Import spreadsheets
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Onboarding
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You can import pretty much anything from a spreadsheet into ControlBoard. The following templates should help you. They include comments for any fields whose values you may be in doubt about. Required fields are in red.
Basic entities:
Companies
Subcontractors
Jobs
Equipment
Employees
MaterialSupport entities:
Allocations
Attachments
Cost Codes
Job Costs
Job Activities
Time Entries
Production Quantities
Rates
Forecasts -
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