Importing Assemblies in Batch: Key Considerations
Importing assemblies in batch can seem like the fastest way to transfer your assemblies into Square Takeoff. However, this method can pose challenges, including limited flexibility and the need for manual adjustments after import.
The main issue is that you cannot import part properties. Parts rely on formulas, which ideally should use properties to create a more robust and scalable solution. Properties make formulas more user-friendly and adaptable to various situations. When using the system configuration method, you are restricted to using hard-set numbers in your formulas, reducing flexibility.
To learn more about how to build assemblies, how to build parts, and the importance of part properties please view A Deeper Look | Assemblies & Parts and Fundamentals of Formulas
Building Assemblies From Scratch
Enhanced Familiarity: You'll become more acquainted with the processes of building assemblies and parts, leading to a clearer understanding of Square Takeoff.
Greater Flexibility: You can create more adaptable assemblies, allowing you to easily duplicate, rename, and modify formula properties for new instances.
Importing Assemblies
Step 1: Download the excel file located at the bottom of this document.
Step 2: Collect and allocate your assembly & part data in the pre-mapped columns, below is a description of what each field is and import limitations.
Assembly Import Legend and Limitations
Column | Details | Limitations |
NOT COLUMN: File Name / Template name | The file name of the import excel will be the name of your template. Re-name your file accordingly | n/a |
Part Name: | Part title should be the product name, something easy to search and recognize | 200 Character Limit |
Part Number | Organization # to consolidate like parts in various areas of takeoff. Think SKU #'s. | 20 Character Limit |
Part Description: | Additional part details | 200 Character Limit |
Folder Path: | Will create a new parts catalog folder. This will act as a folder within the main parts catalog you are importing. | 75 Character Limit |
Part Type: | Material, Labor, Equipment or Other ONLY | Only use one of the four presets |
Cost Each | Cost of part | up to two decimal places |
Cost Markup: | Markup of part | up to two decimal places |
QTY | This is the formula field. Must input Area, Linear or Count at a minimum. | no limit |
QTY measurement | Unit of measurement for the quantity | 20 Character Limit |
Waste % | Waste if applicable | Whole number |
Location | Location relevant to the assembly application. Can report on location in estimate reporting | 20 Character Limit |
Assembly Name | The Assembly you want to group your parts in | 200 Character Limit |
Assembly Type | Area, Linear or Count | Only use one of the three presets |
Step 3:
In Takeoff, navigate to System Config and select Import > Template
Step 4: Import the excel file with all relevant part information.
Step 5: Map columns accordingly, then hit Next
Step 6: Double check the columns are mapped correctly, then click Import
Step 7:
Even if your import was successful, you will receive an error message view image below. We encourage you to first check the templates library to see if the file has successfully imported.
If you do not see your new template please review the limitations in step 3 and re-import.
If you are still unable to import your template please contact our support line and we will assist you with import.
