How the Integration Works
...
In UDA, open a past project (select a project that contains an inventory item list).
At the top, select Export to eTakeoff; then export the inventory list into Excel.
...
In PlanSwift, go to Templates tab (located at the top) and verify that an Excel Import ToolTool button is displayed. If no such button is displayed, go to our plugin store to download and install the PlanSwift Import from Excel plugin.
...
In PlanSwift, click on the Estimating tab. Select the Columns button on the top toolbar. AA Select Column form will open.
...
Click Expand All on the top toolbar. Select the Export to Excel button on the EstimatingEstimating toolbar.
Click Save to save the exported file to the location of your choice.
...
Now the List is exported, formatted, and ready to import into UDA as a blank estimate. See attached file below Planswift PlanSwift 9.0.xls for an example.
2. Import from Excel to UDA
...