Bid Export Formats and Excel Integration in MeasureSquare CRM

Bid Export Formats and Excel Integration in MeasureSquare CRM

This article explains the available Excel export formats and templates for Bid data in MeasureSquare CRM.

In MeasureSquare CRM, we offer multiple Excel export formats for your Bid data. These export templates are compatible with the following software platforms:

  1. C/F Data
  2. Sage 100 Contractor
  3. Plexxis
  4. Core

These integrations are built through custom Excel templates that map your bid data for seamless import into each system.

To successfully export your Bid data to these Excel formats, please follow these steps:

Step 1: Open a Project
Step 2: Go to Bids
Step 3: Open any Bid




Step 4: This will bring you to your Bid Worksheet. Click on the three-dots on the top right side
Step 5: You can select which specific Excel format to export your Bid worksheet data




Info
Sample Excel files from each software integration are available for download below.

For any further questions, please reach out to our Support team 
Monday - Friday from 7:30am-4:30pm PST: (626) 683-9188 ext. 3
All Hours: support@measuresquare.com