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SOV - Upload a Template

Modified: 18 Sep 2026 Trimble Pay Help

You can bulk upload your schedule of value lines using a Trimble Pay template.

If you have only a few lines to enter, consider using the manual method of setting up a schedule of values.
Bulk uploads make the most sense when you have a source file from which you can copy and paste line values into the template.
Note: Just as when entering lines manually, if your SOV has Accounting Line Requirements, the total value of all lines must sum to the value of the grouping the lines are in and all line item descriptions must be populated.

To fill out and upload a template:

  1. From your Dashboard, select the project and then double-click the contract.
  2. Select Go to SOV or scroll to the bottom of the page.
  3. There are multiple ways to open the Upload Spreadsheet window:
    • If you do not have an integration, select the Bulk upload button.
    • If you are integrated select the Bulk Upload icon at the top of the schedule of values or select the specific accounting line section within the schedule of values.
  4. If you haven't yet downloaded and filled out the template:
    1. Select Download the Flashtract template here.
    2. Fill out columns A, B, and C entirely.
    3. Meet all requirements:
      • No changes to row headers for rows 1 and 2
      • No spaces between line items
      • No line item section headers
      • No current period values
    4. Save your template.
  5. In the Upload Spreadsheet window, navigate to and select your filled-out Trimble Pay template.
  6. Select Create line items.
Trimble Pay uses the values from your spreadsheet to create the line items.
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