Import submittals using a Microsoft Excel file
You can save time and import submittals by uploading a Microsoft Excel file.
Prepare a Microsoft Excel file for import
- Open a blank Microsoft Excel spreadsheet or download the sample file.
- The first row specifies the column names and must be labeled as shown in the table below.
Make sure that all the required fields are included. Field names do not contain any spacing within the word, or before and after.
Make sure that the sheet is labeled as Sheet1.
- Start entering data from the second row.
- Save the file in Excel 97-2003 format (*.xls).
- Close the file to enable Sage Construction Management to import the data.
Import the file
- Go to Leads or Projects and select the lead or project in the Quick Select section.
- On the Lead or Project Home page, select Submittals under the Correspondence section.
- Select Actions > Import From Excel.
- Select Choose File and find the file to be imported on your local drive.
The data will be imported automatically.
Microsoft Excel import sample
Submittal file fields
| Column name / First row | Required (*) | Field type | Comments |
| ProjectNumber | * | Text | The maximum number of characters is 25. |
| PrimeContractNumber | Text | The maximum number of characters is 25. | |
| SubmittalNumber | * | Text | The maximum number of characters is 25. |
| SubmittalDate | * | Date |
Recommended date format: DD-MMM-YYYY (example: 15-Oct-2023) US supported format: MM-DD-YYYY (example: 10/15/2023) ISO supported format: YYYY-MM-DD (example: 2023-10-15) |
| SubmittalSubject | * | Text | |
| SubmittalDescription | * | Text | |
| SubmittalOriginatorCompany | * | Text | The originator company, that is the subcontractor or the supplier, must exist in Sage Construction Management before importing the submittals. |
| SubmittalOriginatorContact | Text | Originator Contact must exist in the system before importing and must match the Contact Display Name. | |
| SubmittalCoordinatorCompany | * | Text | Coordinator Company (i.e. GC) must exist in the system before importing. |
| SubmittalCoordinatorContact | Text | Coordinator Contact must exist in the system before importing and must match the Contact Display Name. | |
| SubmittalItemNumber | Numeric |
If a submittal contains multiple submittal items, add one line for each item. If a submittal item is imported, then the SubmittalItemNumber, SubmittalItemDescription, SubmittalItemQuantity, and SubmittalItemUnit fields are required. The value under the SubmittalItemSatus column must match one of the submittal item status options specified in Settings > Feature Settings > Correspondence. |
|
| SubmittalItemDescription | Text | ||
| SubmittalItemQuantity | Numeric | ||
| SubmittalItemUnit | Text | ||
| SubmittalItemManufacturer | Text | ||
| SubmittalItemManufacturerCatalogNumber | Text | ||
| SubmittalItemUPC | Text | ||
| SubmittalItemRefPrimeContract | Text | ||
| SubmittalItemRefCO | Text | ||
| SubmittalItemRefSubcontract | Text | ||
| SubmittalItemRefSCO | Text | ||
| SubmittalItemRefDrawing | Text | ||
| SubmittalItemRefLocation | Text | ||
| SubmittalItemRefSpecSection | Text | ||
| SubmittalItemRefOther | Text | ||
| SubmittalItemDueFromOriginator | Date | ||
| SubmittalItemReceivedFromOriginator | Date | ||
| SubmittalItemRequiredOnSiteDate | Date | ||
| SubmittalItemAnticipatedDeliveryDate | Date | ||
| SubmittalItemEstimatedDeliveryDate | Date | ||
| SubmittalItemActualDeliveryDate | Date | ||
| SubmittalItemStatus | Text | ||
| SubmittalItemStatusDate | Date | ||
| SubmittalItemLeadTime | Numeric | ||
| SubmittalItemDesignReviewTime | Numeric | ||
| SubmittalItemInternalReviewTime | Numeric |