Can I import the Middle Atlantic Products (MAP) Configurator Quote spreadsheet to an SI Project?
Yes, with a bit of manipulation.
Notes: There will be unused columns due to the headers in the file having merged cells in the header row, just ignore them. They are shown below:
You will need to map the "MODEL NO." column to "Model" and re-map the "UNIT PRICE" column to "Unit Cost" in the MAP CSV File form:
Once imported, the data will look something like this:
Notice that the Item Validation column has an issue with every item since the only pricing field we were able to import was "Unit Cost":
If these Products are already in your Catalog, you can select all of the Products and do an Update From Catalog function on them to populate the missing fields. If these Products are not in your Catalog you could apply Price Rules to them to calculate your Unit Price or Margin. You could then check to see if these Products are available in the D-Tools Library and populate any missing fields (Category, Phase, Labor Hours, etc.) using the Update from Library function. If you then want to add these Products to your Catalog, use the Update to Catalog function.