Legacy Duct ShopData Plasma Connect

The QuoteSoft Duct program has the ability to export ShopData files. This process will allow you to export a single zone or an entire job with the click of a button.

Prerequisites

  1. QuoteSoft Duct 3.14 or newer
  2. Unlock BIM feature in Duct
  3. Unlock necessary feature in ShopData

Things to Keep in Mind

Exporting Duct and Fittings to ShopData

The export function has a similar feature to running reports. Both features allow users to filter out undesired job items or sections through the Selection Wizard. A single file can either contain a whole zone or a single subzone. During takeoff it will be important to properly label Subzone, Phase, System, and/or Area to ensure the proper filter can be applied during the export.

Catalog Items

As of this time Catalog items cannot be exported to ShopData. An accessory item would need to be created in QXP for any commonly used catalog items you would like to export to SDS.

File Export Tutorial

The export process allows the exporting of ShopData files.

  1. Create a Job named ShopData Export Tutorial
    1. The rest of the job fields do not matter to this tutorial and can be ignored
  2. Create a Zone named ShopDataExport
    1. The rest of the zone fields do not matter to this tutorial and can be ignored
    2. Use your standard setup
    3. Input a handful of fittings into the newly created job
    4. Exit the Job
  3. Export the whole job
    1. Go to Tools>Plasma Connect and click on the ShopData button
      1. Click No when prompted to use the selection wizard
        1. For the first part of this tutorial we will simply export all items
      2. Select a location for the file to be saved
        1. The Desktop or Documents folder is a good place for the tutorial
      3. The file will be exported to the desired location and a message box will appear displaying the name of the file.
  4. Export using the Selection Wizard
    1. Go to Tools>Plasma Connect and click on the ShopData button
      1. Click Yes when prompted to use the selection wizard
        1. The selection wizard used for the export process is the same wizard used for reports. Users have the ability to only export desired items from the job file.
        2. Filter the job based on the desired criteria and then click Filter
      2. Select a location for the file to be saved
        1. The Desktop or Documents folder is a good place for the tutorial
      3. The file will be exported to the desired location and a message box will appear displaying the name of the file.
  5. Once the export process is complete you may import the files into the ShopData software.

For more information on this process please call 800-813-7020 and speak with Chris Blair, or email him at chrisblair@quotesoft.com.