Estimate Import Order

The Goldenseal estimating software uses Estimate Import Orders to set up imports from MacNail and BidMagic.

You can also use it to import estimates from other estimating programs.

ESTIMATE IMPORT ORDER BASICS
       When to Use | Entering Estimate Import Orders | Data Fields | Import Types
       Using Lists | Using Estimate Import Orders

WEBSITE INFO LINKS
       Estimating Software | Construction Estimating Software | Cost Estimating Software
       Project Estimating Software

RELATED TOPICS
       BidMagic Imports | Estimates | MacNail Imports

When to use Estimate Import Orders

Goldenseal uses Estimate Import Orders to specify imports from MacNail and BidMagic.

If you use a different Category System and import from either of those programs, use Estimate Import Orders to specify where estimate imports should go.

If you customized the estimators in MacNail and want to import from there, you'll also need to adjust the Estimate Import Order records for MacNail Specs and MacNail Summation.

If you want to import data from some other estimating program, you may be able to use Estimate Import Orders to interpret the data into a form that Goldenseal can understand.

Entering Estimate Import Orders

To enter an Estimate Import Order, follow these steps:

1. Choose Other Lists from the Options menu, then choose Estimate Import Orders from the submenu.
2. Click the New button, or click on an existing item and click the Edit button.
3. Enter details for the import order.

Data Fields

Enter the following information for each Estimate Import Order:

Name-- Type in a brief name for this order.
Description-- Type in any comments you'd like to make about this item.
Category System-- Enter the Category System to use for estimates that you import.
Validation Text-- Enter the text to check at the beginning of the file, and at the beginning of hard cost and soft cost rows.
Category Table-- Enter each category name, the text in the import file to match, and the Goldenseal Cost Category for each line in an import file.
Import Type-- Enter the type of import to make.
Hard Cost Start-- Enter the first row where hard costs appear.
Hard Cost Rows-- Enter the total number of of hard cost rows there are in the export file.
Soft Cost Start-- Enter the first row where soft costs appear.
Soft Cost Rows-- Enter the total number of of soft cost rows there are in the export file.
Date Row-- If there is a date in the export file, enter its row.  Otherwise enter zero.

Import Types

The Import Type field determines how Goldenseal will interpret the data when it imports.

You can choose any of the following:
BidMagic Bottom Line-- Goldenseal will translate files created from the BidMagic Export Bottom Line command.
BidMagic Specs-- Goldenseal will translate files created from the BidMagic Export Specifications command.
MacNail Summation-- Goldenseal will translate files created from the Goldenseal Summation command in MacNail.
MacNail Specs-- Goldenseal will translate files created from the Goldenseal Specs command in MacNail.

Using Estimate Import Orders

Goldenseal automatically references the correct Estimate Import Order when you import estimates from MacNail or BidMagic (our previous estimating programs).

If you want to import data from some other estimating program, you may be able to use Estimate Import Orders to interpret the data into a form that Goldenseal can understand.

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