Import Line Items from a Spreadsheet
Import your Schedule of Values from an Excel or CSV file without entering each line item by hand.
Steps
1. Open the Import wizard
Navigate to your project and click the Line Items tab. Click Import in the top-right corner.
2. Upload your file
Click the upload area to select an .xlsx or .csv file. The wizard detects the header row automatically and shows a row count.
Need a starting point? Click Download example to get a ready-made template with the correct columns (Code, Name, Unit, Qty, Unit Price).
Valid units: LF, SF, CF, EA, MH. If your spreadsheet uses "LS" in the Unit column, the row is automatically flagged as lump-sum; you will be asked to pick a real unit in the next step.
3. Map columns
Assign each required field to the matching column in your file:
| Field | Required | Notes |
|---|---|---|
| Code | Yes | Billing identifier, e.g. A1, B-02 |
| Name | Yes | Description of the work |
| Unit | Yes | LF, SF, CF, EA, or MH |
| Quantity | Yes | Contracted scope amount |
| Unit Price | No | Rate per unit |
Common header names are detected automatically; check the preview rows to confirm the mapping looks right.
4. Link to catalog
The wizard tries to match each row to an item in your org's line item catalog:
- Exact match (green badge): name and unit match exactly; automatically accepted.
- Approximate match (yellow badge): name overlaps partially and unit matches; review and confirm or change.
- No match: defaults to "Create new catalog item"; or click the link icon to search the catalog manually.
Rows detected as lump-sum ("LS" unit) show a Pick unit prompt; select the actual unit (LF, SF, etc.) before continuing. The LS flag is set automatically.
Use Accept all matched to confirm all exact and approximate matches in one click. Use Create all unmatched for any remaining rows.
5. Confirm and import
Review the summary: total rows, how many link to existing catalog items, and how many will create new ones. Click Import to commit; all rows are inserted in a single transaction.