Settings overview

You can map columns in your source file mapping, and then save your import file mappings as a setting template. Saving your file mappings allows you to easily access the setting template for future quantity item imports. You can also save the template to your computer as a backup and share it with other users or use it in another Estimate environment. The settings also provide consistency and standardization across users in a job.

The mapped file settings can be saved to your local job or as a locked corporate setting.