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Import Data (Alternate Statuses)

Import Data (Alternate Statuses)

Note: This feature is available only with a Sage Estimating (SQL) SQL product license. (It is not available with Sage Estimating Essential.)

You use this window to import a list of statuses from a Microsoft Excel file that you or another user has exported previously.

This capability can be useful for sharing a status list among various estimates or Estimating users in your company. You can easily modify the list in Excel and then import the status file back into the Edit Alternate Statuses window.

Note: The file format must be valid before you can import the statuses into the Edit Alternate Statuses window. For example, you need to use the same columns as the exported statuses, any rows that you added in Excel must be complete, and the status name must not exceed 50 alphanumeric characters.

To import a status list, you click the [Import] button in the Edit Alternate Statuses window.

When the import process is complete, the Import Data window displays a [View Log] button. Click the button to view a report of the import details, which includes the number of records processed, updated, and added, as well as a list of any errors encountered during the import.