Amanda,

Please reference the help files from the Import Estimate window. If you scroll all the way to the bottom of the help window you will find a link to additional information on the format of the import file. We also use this method and it works very well.

I would also encourage you to import the file initially on a training database to ensure there were no rejections before importing into your live data.

Good luck.

Any luck on this? I agree that the example is too short. I'd like to add an estimated start date for extras in the import file, but can't figure out which field to use.

I am still having issues with extras but I have successfully imported a simple estimate.

Do you like B2W estimating software? We are currently reviewing this software

The construction guys like it, but I have yet to be able to import the estimates into Sage.

Did you get the Track software as well from B2W or just the estimating software?

We have not gotten Track yet but are looking to add it in the future. We currently use HH2 for our time tracking.

Thanks for the info. Really appreciate it.