Data Import & Migration

Import your existing data into Readybuild to get started quickly.

Overview

Readybuild supports importing data from CSV files and other systems. Whether you're migrating from another software platform or setting up your estimating database, these tools help you transfer your data efficiently.

Import Types

Setup Data

Import foundational data for your company:

Import Type	Description	Documentation
Cost Codes	Labor and material cost codes	Cost Codes Import
Vendors	Supplier and subcontractor records	Vendor Import
Manufacturers	Product manufacturers	Manufacturers Import
Team Members	Employees and users	Team Members Import

Estimating Data

Import your estimating database:

Import Type	Description	Documentation
Selection Catalog	Product selections and options	Selection Catalog Import
Estimating Cost Book	Components and pricing	Estimating Cost Book Import

Customer Data

Import contacts and project history:

Import Type	Description	Documentation
Contacts	Clients and leads	Contacts Import
Client Data & Projects	Historical project data	Client Data Import

Import Process Overview

General Steps

1. Download Template - Get the CSV template for your data type
2. Prepare Data - Format your data according to template specifications
3. Validate - Check for errors and required fields
4. Upload - Import the CSV file
5. Review - Verify imported records

File Requirements

• Format: CSV (Comma-Separated Values)
• Encoding: UTF-8 recommended
• Size Limit: 100MB maximum
• Headers: First row must contain column headers

Best Practices

Before Importing:

• Back up existing data
• Clean and deduplicate source data
• Review required vs. optional fields
• Test with a small sample first

During Import:

• Use exact template column headers
• Don't skip required fields
• Format dates consistently
• Check special characters

After Import:

• Review import results email
• Spot-check imported records
• Address any failed rows
• Document any data transformations

Import Results

After uploading, you'll receive an email with:

• Summary - Total rows processed
• Success Count - Records imported
• Skipped Count - Duplicates or unchanged records
• Failed Count - Records with errors
• Error Details - Specific issues per row

Common Issues

File Format Problems

• Wrong delimiter - Use commas, not semicolons or tabs
• Encoding issues - Save as UTF-8
• Extra columns - Remove columns not in template

Data Quality Issues

• Missing required fields - Fill in all required columns
• Invalid references - Ensure linked records exist
• Duplicate entries - Check for existing records

Field Mapping

• Column name mismatch - Use exact template headers
• Wrong data format - Follow date/number formats specified
• Special characters - Avoid or properly escape quotes

Integration Imports

Readybuild also supports importing from integrated systems:

• QuickBooks Online - Customers, vendors, invoices, bills
• QuickBooks Desktop - Full sync via Web Connector
• Salesforce - Contacts, opportunities, activities

See Integrations for setup details.

Getting Help

If you encounter issues:

1. Review the specific import documentation
2. Check the error messages in your results email
3. Verify data format matches the template
4. Contact support with your import file and error details

Quick Links

• Selection Catalog Import
• Manufacturers Import
• Cost Codes Import
• Vendor Import
• Estimating Cost Book Import
• Team Members Import
• Contacts Import
• Client Data Import