On-Screen Takeoff Import
At Ediphi, we recognize the importance of enabling users to seamlessly transfer their work from the On-Screen Takeoff tool into Ediphi. This integration eliminates the need for manual data entry, ultimately enhancing efficiency and saving valuable time.
In this article
How It Works
Within your estimate, you have the ability to import .OST files similarly to how you can import .CSVs. First let’s start by exporting your .OST file from the On-Screen Takeoff tool. Feel free to look at their support article on this process, or follow the steps below:
- Within the On-Screen Takeoff tool, go to the Bids tab.
- Right-click on the bid you’re trying to export, and under Export, select To Takeoff File.
A pop-up will appear allowing you to select where you want to save this .OST file in your computer. Once a place is selected, click Save.
- Now in Ediphi, access the Estimate where you intend to conduct the OST import. Navigate to the Line Items section. Hover over the Import feature and select OST.
- You’ll have the ability to drag & drop your .OST file. Alternatively, you can click on the modal and it will allow you to select your .OST file from your computer.
- Once you drag & drop/select the .OST file, the platform will work on uploading the file into your estimate. Once that's complete, you will see a notification message on the top right of your screen mentioning the amount of line items that were imported, and you will see these line items populated in your estimate.
Things To Note
- If the productID assigned to the line item in the import is not found in the platform, you will see a "Error: Specified product (ID) not found" message within the Notes section of that line item.
- If the Unit of Measurement (UOM) in the line item is not the same as the line item it’s linked to in the platform, you will see a "Warning: unit of measure (sf) not equal to Product UOM (gsf)." message within the Notes section of that line item.
- The import function will always create new line items, it will not overwrite existing line items. This implies that when a user imports a file, subsequently edits the file, and imports it again, the system will interpret these actions as two distinct imports rather than replacing corresponding line items. Consequently, there is a possibility of data duplication. In such cases, users have the option to Filter by Import Batch. This functionality enables users to identify and select all items related to the duplicated import for deletion as required.
If you have any questions, feel free to contact our support team and we'll be happy to help!