WEBVTT

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Bring your existing projects.

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Moving your firm over?

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Under Settings, Integrations, Import, bring in what you already have: projects and specifications, vendors and contacts, and your product library.

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Choose a spreadsheet in your own layout.

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Each column gets a guessed meaning; check them, and change any that are wrong.

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Nothing is written until you press Import.

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One file can hold many jobs.

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It makes the projects, items, products and vendors, and matches the ones you already have.

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Both jobs are on your project list.

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Import the same file again later, and rows are matched, not doubled.

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A 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.

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

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Anything else, our support team imports for you.

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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.

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Send a file from the import page, with a note.

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Nothing changes in your portal until it’s done.

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

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

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That’s bringing your projects in.

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More videos: portspace.io/videos