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Importing and Exporting a Project

You can create new Projects in EPASS by importing a spreadsheet with all of the project data. This may be faster than recreating a large project manually in EPASS.

You can also export current Projects for editing in your preferred spreadsheet app.

Which data fields are included in the export?

CodeDescriptionCustomer CodeContact
Phone1Phone2StatusCompleted
Start DateEnd DateLine TypeLine Code
QtySelling PriceCostMin Qty
Max QtyReferenceFeatures CodeFeatures
Brand CodeDelivery (Charge)

Importing a Project

Before Starting

Before importing your project, you need to create a spreadsheet with the following columns. (Column names marked with an * are required.)

Project CodeCompletedMin Qty
Description*Start Date*Max Qty
Customer Code*End Date*Reference
Contact*Line Type;)Features Code
Phone1Line Code;)Brand Code
Phone2QuantityDelivery;)
Status*Selling Price

Spreadsheet example

ExDetailView_09

Importing the Project Spreadsheet:

Once your spreadsheet is created and filled, follow these instructions to import the Project into EPASS.

To Import the Project

  • Go to Customer > Utilities > Import Project. The Import Project window opens.

    ImportExportProjects_02

To Export a Project

  1. Go to Customer > Utilities > Export Project. The Export Project window opens.

    ExportingProjectsDialog_1

  2. Do the following:

    A. Enter a path and filename for the export file.

    B. Select the Project Code from the list.

    C. Select one or multiple Salespersons from the list, or leave All Records selected.

    D. Select the Project Status from the list.

  3. Click OK. The project file exports and opens automatically in your default spreadsheet app.

See Also

Updated

November 20, 2023