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Import Key Measures

22 views March 25, 2026

Use the Import tool to upload multiple Key Measures from a CSV file. This process adds all Key Measures in the file directly to the Product Library, allowing you to set up assemblies in bulk.

Imported Key Measures appear immediately and can be edited individually if needed.

Ensure your CSV is formatted correctly before importing.

  1. From the Dashboard, hover over or click Estimating, then select Key Measures. This will open the Key Measure Library.
  2. Click the … (ellipsis) icon in the upper-right corner and select Import.
  3. On the Import page, click Select File, then browse to and select your CSV file.
  4. A confirmation window displays the first three lines of your CSV. Verify that the file is correct, then click Import.
  5. A green success message appears once the import finishes.
  6. Return to the Key Measures page using the blue navigation bar. You can review the Key Measure list or confirm changes by checking the Key Measure count in the lower-right corner.

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