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Importing Items Overview

You can import item data into BlueFolder. Your items list will need to be in a comma-delimited (.csv) format.

(If using QuickBooks, see Exporting item data from QuickBooks »)

Go to Work Orders > Item List > Import Items. From there, you will need to choose the file to import. Then choose the type of items to import (materials, labor, or expense), verify the field mapping, and proceed with the import. At the end of the import process, you may 'undo' that import in the event that you do not get the results you desire. If you import updated item files related to open Work Orders, you must re-select the appropriate item for open Work Orders in order to see the updates reflected.

You can import files in 2 formats:

  • Comma-Delimited (.csv)
  • Tab-Delimited (.txt)

If you don't know what to choose, start with comma-delimited and click Continue to preview the data. If it looks wrong, return to step 1 and try tab-delimited instead. You must also specify whether the first row of your file contains column headers or data. BlueFolder provides the ability to import items from virtually any source that can export a file into a standard format - either comma (.csv) or Tab-delimited. These include QuickBooks, Excel, and other applications. It is a 2-step process of exporting the records and then importing them into BlueFolder. For each import into BlueFolder, you will specify if the import is for Materials, Labor, or Expense items, so they must be in separate files if importing more than one type.

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