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This section explains how to import estimates from BidMagic.
BIDMAGIC IMPORT BASICS
Preparing BidMagic Data | Importing
to Goldenseal
RELATED TOPICS
Estimates | Estimate
Import Orders | Imports
Preparing BidMagic Data
There are two ways to export data from a BidMagic bid:
- You can export a breakdown of costs by category from the Bottom Line.
- You can export line item costs from the Specifications portion of a bid.
To export a category estimate from BidMagic, follow these steps:
- Prepare a bid in BidMagic, as you usually do, or open an existing bid.
- Choose Export Bottom Line from the Data menu.
- Choose a name and location for the file, then click OK.
To export an itemized specs estimate from BidMagic, follow these
steps:
- Prepare a bid in BidMagic, as you usually do, or open an existing bid.
- Choose Export Specifications from the Data menu.
- Choose a name and location for the file, then click OK.
Importing to Goldenseal
To import an estimate from BidMagic into Goldenseal, follow these steps:
- Open a Goldenseal company file.
- Choose Import from the File menu, and choose Estimate from the submenu.
- Navigate to the location of the file you exported from BidMagic.
- Select the file, then click Open.
- Goldenseal will ask you for whom the estimate is being prepared. Choose an account, then click OK.
- Goldenseal will automatically create an Estimate transaction.
If you exported specs, the estimate will include an Item
breakdown of each specifications line item. Otherwise it will include
a Category breakdown.
HINT-- To get line item costs from BidMagic, you need to start your company file using the Construction
Starter file, or else import the MacNail Unit Costs file.
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