To use the Part Import Wizard

The Part Import Wizard (PIW) allows you great flexibility in creating, exchanging, and updating the part library in your database. This feature works by importing data from a properly formatted CSV file.

A note about CSV files:

In previous releases of Clear Estimates, an Excel file has been the format used by the Part Import Wizard and Part Export Wizard. Due to complications that arise from integrating with the Excel file format, newer releases of Clear Estimates integrate only with the simpler and more robust Comma Delimited or Comma Separated Value (CSV) file format.

This file format can be created with Microsoft Excel and other popular spreadsheet applications.