Speed up setup and reduce manual entry with this hands-on session on importing data into Knowify. Terrin Kalian (Head of Customer Experience, Knowify) walks through when to use quick copy-and-paste imports vs. flexible file uploads with column mapping, and shows how to bring spreadsheets (like takeoff exports) straight into your budgets, contracts, POs, and time tracking. You’ll see how Knowify auto-matches catalog items, maps columns, and rolls imported details into proposals and job costing, so you can keep using your favorite spreadsheets without sacrificing accuracy or momentum.
We demo imports for Plan & Track (lump-sum phases and fully itemized budgets), contract lines + bill of materials, purchase order lines, time entries, and a full takeoff → Plan & Track build. The Q&A also covers enabling the Time Import tool, working across multiple jobs, and best practices when you’re syncing with QuickBooks.
You’ll learn how to:
Import phases with budgets or itemized materials/labor into Plan & Track
Use contract line imports and attach a bill of materials (with optional markups)
Generate purchase orders by pasting item, qty, unit cost, and product numbers
Upload time entries (per employee/job/phase/date) and map columns on the fly
Run a full takeoff import that creates phases and detailed line items automatically
Let Knowify auto-match catalog items from your spreadsheet to your item list
Choose the right method: copy/paste for speed vs. file upload for flexible mapping
Enable Time Import (Admin → Customize → Integrations) and understand QuickBooks tips/limits (when to sync hours vs. expenses)
