Import Global / Offsider Estimate Job from Excel / CSV File

Convert Excel file to CSV File

1. Open the file in Microsoft Excel, click the File menu and select save as.

Fig 1. Save As Other Formats

2. Make sure the file type is selected as CSV (Comma delimited)(*.csv), and then click the Save button.

Fig 2. Save as type list

3. A Microsoft Office Excel message may appear. Click OK.

Fig 3. Microsoft Office Excel workbook alert

4. Another Microsoft Office Excel message should appear. Click Yes.  The file is now ready to be imported into your Global / Offsider Estimating software.

Fig 4. Microsoft Office Excel CSV compatible alert

Import CSV into Global / Offsider:

1. Start your Global / Offsider Estimating software and click Create to create a new job and open the New Job to the Job Summary level.

2. On the Tools menu, point to Exchange and then click Import Estimate.

Fig 5. Tools > Exchange > Import Estimate

3. Click Convert Comma Separated Text File

Fig 6. Import Estimate option, Convert Comma Separated Text File

4. Click on Browse to locate the CSV file to be imported, then click OK.

5. Define Columns window will appear.

In this window, please define where the information from the CSV file will go in the Global/Offsider estimate.

Fig 7. Define Column

Click on the Next button until meaningful text appears under the Details column.

If the Details text can be mapped to a field in Global/Offsider, click the corresponding type under the Type column for that field.

Fig 8. Eg Details column Description of Equipment can be mapped to 1-Description from the Type list

If the Trade column is un-selected, it will import the rows into the Trade Breakup level.

Once mapping is complete, click Convert.

6. Click on the Exit button when the Import Estimate window reappears.

7. Click on OK on the Important - Please Note alert appears.

 

Fig 9. Please Note alert