Import Data screen

Use the Import Data screen to import data from Microsoft Excel, QuickBooks, or ProContractor Daily Field Reports.

Note: To open the Import Data screen, click Administration > Utilities > Import > Import Data in the All Tasks pane.
You can import data for the following import types:
Import TypeAvailable Import Sources
Microsoft ExcelQuickBooksProContractor Daily Field Report
Equipment
Stock Receipts
Work In Progress
Chart of Accounts
Customers
Employees
Projects
Vendors
For instructions on importing data types or file types not listed above, refer to the Import Setup Data and Import Transactions topics.
Note: Importing data is a step in the following setup processes:
  • Initial Setup
  • Vendor Setup
  • Material Setup
  • Customer Setup
  • Project Setup
  • Equipment Setup
  • Employee Setup
For details on the next step, see each process as described in the Getting Started section.