BOQ template import/export

Move BOQ templates between organisations or backups with CSV only.

What to watch for

• Import accepts CSV, not Excel or PDF.
• An import becomes your organisation's default template for its job type, replacing the previous default for that job type.
• Product bindings do not cross accounts. Products are matched against your own price lists; any line still needing a product is listed in the result so you can re-link it.
• Import and create need the Site Admin or Org Admin role. Export from a row stays available to every role.

1. Export a template

1. Open Templates → BOQ Templates.
2. On the template row kebab, select Export.
3. Confirm the snack Exported {filename}.

2. Import a template

1. Select Import template (shows Importing… while the request runs).
2. Choose a CSV file from the picker. You are asked to confirm the job type only when the file does not name one your organisation has enabled.
3. When the import finishes, the Template imported dialog shows:
   • which template is now your default for its job type, and which one it replaced;
   • the product-matching status: either every product is matched, or how many lines still need a product;
   • every line that still needs a product, with the reason for each: lines whose product could not be matched, and lines that name no product at all.

Success: the new template appears in the list as the default for its job type, so new jobs of that type start from it. Select Start a new job to use it straight away. If the dialog says lines still need a product, match them before you rely on the template for pricing: until you do, those lines have no material to price on new jobs.

3. Re-link products after import

1. Open the imported template.
2. For each line that still needs a product, use Set material / linked materials controls.
3. Work through every line the import listed until none still needs a product.

Do not expect imported product links from another organisation to resolve automatically.

What’s next

• BOQ templates — create and activate
• Export templates — Quote PDF / Excel / CSV builders