Using the Join Excel Template

This article will walk you through how to create a Join import spreadsheet template and upload it to your milestone.

Step 1: The first step to importing your spreadsheet estimate into Join is to generate a spreadsheet template. Go to the milestone page, select a milestone with no estimate, scroll to "Estimate",

Step 2: Click "Add Manual Estimate", click "Publish", click on the export button, and export estimate as a .xlsx.

Step 3: Open the exported .xlsx file. Add the Number and the Name column for each category you'd like to import. Adding information to the "Description" column is optional. Add your estimate cost to the cost column.

Step 4:

Navigate to the location where you've saved your import file. In Join, navigate to the milestone or budget and upload the file following the prompts.


Next Step: Now your estimate file is ready, let's import it into Join.