Bring your existing projects

0:01Bring your existing projects.

0:03Moving your firm over? Under Settings, Integrations, Import, bring in what you already have: projects and specifications, vendors and contacts, and your product library.

0:15Choose a spreadsheet in your own layout. Each column gets a guessed meaning; check them, and change any that are wrong.

0:22Nothing is written until you press Import.

0:26One file can hold many jobs. It makes the projects, items, products and vendors, and matches the ones you already have.

0:33Both jobs are on your project list. Import the same file again later, and rows are matched, not doubled.

0:41A schedule for one project can go straight onto it, from our template or your own layout, and for thirty days, Undo this import takes it back.

0:50Your product library comes in the same way, from a vendor’s price list or your own product list.

0:56Anything else, our support team imports for you. All we need is your existing data, from wherever it lives: a database export, another spec system’s files, old spreadsheets, a folder of pictures.

1:09Send a file from the import page, with a note. Nothing changes in your portal until it’s done.

1:15Or open Help, Contact support, and tell us what you have.

1:20We load it for you, so nothing lands in the wrong place, and you hear back at your email, usually within a working day.

1:27That’s bringing your projects in. More videos: portspace.io/videos