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Customer Portal: Importing an Order From SmartBuild

This FAQ will go over how to import the building information from SmartBuild into an order in Customer Portal.

To start, click the outputs button on the job.

Then select “Paradigm CSV File” and select “Download”.

From there, the file can be imported into a quote or an order.

More information on that can be found here: Customer Portal: Importing An Order From An Excel File

SmartBuild Direct Import Add On

There is also the add on feature to be able to import from SmartBuild build directly, without having to copy over the file.

If this add on has been purchased, go to the quotes and click “SmartBuild Import”. After clicking this, the user may need to login if they have not previously.

Then click “Import to Quote” and the materials will be added to the quote.

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