Along with creating take-off templates from existing projects, you can also import measurements from a CSV file. After importing, additional parts and Labour can be manually added to a measurement.

Maximum limit of 199 line items per take-off template.

⚠️Warning: Importing take-off templates will not automatically link measurement or parts to items within an integrated system even when the part number, description, UOM and price in the CSV file match an integrated system.

Please consult the relevantintegrated software articles to create linked templates: AroFlo, Fergus, ServiceM8, Xero, Ascora and Intuit QuickBooks (Online).

Simpro catalogue items and pre-builds can be imported using the Groundplan / Simpro import feature.

How to import a template

⚠️Warning: Information entered must follow the exact format of the CSV example.

Within a new or existing template, click take-off actions and select
Click get sample CSV or get sample CSV with labour
Save CSV File Excel, Google Sheets, Numbers
Complete the CVS file required fields
Save CSV file
On Groundplan, click template name
Click template actions and click import from CSV
Select file then click open, all measurements will be assigned a random style
To edit the measurement style or add additional parts and labour, click the measurement name

Fields	Sample CSV	Sample CSV with Labour
Part No	Optional	Optional
Description	Required	Required
Unit of Measure (ea, m, ft, sqm, sqft)**	Required	Required
Unit Cost	Optional	Optional
Markup (as %)	Optional	Optional
Labour Description	N/A	Recommended #
Labour Unit Cost	N/A	Optional
Labour Markup (as %)	N/A	Optional
Labour Multiplier in Hours***	N/A	Recommended #

📝Key:

** Unit of measure: Count - ea, length - m / ft, area - sqm/sqft. A blank or using a unit of measure not listed above will be imported by default as a count.

# Recommended: Labour description and labour multiplier in hours are recommended. Measurements using this option can have no labour description / multiplier and still successfully import into a take-off template.

*** Labour multiplier in hours: To be entered as a decimal eg. 15 minutes = 0.25, 20 minutes = 0.33
Multiple labour lines with the same description will populate the unit and the cost price will be identical to the first labour line with that description.

For support with importing take-off templates, please reach out to our Support team at Help > Send us a Message.

Frequently asked questions

Can I bulk update pricing within my take-off template?

No, unfortunately not.

There is no bulk update for pricing or margins across take-off templates.

Updating pricing, margins and parts must be updated on a per-template basis. While in the take-off template, manually click into each measurement and edit the price. All grouped parts will be updated.

Alternatively, please contact the Support Team at Help > Send us a Message for further assistance or if your take-off templates are linked to integration items.

Why will my import not upload back into Groundplan?

A1: There could be several reasons.

Please check that the columns and unit of measures are in the correct format.

A2: Are you a Mac User? If you are using Apple Numbers Program, please Export to a CSV File to Upload into your Template.

After completing your spreadsheet:

Click File
Click Export to
Select CSV

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