Executing an Import

Follow these steps to import a file from another application:

1. From any page in the system, select Import File from the Actions menu on the Menu Bar.
   
   The system takes you to the Import component.

2. Click the Select File button.
   
   The system opens a Choose File to Upload window.

3. In the Choose File to Upload window, navigate to the file you want to import, select it, and click the Open button.
   
   The system closes the window and validates the selected file. The validated file name is displayed in the Import component.

4. Based on the type of file you open, the system may offer different options for your import, like the ability to ignore blank rows or overwrite existing data with those blank rows. For more information about the import options available for each type of file, refer to these help topics:
   
   Importing Agency View Usage Data
   Importing Cost Estimates
   Importing Data from CAS to Civil Rights & Labor
   Importing Information from Bids
   Importing Data from SiteManager to Civil Rights & Labor
   Importing Estimation Reference Data
   Importing Item Mappings
   Importing Project Information from Estimator and Other Applications

5. Click the Import button on the component header to begin the import.
   
   When the process completes, the system displays a message on the component header indicating that the import was successful and the Process History ID. You can view the resulting output files on the Process History Overview component (see Viewing Process History).

Related topics:

Executing System Interfaces

Executing Processes