Enterprise users have access to the Project Import feature to easily add Rooms, Systems, and items directly into a project by importing a .csv file. This feature is located under the Additional Tools section on the Overview page of your project.
Your project can be empty before beginning the import, meaning you don't need to add Rooms or Systems to it. The import template can be used to create the Rooms and Systems, as well as add the items.
Setting Up Your File
Clicking on the Import Project link will open a window that includes the link to download example .csv template.
There are a few things to note when preparing the .csv file:
The example .csv file includes the headers required for the import to be successful and cannot be edited in any way
The file must be saved in .csv format and every cell must have a value. If you do not have a value to include, please place a zero (0) in the cell
Make sure there are no empty fields in the Room, System, Model, and Manufacturer columns
Don't include any currency symbols or special characters in the Cost and Price fields
Don't include any commas in the Cost and Price fields
(We don't currently have the ability to pull in labor values for project imports, but this will get you a head start on getting all the items set up in your project!)
Please Note: if there are any manufacturers or model numbers in your import file that don't match up with the manufacturers/model numbers in Jetbuilt, it will create custom products for those items. The product names need to match exactly. For example, if a manufacturer is listed as "Extron" (on the import template) instead of "Extron Electronics" (as it is in our system), it will create a custom product for that item, which will create a duplicate item in your account.
Importing Your File
Once your .csv file is complete, head back over to the Overview page of your project and click on the "Import Project" link under Additional Tools.
In the window that pops up, click "Choose File", select your .csv, and then click "Import".
Within a few minutes, the information included on your .csv file will populate into your project. Any new Room or System names will be added, and items will appear in their respective Rooms/Systems.
We hope that helps! Please reach out to us in Support Chat with any questions!