Import Excel/CSV Data Into Cubit Estimate Follow


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

1) First off you will need to 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.





2) Once you have created the new job, open it up and click the ‘Excel’ button in the Insert section of the Home tab on the ribbon.

 

 


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.

 

4) An Import window will appear displaying the information in the CSV/Excel file. On this screen you will need to tell the software what 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.

 



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

 

Please Note: Only 2 level/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

 

Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.