EXPORTING PROJECTS
From within your D-Tools project, click the Export button.
You can either choose to export selected items, or the entire project by clicking Selected or All:
This will open an overlay in which you can choose what aspects of the items you would like to export to CSV.
You will then receive a CSV file from D-Tools.
Next, ask Jetbuilt Support chat for our CSV template file, then add the project information from the D-Tools CSV into the Jetbuilt template file.
Once the Jetbuilt template file is completed with your project information, you will need to create the project in your Jetbuilt account, but you do not need to do anything other than create the project. Meaning, you do not need to add items, or even rooms or systems. (The template will do that for you.)
With the project "skeleton" created, and the completed template file, please reach out to Support chat to have us import the file into your Jetbuilt project. This will populate the project with all the information from the template file.
EXPORTING PRODUCT LIBRARY
Go to the Product Explorer, and click Export. You can also choose to either export selected products, or all of your products.
In the following overlay, select what aspects of the products you would like to export:
You will then receive a CSV with all of the products you selected to export.
To import these into Jetbuilt, go to Vendors > Connect To or Update Vendors in Bulk and add or drop in your CSV file in the upload box.
This process can take 24-48 hours for us to organize the product export file from D-Tools and upload it into your account. (Products imported this way will be imported as custom products, which are not affected or updated by price sheets that you submit.)
IMPORTANT NOTE ABOUT LABOR: If you import your direct product export from D-Tools, labor time on products will not be imported as we are unable to guess which labor category you want the values to go into for each product on your product export file.
If you have labor on items and want that labor information to be imported for each product, reach out to Support chat and they can provide you with our CSV template file that shows how our columns are formatted, as seen below. Then, you can enter in the information from your D-Tools export into the CSV template file. Once completed, click on the "Connect To or Update Vendors in Bulk" button in the Vendors area and our data team will add everything to your account.
If you have any questions, please let us know!