Importing your own parts is a great way to personalize your library! If you'd like to import your own list of items, pay close attention to the instructions below!
Overview
How To
First, you’ll want to download our part import template below:
You can download a handy part import template sheet here.
Note: Do not adjust any of the column headers in the import template, as that can cause issues when importing.
You can use the first “example line” in the template to get an idea of how to set up your part data. Feel free to delete the example line.
Now that we have a new spreadsheet, we can begin adding parts. You can use the first line to get an idea of what should go into each column. Most importantly: be sure each column is filled in with the correct information. If you forget what should go into a particular column, head back to the example spreadsheet, and take a look at how Clear Estimates’ part is entered.
Note
We highly recommend a small “test import” (of at least a few parts) to make sure you are comfortable with the format and process.
Here is a breakdown of each column, the necessary format and whether or not it is required:
| Column | Description | Required? |
|
PART CODE |
Unique number for the part |
No |
|
SUPPLIER CODE |
Unique number for the part |
No |
|
CATEGORY |
The category where the part will be placed. Your account already has many. You can designate one of ours, or create your own. |
Yes |
|
PART DESCRIPTION |
Name of the part |
Yes |
|
COMPANY OR SUB-CONT |
Always use C for this column. | Yes, add “C” |
| MATERIAL MULTIPLIER | If the part contains material, this needs to be a 1 | Yes |
|
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 Sq. Feet Lin. Feet Cu. Yds. (note the periods after both "Cu." and "Yds.") Dollars Hours |
Yes |
|
COMPANY UNIT COST |
How much is one of this part going to cost (material) |
Yes |
|
MATERIAL CALCULATION PARAMS |
Either a flat cost or a unit cost. Leave this blank to use “Company Unit Cost” as your unit cost.
For flat rate, enter Lump Sum |
No |
|
SUB-CONT UNIT COST |
Leave Blank | No |
| SUB-CONT COST | Subcontractor cost per unit | No |
| SUB-CONT MULTIPLIER | Leave at 1 | |
| SUB-CONT RATE LETTER | Labor rate letter to use for subcontractor calculation | No |
| SUB-CONT CALCULATION PARAMS |
How you want your subcontractor cost calculated. You can use any of the following options. Be sure to enter them verbatim: $ / unit Lump Sum Hours per Unit |
No |
|
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. |
Yes |
| LABOR RATE | You can manually enter a labor rate value here, and it will use that rate instead of the library “letter” rate for your labor cost. | No |
|
HOURLY MULTIPLIER |
How many labor hours will it take to install/remove 1 of this part. |
Yes |
|
LABOR CALCULATION PARAMS |
How you want your labor cost calculated. You can use any of the following options. Be sure to enter them verbatim: $ / unit Lump Sum Hours Hours per Unit |
No |
| LABOR COST PER UNIT |
Use this if you want to use something besides Hours per Unit for labor.
For example, a Lump Sum of $150 would have you enter “150” here.
Or, if you're using $ / Unit and need is $2/SF for labor, you'd enter “2” here. |
No |
|
ROUGH-IN HOURS |
Leave blank |
No |
|
FINISH HOURS |
Leave blank | No |
|
PRELIMINARY TEXT |
Text for the part to be displayed on your preliminary proposal to the client |
Yes |
|
FORMAL TEXT |
Text for the part to be displayed on your formal proposal to the client |
Yes |
|
SUBCONT TEXT |
Text for the part to be displayed on your subcontractor proposal |
Yes |
|
PART IMAGE PATH |
Leave blank | No |
Once you have correctly filled out your columns, head to the next step.
Save your spreadsheet as a .csv file. Then, head back into your Clear Estimates account and head to ls > Part Library:
From Parts, click More > Import Parts:
That will launch the Part Import Wizard:
Click Browse, and find your .csv sheet in your drive.
Then, select update prices and add new parts to database.
Now click Next Step. Choose the parts you would like to import. You can select individual parts, or just click “Select All”.
When finished, 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!