The Material Import Utility
Importing Materials into Manage360 is an important part of generating accurate Estimates. Using the Material Import utility will allow you to do this quickly. The import utility uses a .CSV file (typically created with a spreadsheet program like Excel or Numbers). Only Manage360 Users with either Administrator, Owner, or Settings Administrator will be able to use this utility. It can be accessed from the main Material List page or the Settings page (in the ‘Costbook Settings‘ section – Import Materials).
A link to a template file that lists all of the relevant information can be downloaded from the Import pages.
All of the columns on the spreadsheet will be detailed in the next step so it will be easy to understand what is required and how the information will be added to Manage360.