Within Buildern, locate the import functionality specifically designed for Buildertrend integration.
Here are the steps to follow to import a Buildertrend estimate to your Buildern account:
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Log in to your Buildertrend account and go to the “Estimate” page.
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Click on “Export to Excel”.
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Upload that file in the window.
Once you upload the file, Buildern will customize the data accordingly and you will be able to continue working on the estimates.
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