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Overview

This plugin allows users to create PlanSwift parts from their own Excel spreadsheets and make them available on the Templates Tab ribbon-bar.

The PlanSwift Import from Excel Tool Plugin adds an Excel Import Tool icon to an Import group on the Templates Tab ribbon-bar...

 

How To Use the

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Excel Import Tool Plugin


Info
titleNotes

First, you'll need to download and install your Plugin, see: Downloading, Installing, and Uninstalling a Plugin or Starter Pack

Once your new Plugin is installed, follow the steps below to use it.

We encourage you to purchase a training package for accelerated learning and faster customization, see: https://www.planswift.com/support/personalized-training/ for details on scheduling training.

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Answer: PlanSwift recommends that you purchase a training package. We highly recommend new users purchase a training package, because training is customized to each user. We offer one-on-one training and classroom training. Contact PlanSwift® Training Department Training-ops@ConstructConnect.com.

 

Question: Can I import custom properties for the items I have created?

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