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How to import your cost catalog in ConGenius

Import material, labor, subcontractor, equipment, and other costs directly to your ConGenius catalog.

Screenshot 2024-09-24 at 11.57.11 AM

Step 1: Go to "Catalog"

Step 2: Click Item type tab and folder you want to import your items (Material, Labor, Subcontractor, Equipment, or Other)

Step 3: Click "Import"

Step 4: Confirm import location
Step 5: Download csv file template or click to continue
Step 6: or

Step 7: Click "Submit" once item details are confirmed

For improved catalog organization, create folders and import relevant items directly to those folders.

Supported file types: .csv

 

 

If you have any issues or questions with your 'ConGenius Catalog Import', contact Customer Success through the chat in the app or by emailing help@congenius.com.