Creating a Join Compatible Import File

Ediphi now allows you to download a CSV version of your estimate directly through the Excel Add-In, fully compatible with Join! Simply use the Add-In to create your file and import it into Join—no manual adjustments required. This streamlines the process, saving users time and ensuring a seamless import.

First, you may want to become familiar with our Excel Add-In (Last Mile) feature if you haven't already.

Create your Join Compatible Import File

  1. Open Excel, and click on the Get Ediphi Data icon to open the Ediphi Add-In.
  2. Login to your account.
  3. Choose the Project and Estimate you'd like to use to import to Join.
  4. Click the Reports tab.
  5. Click the Create Join Import File button.
  6. Once your file is finished downloading, click Open file.
  7. Use this file to import directly into Join.

Note: This feature is only available to companies that have it enabled. To request access for your company, contact colby@ediphi.com.

If you have any questions, feel free to contact our support team, and we'll be happy to help!

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