Additional functionality for item import/export

What’s changing

We’re excited to introduce a few new time-saving features for Estimators. Now you can import item descriptions, Units of Measure (UoM), and Memos in Setup > Estimating > Import. Item memos are also now included in the item export function.

• Changes to Description, UoM, and Price update for items with a matching item code.
• If no changes are made then nothing will be updated during import. 
• Item Memos display on item export.

Who’s impacted 

All Estimators with permissions to import/export items. 

Why it matters

Previously items could only be edited individually and only prices could be changed through the import function. This change allows Estimators to make bulk updates to their entire item database in one simple action.

Additional details 

This change is only a Back-End change. This means that while Descriptions, UoM, and Memos can be changed on import, you won’t see this reflected on the confirmation page. We’ll be making further improvements to this functionality in the September 2022 release.

Getting started

Masters: There is no admin control for these changes.

Franchises: There is no end-user setting for this feature.

Rollout pace 

This feature is available today for general use. In the September 2022 release, we’ll be adding the Front-End changes to display what changes have been made to the description field.