How to transfer current projects to Buildwise
When you're getting started with Buildwise, we can help with getting your current projects into the system.
Adding Estimates
For estimates, we'll guide you through how to organize and create these on an onboarding call, or by visiting the help center section dedicated to estimates.
Adding Expenses
When it comes to entering in expenses, we are able to help you with this!
In order for us to bulk upload ensure that you create the project first and that you set the markup percentages correctly on the project overview (settings) tab.
Here are the steps to take to complete this task:
- Export your transactions into either CSV, Excel, or Google Sheets format.
- Please click this link to access our import sheet.
- Sort the exported data into our import sheet.
- Email this sheet to: hello@buildwiseapp.com.
- Make sure to include the project name you'd like this uploaded to!
If you have any issues, email or chat us through the beacon on the lower right side of your screen!
If you have any questions or need support:
💬 Click the beacon on this page to chat with us
📩 Click the beacon on this page to email us