Exporting your Sage Estimating estimate

Learn how to export your detailed cost estimate from Sage Estimating so it is ready to import into Join

Export your detailed cost estimate from Sage into Join in just a few clicks! 

  1. In Sage, select File > Manage Estimates
  2. 2: The Manage Estimates window will open. Click the Export Estimate button
  3. The Create Export File window will open. Click the Browse button
  4. In the File Explorer window, choose a location, enter a filename, and click the Save button
  5. In the Create Export File window, click the OK button
  6. Click the OK button when your export is complete

A few helpful hints

  • Once you’ve downloaded your estimate, use the original .zip folder (don’t unzip or extract any files)
  • If you downloaded the file to a local folder on your computer, then you’re ready to import your estimate in Join
  • If you downloaded the file to your virtual machine, then move a copy to your local computer. Reach out to your IT department or Join if you need any help with this!

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