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    Prepare and Export Quantities to AroFlo
    • 15 Jul 2025
    • 4 Minutes to read
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    Prepare and Export Quantities to AroFlo

    • Updated on 15 Jul 2025
    • 4 Minutes to read
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    Article summary

    Discover how to prepare Quantities for Export and upload it into an AroFlo Quote.

    Related Articles: Using AroFlo items on Plans | Creating Take-off Templates using AroFlo

    Preparing Quantities for Export

    Before finalising the Import file for AroFlo, ensure that any updates to Pricing and Unit Rates for Inventory Items or Inventory Lists/Assemblies in AroFlo have been manually resynced to Groundplan.

    This only needs to be actioned if there have been updates within AroFlo since the Project creation.

    Syncing AroFlo and Groundplan from the Integrations Tab will not automatically update the Pricing and Unit Rates in any existing Projects.

    1. Click My Account then click Setup
    2. Click Integrations
    3. Click Manage on the AroFlo tile
    4. Click the Refresh icons

    configure-refresh-account-data.png

    Resync the Stages in a Project

    Each Stage in the Project will need to have the data re-synced to reflect price and unit rate changes.

    1. From within a Project, click the AroFlo Tab
    2. Click Stage Actions
    3. Click Refresh All
    4. Repeat for all Stages
    5. Export as normal

    configure-refresh-project.png


    Understand the AroFlo Tab

    Please read the "How it Works" section.

    aroflo-understanding-what-you-see.png

    Shown
    Above    		NameDescription
    image.pngGroundplan Part- No refresh wheel on the right
    - Multiple Groundplan Parts will create a List Item
    image.pngAroFlo Inventory- Refresh wheel present
    - Displayed as a single line item
    - If Detailed Pricing is Enabled, UR will show in AroFlo not Groundplan
    image.pngAroFlo Inventory List- Refresh wheel present
    - Folder shows as open
    - No total price
    image.pngGroundplan Labour- No refresh wheel on the right
    - No pricing or ability to edit (Pricing is added within AroFlo)
    - Unit Rate is present

    Adjusting the Value, Sell or Unit Rate

    Where required, the Value (Cost), Sell, and Unit Rate can be adjusted from Groundplan. Type in the boxes to update.

    Please note: If you are using Inventory items with detailed pricing this will set the Unit rate to 0.

    Click here for steps before importing into AroFlo.

    Locate the detailed price and Unit rate set to 0 after adjusting pricing.

    exporting-aroflo-detailed-pricing.png

    1. Click Download CSV File and open the file
    2. Delete the 0 from the Unit Rate column
    3. Save the file and import into AroFlo as normal

    exporting-aroflo-detailed-pricing-2.png


    Exporting Project Quantities

    1. Ensure your Quantities are ready for Export
    2. Click Download CSV File

    exporting-to-csv.png

    Importing Quantities to an AroFlo Quote

    A Quote must be created in AroFlo before uploading the Quantities from Groundplan.

    1. Once you have Exported Project Quantities from Groundplan, move to AroFlo
    2. Click Create and create a Quote
    3. Select the correct Quote Type
      • Simple Quote
      • Detailed Quote - Stage names become Take-off Sheets
    4. Click Save Quote

    Importing-quantities.png

    1. Click Bulk Import
    2. Click Select a File and choose the CSV file that was exported from Groundplan

    Importing-quantities-1.png

    1. Click Use Template on the Groundplan row
      This Template must be used for correct import of data

    importing-quantities-2.png

    1. Click Import
    2. Click Yes
      To proceed with importing this file
    3. Click Close

    importing-quantities-3.png

    AroFlo's guide to importing can be found here.

    If any issues are found when Exporting or Importing files, please contact us at Help > Send us a Message


    Frequently Asked Questions

    I use a MAC computer, and the Exports go into a numbers document. Can I still get my Quantities to AroFlo?

    Yes, although you must change the Export file from Numbers into a CSV.

    When the Export opens into Numbers, Export it again as a CSV by:

    1. Click File
    2. Click Export to
    3. Select CSV

    aroflo-export-faq-.png


    Why is there no Unit Rate showing for my Inventory Items?

    Inventory items with "Detailed Pricing turned on" will not bring the Unit Rate across to Groundplan; use Inventory Lists (Assemblies). When importing your Measurement totals into your AroFlo Quote, the Unit rate will be populated.


    How can I tell if the Part is an AroFlo Item?

    Head to the AroFlo Tab, AroFlo items have a refresh wheel along their row.

    faq-refresh wheel.png


    I have added Labour from Groundplan; why is the price missing from my Quote?

    Only the time of the Labour is recorded in the Quote. Labour Pricing added in Groundplan remains in Groundplan only, not transferring to the AroFlo Quote. This is the same for Additional Labour.

    faq-labour pricing-1.png

    faq-labour-pricing-2.png

    This can be added once inside the Quote.


    Why is the Labour in my Inventory list showing as a material item?

    Labour added from Groundplan will show as a material item with zero cost and a Unit Rate.


    If I edit my Inventory List in Groundplan, will the changes be remembered in AroFlo?

    The edited Inventory List with the new, quantities, Items and Labour lines will export to the CSV and then successfully import into the AroFlo Quote.

    The Inventory List in AroFlo will not be altered.


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