Importing a Categorization

Learn how to import single-level and multi-level Categorizations

Join Categorization Import Template

The Join Categorization import template can be used to quickly import single-level and multi-level Categorizations into your project or company standards. This will allow you to have your complete list of Work Breakdown Structure (WBS) codes from your estimating platform in Join. Some of the benefits of importing your full list of codes in Join include the following:

1. Consistency across all projects (especially if utilizing company standard Categorizations)
2. Fewer errors when importing estimates (no need to add new codes to the list after each import)
3. A complete list of codes available in the Categorization drop-downs when categorizing Items (not limited to what was included in your estimate)

Accessing the Categorization Import Template

Download a blank copy of the Categorization import template using one of the following three methods:

1. Download a blank spreadsheet template from this article
2. Export a spreadsheet template directly from a Join project
   1. Click the Settings tab in the top navigation bar
   2. Click the Manage Categorizations button in the Categorizations section
   3. Click the + Create New button
   4. Click the Download Categorization import template hyperlink
3. Export a spreadsheet template directly from the Company Standards page (Company Admins only)
   1. Starting at the Projects List, click the Admin tab in the top navigation bar
   2. Click the Standards subtab
   3. Click the Categorizations section
   4. Click the + Create Categorization button
   5. Click the Download Categorization import template hyperlink

Entering Data into the Template

The Categorization import template has an Instructions tab that explains how to correctly enter your data into the spreadsheet. Read through the instructions and then enter your data on the Categorization tab. The same template can be used to create either single or multiple-level Categorizations by entering level numbers in the level column.

Importing a Categorization

To import a Categorization at the project level follow these steps:

1. Click the Settings tab in the top navigation bar
2. Click the Manage Categorizations button in the Categorizations section
3. Click the + Create New button
4. Click the Select a File button, or drag and drop a file to upload
5. Click the Create button

To import a Categorization at the company level follow these steps:

1. Navigate to the  Projects List, by clicking the Join icon in the top left
2. Click the Admin tab in the top navigation bar
3. Click the Standards subtab
4. Click the Categorizations section
5. Click the + Create Categorization button
6. Click the Select a File button, or drag and drop a file to upload
7. Click the Create button

Editing a Categorization

Categorizations can also be edited using the Join Categorization import template. To edit an existing Categorization, download the Categorization from the Edit Categorization screen, make the changes in the spreadsheet, and then re-upload the file to the same Categorization using the Replace Categories button.

If you need help with creating Categorizations with the import template contact support@join.build