Setup import
Bring reusable setup data into Kwantflow from spreadsheets.
Setup import helps seed shared workspace data from spreadsheets.
It is for setup records, not for importing full RFQs or completed estimates.
What you can import
You can import setup data such as:
- companies
- materials
- labour rates
- equipment rates
- subcontract rates
- cost presets
- estimate templates
- classification systems
- cost codes
Import a file
- Open the setup page you want to seed, or choose setup import from an empty state.
- Choose a CSV or XLSX file.
- Review the sheets Kwantflow finds.
- Confirm what each sheet should import into.
- Match spreadsheet columns to Kwantflow fields.
- Review row issues.
- Import ready rows.
What to expect
Kwantflow suggests matches where it can. If something is unclear, it asks you to review instead of silently guessing.
Common issues
Go to Import issues if rows are blocked or fields do not map correctly.