Import an Excel file

If the items list is available in Excel, you can also import it into FUTURA Engineering. For the import to be successful, the structure must conform to a defined scheme. In this example (figure), reference no. numbers (column reference no.) are maintained in the Excel template. However, these are not considered during the import, so you can leave the column blank. FUTURA Engineering automatically performs a numbering with the reference no. structure pre-set on the surface.

Note on structuring the item list in the Excel import template

The structuring of titles in the Excel import template is identical to the manual creation of a structured item list in the application.

This means:

Titles 1 to 4 must be created in stages, each on its own line and one below the other.
Each outline level (titles 1, 2, 3, 4) is given a separate line.
The services are only recorded below the last desired title (maximum title 4), each in a new line.

Note:
The items must not be created at the same row level as titles. The structured item list can only be processed correctly during import, if the titles are structured correctly in stages and the items are separated.

In the row of a service, all performance-related information must be maintained at the same level. This applies to the following information:

Short description (mandatory)
Description (long text, optional)
Material number (if available, optional)
Quantity (mandatory)
Unit of measure (mandatory)
Unit Price (used as calculation price, optional)
Price Quantity (optional)
Plant (optional)
Material group (optional)

We are happy to provide you with a corresponding Excel template for import!

Under the Downloads section in the upper left side, you will find the official import template for importing via Excel-Items list.

To import an Excel file, proceed as follows:

In the tree, select the position (red folder). Attention: The position must not contain any elements!
Click on the button "Import/Export > Import from Excel"
Select the file in your Windows environment. If you use service numbers in the items list, check the corresponding option and start the import.
After successful import, the items list is displayed under the red folder.