Importing

Companies should be the first data set that you import when getting started with Base Builders. You can download the template from within the application under Data Import. This data will go into what we think of as your Address Book. The Address Book is made up of four sets of data, Companies, Contacts, Addresses, and Numbers. Each Company can have an unlimited number of linked Contacts, Addresses, and Phone Numbers. When importing you will only be able to import one address and two numbers - a...

Contacts should be the second data set that you import when getting started with Base Builders. This will go into what we think of as your Address Book. The Address Book is made up of four sets of data, Companies, Contacts, Addresses, and Numbers. Each Contact can have many linked Contacts, Addresses, and Phone Numbers. When importing you will be able to import up to four phone numbers. No address will be imported for Contacts but you can add them later directly into the system. There is another...

Projects should be the third data set that you import when getting started with Base Builders, and must be imported and processed prior to Phases (https://basebuilders.ladesk.com/720573-Populating-the-Phase-Spreadsheet-for-Importing) and Time (https://basebuilders.ladesk.com/286742-Populating-the-Time-Spreadsheet-for-Importing). Each column of the spreadsheet is pre-mapped to data fields within the Base Builders system. You are welcome to leave columns and/or cells blank but do not delete or ad...

When you export your Clients & Jobs from QuickBooks the data will be concatenated together into a single string such as this: ClientName:JobName and the job name may look like this 15001 - Sample Project One. You will need to parse this data out into separate pieces or columns. We have built this 2-tab spreadsheet to do the work for you. Tab 1- used to parse 2 pieces of concatenated data You will paste the concatenated data into the first column and then copy the formulas down in columns 2 and...

Phases should be the fourth data set that you import when getting started with Base Builders and must be imported and processed AFTER Projects (https://basebuilders.ladesk.com/759881-Populating-the-Project-Spreadsheet-for-Importing) have been imported. Each column of the spreadsheet is pre-mapped to data fields within the Base Builders system. You are welcome to leave columns and/or cells blank but do not delete or add any columns. Simply copy your data from whatever system(s) you are currently...