Import spreadsheets

[AaronH]

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
Employees
Equipment
Jobs
Material
Subcontractors

Support entities:
Allocations
Attachments
Contacts
Cost Codes
Forecasts
Job Activities
Job Costs
Production Quantities
Resource Types
Time Entries
Timed Lookups

Other:
Import Service Installer