or Numbers). Only Manage360 Users who have either Administrator, Owner or Settings Administrator will be able to use this utility. It can be accessed from the main Material List page or from the Settings page (in the ‘Costbook Settings‘ section – Import Materials).
A link to a template/sample file that lists all of the relevant information can be downloaded from the Import pages. It is important that the order or the columns on the sheet is not altered. All of the columns on the spreadsheet will be detailed here so it will be easy to understand what is required and how the information will be added to Manage360.
The following columns are available for import (required columns will be indicated as well)
The material import for your Manage360 site can be started from either the Materials List page or the Settings section. Either of these options will open a new window to start the import process. The Sample file can always be accessed from the import window.
The Materials List page has an Import Materials button:
In the Import window, the Sample file can be downloaded. Once it has been completed and saved, then the Import itself can begin by clicking the ‘Import’ button to browse to your file. Prior to importing, select the options: Add & Update, Add, or Update.
The import options will behave as follows: