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Load import formulas

Modified: 7 Jun 2026 Viewpoint Estimating Administration Data Imports Help
  1. Open the Load Import Formulas screen.
  2. In the Load File field, do one of the following:

    • Enter the full path and file name of the conversion file you want to load and press Tab.

    • Click to select the conversion file you want to load from a Lookup List.

  3. Do one of the following:

    • Click Set All Statuses to Active to change the status of the all of the import formulas to be loaded to Active.

    • Click Set All Statuses to Inactive to change the status of the all of the import formulas to be loaded to Inactive.

    • In the status column, set the statuses of the import formulas to be loaded as needed.

      Note: You can change the status of an import formula at any time using the Import Formulas screen.
  4. Click Load Formulas.
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