Import Excel/CSV Data Into Cubit Estimating Job

Feature Availability: Cubit version 11 or later

If you have a Job in a CSV format, then you can import this information into the Cubit Estimating software by following the steps below:

1. Create a new job on the Job Manager screen so that we can import the CSV job into it. To do this, click the New Job button on the ribbon and give the new job a name.

Fig.1 New job

2. Open the New Job and click the Excel button in the Insert section of the Home tab on the ribbon.

Fig.2 Insert Excel button

3. In the Open window that appears browse to the location where you have the CSV/Excel file saved, select it and then click the Open button.

Fig.3 Browse box

4. An Import window will appear displaying the information in the CSV/Excel file. On this screen, you must tell the software which columns refer to what information. This is done by selecting the column type from the Select Column: section on the right-hand side of the window. Once you have selected the columns, click the 'insert' button.

Fig.4 Source Column

After following these steps, the information will have been imported into the job, and you will now be able to work on it in Cubit.  

Fig.5 Imported job

Please Note: Only 2 levels/hierarchic of data can be imported from the Excel/csv

Sample CSV/Excel template shown below to import items under each Trade.

TradeHeading1	Trade1Item1	Column1	column2	column3	etc
TradeHeading1	Trade1Item2	Column1	column2	column3	etc
TradeHeading2	Trade2Item1	Column1	column2	column3	etc
TradeHeading2	Trade2Item2	Column1	column2	column3	etc
TradeHeading2	Trade2Item3	Column1	column2	column3	etc
TradeHeading2	Trade2Item4	Column1	column2	column3	etc
TradeHeading2	Trade2Item5	Column1	column2	column3	etc
TradeHeading2	Trade2Item6	Column1	column2	column3	etc
TradeHeading2	Trade2Item7	Column1	column2	column3	etc
TradeHeading3	Trade3Item1	Column1	Column2	Column3	etc

A sample Job template for Excel Import can be found here.