Spreadsheets · Excel import and export

Excel BOQ import and bill export

Bring the work order BOQ in from Excel, and send any bill, abstract or measurement register back out as a workbook your client can open.

Settings/Integrations/Microsoft ExcelConnected

Tatha Vastu and Microsoft Excel

Excel import and export

BOQ: item number, description, unit, quantity and rateFrom Microsoft Excel
In
Past measurements and previous bill quantities, when you move mid-contractFrom Microsoft Excel
In
RA bill package: abstract, measurement sheets and recovery scheduleTo Microsoft Excel
Out
Measurement register and deviation statementTo Microsoft Excel
Out

Data that moves each way

Only these items move, only for the work orders you turn on.

From Microsoft Excel
BOQ: item number, description, unit, quantity and rate
In
From Microsoft Excel
Past measurements and previous bill quantities, when you move mid-contract
In
To Microsoft Excel
RA bill package: abstract, measurement sheets and recovery schedule
Out
To Microsoft Excel
Measurement register and deviation statement
Out

Settings/Microsoft Excel/Field mapping6 fields mapped

Field mapping · Tatha Vastu to Microsoft Excel

Set once, reused on every bill

Upload the BOQ workbook, as the client issued it, when you create the work order.
Point Tatha Vastu at the columns for item number, description, unit, quantity and rate. Sub-items keep their parent number.
Check the imported total against the work order value. On trial and on Starter, our team does this first import for you.
Export any bill or register to Excel from its page. Formulas stay live in the abstract.

Settings/Integrations/Microsoft ExcelStep 4 of 4

Set up Microsoft Excel

Excel import and export

1. Upload the BOQ workbook, as the client issued it, when you create the work order.
Done
2. Point Tatha Vastu at the columns for item number, description, unit, quantity and rate. Sub-items keep their parent number.
Done
3. Check the imported total against the work order value. On trial and on Starter, our team does this first import for you.
Done
4. Export any bill or register to Excel from its page. Formulas stay live in the abstract.
Now

What teams ask before turning on Microsoft Excel.

Yes. Merged description cells are joined, and sub-items keep their parent's number. Our team checks the first import with you.

Yes. Import the up-to-date quantities from your last bill, and RA 7 picks up the previous column from there.

Yes. Amount, up-to-date and this-bill columns are formulas, so a client who checks in Excel sees the working.

Any version that opens .xlsx files. Older .xls files import too; exports are always .xlsx.