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Import Estimates window

Export Estimates window

Use this window to specify details for exporting one or more selected estimates as a compressed (zipped) extensible markup language (XML) file.

Exporting estimate data enables you to store a copy of your estimates in XML format and import it into Sage Estimating (SQL) later.

  1. In the Manage Estimates window, in the Estimate Catalog pane, click the Export estimates icon (the Export Estimates button available on the Estimate Catalog toolbar) on the toolbar

  2. In the Export Estimates window, type the file path and file name of the zip file where you want to store your exported estimate data.

    Alternatively, you can click [Browse] and then select the destination folder.

  3. Type a description for the export file to summarize the export file contents and purpose.

  4. Select the checkbox next to each estimate you want to export.

    If you select the checkbox for the estimate database, a branch, or a sub-branch in the list, Sage Estimating (SQL) automatically selects all estimates and sub-branches beneath it for export.

  5. Click [OK] to create the Exported Estimates file.

Items in this pane

Item Notes
<export file location>

Type the file path and file name where you want to save the exported estimate data.

Alternatively, you can click [Browse] to select a file location.
[Browse]

Click to open the Select the Export File window so you can select the destination folder and export file for the selected estimate or estimates.
<description> If desired, type a brief summary describing the export file. You can use the summary to identify the contents and purpose of the exported data later.
<estimate list>

Select the checkbox of the estimates or estimate databases that you want to export.

If you select an estimate branch, all estimates within the estimate branch are automatically selected for export. You can clear the checkbox for each estimate database individually that you do not want to export.
[OK]

Click to export the selected estimates and estimate databases to the file name and file path specified in the <export file location> box.

The Sage Estimating (SQL) software exports the data as a zipped XML file.
[Cancel] Click to close the Export Estimates window without exporting any estimate data.