CivilPro has developed several ways for you to import data into your registers. Importing data will save you a lot of time and resources in the following workflows:
- Setting up your QA registers for your project
- Transferring your data from Excel spreadsheets to CivilPro
- Transferring your data from one project to another project
- Recreate the same full or partial QA registers and specifications for a new project
There are three ways to import data into CivilPro:
1. Import as CSV files
2. Import from Repository
3. Import as CPX files
Import as CSV files (comma separated values)
This is useful when you have external data in Excel files which you can then convert to CSV files to import them.
See the following tutorials on how to create and format CSV files:
Importing CSVs is available in the following registers:
- Schedule Items
- Work Types
- Area Codes
- Control Lines
- ITP (Specifications) Details
- Lots*
- NCRs*
- Controlled Documents (Desktop only)
- Subcontractors ( Desktop only)
- Groups (Desktop only)
- Cost Codes (Desktop only)
- Daycosts (Desktop only)
- Invoices (Desktop only)
- Units (Desktop only)
* This is especially useful when a project is migrating from a spreadsheet-based QA system to CivilPro.
Note: To learn how to import CSV files to these registers, search by entering the register name in our Help Centre e.g. Work Types, ITPs, Area Codes, etc.
Import from Repository
Any project can be marked as a Repository Project, see Mark a Project as Repository. When a project is marked as a Repository, Project Administrators can import data from the following registers (of the Repo project) into another project.
- Area Codes ( Web App only)
- Work Types
- Test Methods
- Test Properties
- Specifications (ITP)
- Approval Workflows
- Subcontractors (Desktop only)
- Groups (Desktop only)
- Cost Codes (Desktop only)
- Risk Templates (Desktop only)
- Contract Notice Templates (Desktop only)
- Units (Desktop only)
- Custom Registers ( Web App only)
Also, every new CivilPro customer is provided with a repository project called "REPO" in their database with pre-built data in the following registers available for importing:
- Work Types
- ITPs or Specifications
- Test Methods
Note: To learn how to import from Repository to these registers, search by entering the register name in our Help Centre e.g. Work Types, ITPs, Area Codes, etc.
Import as CPX files
A CPX file is a file that has been exported from a CivilPro system. There may be instances where you may wish to import certain data files that you had used in an earlier version of CivilPro i.e. CP v10.
The following registers allow the import of CPX files :
- Schedule Items
- ITPs
- Test Methods
- Test Properties
- Custom Registers
- Approval Workflows (Desktop only)
- Risk Templates (Desktop only)
- Purchase Orders (Desktop only)
- Contract Notice Templates (Desktop only)
For your convenience, use this matrix to find out the import options for each register below :
Legend : Web App (Cloud) - W , Desktop - D
| Registers | Repository | CSV | CPX files |
| Work Types | W,D | W,D | |
| Area Codes | W | W,D | |
| Control Lines | W,D | ||
| Test Methods | W,D | W,D | |
| Test Properties | W,D | W,D | |
| ITPs (Specifications) | W,D | W,D (ITP Details) | W,D |
| Schedule Items | W,D | W,D | |
| Lots | W,D | ||
| NCRs | W,D | ||
| Approval Workflows | W,D | D | |
| Custom Registers | W | W,D | |
| Controlled Documents | D | ||
| Subcontractors | D | D | |
| Groups | D | D | |
| Cost Codes | D | D | |
| Risk Templates | D | D | |
| Purchase Orders | D | ||
| Daycosts | D | ||
| Invoices | D | ||
| Contract Notice Templates | D | D | |
| Units | D | D |