Importing Your Own Parts

Last Updated By Michael Croteau

Updated at May 20th, 2021

Importing your own parts is a great way to create your own database. If you choose to import your own parts this way, pay close attention to the instructions below.

First, you’ll want to download our database via Excel to get an idea of the format you will need for upload. To do this, head into your account and click Tools > Export Parts. This will download a spreadsheet to your computer. Alternatively, you can download a handy part import template sheet here. 


Upon opening this spreadsheet, you will see our entire database. The only thing that really matters here is the information in row 1. Copy and paste Row 1 to a new spreadsheet (or use the import template included above.) 


Now that we have a new spreadsheet, we can begin adding parts. Refer back to the spreadsheet that we downloaded from Clear Estimates for help. Use that spreadsheet to get an idea of what should go in each column. Most importantly: be sure each column is filled with the correct information. If you get confused about what should go in a certain column, head back to the spreadsheet that we downloaded and take a look at some of Clear Estimates’ parts.

In the example below, I am going to import a part called “Tile Removal”.

Above, you can see that I have filled out most of the columns for my part. Here is a breakdown of each column and whether or not you need it.

Column Description Required?
PART CODE 
Unique number for the part
Yes
SUPPLIER CODE
Unique number for the part
Yes
CATEGORY
The category where the part will be placed. Your account already has many. You can designate one of ours, or create your own.

PART DESCRIPTION
Name of the part

COMPANY OR SUB-CONT
"C" for "company" or "S" for subcontractor. Most of the time you will place a “c” here

PART UNIT TYPE
The part needs a unit type. In my example, we will be removing tile by the Sq. Foot. You can only choose unit types: pieces, Sf. Feet, Lin. Feet, Cu. Yds, Dollars, Hours.

COMPANY UNIT COST
How much is one of this part going to cost (material)

SUB-CONT UNIT COST
Same as company unit cost, this is if a sub is going to do the work

HLR
Hourly labor rate. Choose a letter from our rates list and apply it here. Or create your own in your account and apply it here.

HOURLY MULTIPLIER
How many hours will it take to install/remove 1 of this part.

MATERIAL MULTIPLIER
If the part contains material, this needs to be a 1

ROUGH-IN HOURS
Most of the time left blank

FINISH HOURS
Most of the time left blank

PRELIMINARY TEXT
Text for the part to be displayed on your preliminary proposal to the client

FORMAL TEXT
Text for the part to be displayed on your formal proposal to the client

SUBCONT TEXT
Text for the part to be displayed on your subcontractor proposal

PART IMAGE PATH
Leave blank

Once you are confident you have correctly filled out all of the columns, lets head to the next step. We highly recommend a test import of just a few parts to make sure you are comfortable with the formatting. Save your spreadsheet as a .csv file. Then, head back into your Clear Estimates account and hit Tools > Import Parts. You will see the information below pop up.

Upload your database and select “Update prices and add new parts to database”. Then, hit Next Step. Now we need to choose the parts we would like to import. In the image below you can check individual parts, or click “Select All”. Click Next Step.

You will be given a notification outlining what is about to happen. If everything looks good, click Next Step.

That’s it! You are all done. This is your receipt of import.

Hope this helps!

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