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Importing Plants into Manage360 is a key setup component and a big part of being able to generate accurate Estimates. Using the Plant 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 Plant List page or from the Settings page (in the ‘Costbook Settings‘ section – Import Plants).
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 plant import for your Manage360 site can be started from either the Plants List page (in the Costbook) 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 Plants List page has an Import Plants 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:
If there are any issues or errors, they will be listed in the Plant Import window. The errors list can also be downloaded for viewing if desired. Once there are no longer any outstanding errors, the file will be imported to your Manage360 site.