How to Import Estimates from SoloAssist

If you've been using SoloAssist for your project management needs, you can easily transfer your estimates to Buildern.

Written by Buildern Support

Updated 5 months ago

Simply click on the 'Import from SoloAssist' option and follow the steps below:

Import soloassist estimate

Log in to your SoloAssist account.
Go to the 'Cost Schedule' section of the project and select the estimate you want to import.
Click on the 'Export' button and save the CSV file to your computer.
Return to Buildern, select the 'Import from SoloAssist' option, and upload the CSV file.
Once uploaded, your estimate will be automatically created in Buildern with all the items included.

The software will let you know if everything goes well or if there are things to review and match manually.

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