Importing your own parts is a great way to personalize your library! If you'd like to import your own list of items, pay close attention to the instructions below!
Overview
Note
Subcontractor costs cannot be created from import. You'll need to manually add subcontractor costs to your parts after importing. Costs can only be imported as a “company amount” (material) or hours per unit (labor).
How To
First, you’ll want to download our part import template below:
You can download a handy part import template sheet here.
Note: You can delete the first line of sample data in the template, but do not adjust any of the column headers in the import template, as that can cause issues when importing.
Now that we have a new spreadsheet, we can begin adding parts. You can use the first line to get an idea of what should go into each column. Most importantly: be sure each column is filled in with the correct information. If you forget what should go into a particular column, head back to the example spreadsheet, and take a look at how Clear Estimates’ part is entered.
In the example below, I am going to import a part called “Tile Removal”:
Above, you can see I have filled out most of the columns for my part.
We highly recommend a test import (of at least a few parts) to make sure you are comfortable with the formatting.
Here is a breakdown of each column, the required formatting, and whether or not it is required:
| Column | Description | Required? |
|
PART CODE |
Unique number for the part |
Yes |
|
SUPPLIER CODE |
Unique number for the part |
Yes |
|
CATEGORY |
The category where the part will be placed. Your account already has many. You can designate one of ours, or create your own. |
Yes |
|
PART DESCRIPTION |
Name of the part |
Yes |
|
COMPANY OR SUB-CONT |
"C" for "company" or "S" for subcontractor. Most of the time you will place a “c” here |
Yes |
|
PART UNIT TYPE |
The part needs a unit type. In my example, we will be removing tile by the Sq. Foot. You can only choose unit types: Pieces Sq. Feet Lin. Feet Cu. Yds. (note the periods after both "Cu." and "Yds.") Dollars Hours |
Yes |
|
COMPANY UNIT COST |
How much is one of this part going to cost (material) |
Yes |
|
SUB-CONT UNIT COST |
This was the original format our system used for Subcontractor cost imports. This no longer functions, and subcontractor costs cannot be imported. Just add a “0” to this column. | Yes |
|
HLR |
Hourly labor rate. Choose a letter from our rates list and apply it here. Or create your own in your account and apply it here. |
Yes |
|
HOURLY MULTIPLIER |
How many hours will it take to install/remove 1 of this part. |
Yes |
|
MATERIAL MULTIPLIER |
If the part contains material, this needs to be a 1 |
Yes |
|
ROUGH-IN HOURS |
Leave blank |
No |
|
FINISH HOURS |
Leave blank | No |
|
PRELIMINARY TEXT |
Text for the part to be displayed on your preliminary proposal to the client |
Yes |
|
FORMAL TEXT |
Text for the part to be displayed on your formal proposal to the client |
Yes |
|
SUBCONT TEXT |
Text for the part to be displayed on your subcontractor proposal |
Yes |
|
PART IMAGE PATH |
Leave blank | No |
Once you have correctly filled out your columns, head to the next step.
Save your spreadsheet as a .csv file. Then, head back into your Clear Estimates account and head to ls > Import Parts.
You will see this box pop up:
Click Browse, and find your .csv sheet in your drive.
Then, select Update prices and add new parts to database.
Now click Next Step. Choose the parts you would like to import. You can select individual parts, or just click “Select All”.
When finished, click Next Step.
You will be given a notification outlining what is about to happen. If everything looks good, click Next Step.
That’s it, you are all done! This is your receipt of import:
Hope this helps!