How To Import Estimate "Input Panel" Input Values Using CSV For Estimates That Have Been Created

Video Tutorial


To "import" estimate "input panel" input values using a "CSV file" follow these steps.

1. Navigate to the desired estimate.

2. Once inside the estimate, make sure the vertical input panel located to the left is expanded.

3. Click the "Export Input" button located on the upper right corner of the input panel.

4. Select the "Import from CSV" option.

5. Press the "Download CSV Template" button located on the lower left corner of the pop up window.

4. This will download a CSV file of the input panel inputs.

5. Populate the desired values for the input panel inputs.

6. Once populated, choose the CSV file and press the yellow "Import CSV" button which is located on the lower right corner of the pop up window.

7. When you import the CSV file with the populated values. All values populated in the CSV file will appear in their respective input panel input fields.

Please note that the values for input panel "group" headers will appear as "N/A" in the CSV export, LEAVE THESE AS-IS. Also, leave any input panel inputs which you DO NOT want to override BLANK. If your input panel contains "Formulas" which you DO NOT wish to override, be sure to leave these fields in the CSV file BLANK as well.

Published 10/22/2025.