Import Submittal Data from Microsoft Excel

You can import submittals into the application from a Microsoft Excel file (.xls or .xlsx). After downloading the import template, follow the instructions in the Instructions worksheet to create or update submittals in the Submittals worksheet.

If there are any invalid values in the spreadsheet, the import will fail. After that, you can download the spreadsheet again to view and fix the errors, which are explained in the Error column.

You must have sufficient privileges to perform this task.

To import submittals from Microsoft Excel:

In the object selector, select ﱆ Project, select View Projects List, and then select a project name.
From the  Main Menu, select  Submittals, and then select Submittals.
On the Submittals page, select Import , and then select Import Submittal Items with Excel.
In the Import Submittals dialog box, select  Browse, select a file, and then select Import.

Next: Import Spec Sections and Submittals from a MasterFormat PDF