Importing Submittals From Microsoft Excel

How To Prepare The Microsoft Excel Import File

1. Open a blank Microsoft Excel Spreadsheet or download the sample file referenced below.
2. The first row (column names) should be labeled as shown in the table. Be sure to include the required fields. Field names do not contain any spacing within the word or before and after.
3. Insert data starting at Row 2.
4. Make sure the sheet name that contains the data is labeled Sheet1.
5. Save the file in Excel 97-2003 format (*.xls).
6. Close the file otherwise Corecon can not import the data.

Steps To Import the File

1. Click the 'Lead' or 'Projects' icon on the left menu.
2. Select the Lead or Project in the 'Quick Select' section. This will then refresh the page and show the 'Current Lead or Project Home' page.
3. Click the 'Correspondence' link in the 'Quick Links' tab. This will refresh the page and show the 'Correspondence Module Landing Page'.
4. Navigate to the Submittal row in the Stats section.
5. Click the blue 'Actions' button on the far right.
6. Click 'Import From Excel' option from the drop-down menu.
7. Click the 'Select Excel File' button to select the Microsoft Excel import file.
8. After selecting the file, the data will be imported automatically.

Microsoft Excel Import Sample

ImportSubmittals.xls

Submittal Fields(1st Row):