Now that your Companies and Contacts are imported into Buildr, we’re ready to import our Projects. There are four types of project imports in Buildr:
  • Pursuits - all projects that are in an open, pursuit stage
  • WIP - Backlog and Active - all won, upcoming and active projects
  • Historical - Won - all historical won projects
  • Historical - Closed - all historical closed projects
We recommend organizing your data into the four categories above before importing your projects. Additionally, all projects must have a name and stage, and they must be tied to an existing company in Buildr. If you have stages that are not listed in Buildr’s default list or that do not exactly match what is in Buildr, you will run into an import error. Add your stages in the Project Settings first, and proceed with your import. To check the status of your project imports, go to Account Settings > Imports tab. Please note that Account Settings is only accessible to Admin users.

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Importing Pursuits

Download the Pursuits CSV template here. The following fields will be required in your pursuits import:
  • Project Name
  • Company
  • Stage (Pursuit stages)
When you are ready to import your data, click Import CSV from the Project drop-down menu. Here, you will be prompted to enter an import Name (e.g., Jobs in Pursuit). Next, select Pursuits under Project. Lastly, upload your file and navigate through the import steps.

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Importing “WIP - Backlog and Active” Projects

Download the WIP CSV template here. The following fields will be required in your WIP import:
  • Project Name
  • Company
  • Stage (Won)
  • Initial Contract Value
  • Estimated Cost at Completion
When you are ready to import your data, click Import CSV. Here, you will be prompted to enter an import Name (e.g., WIP). Next, select WIP - Backlog and Active under Project Type. Lastly, upload your file and navigate through the import steps.

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Importing “Historical - Won” Projects

Download the Historical - Won CSV template here. The following fields will be required in your Historical - Won import:
  • Project Name
  • Company
  • Stage (Won)
  • Start / End Date
  • Contract Value
  • Estimated Cost at Completion
We recommend including your historical workforce assignments (Project Manager, Superintendent, etc.) in your import to record your employees’ previous work experience. When you are ready to import your data, click Import CSV. Here, you will be prompted to enter an import Name (e.g., Historical - Won Opps). Next, select Historical - Won under Project Type. Lastly, upload your file and navigate through the import steps.

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Importing “Historical - Closed” Projects

Download the Historical - Closed CSV template here . The following fields will be required in your Historical - Closed import:
  • Project Name
  • Company
  • Close Type (Cancelled, Did Not Pursue, or Lost)
  • Loss Reason (if Lost)
When you are ready to import your data, click Import CSV. Here, you will be prompted to enter an import Name (e.g., Historical - Closed Opps). Next, select Historical - Closed under Project Type. Lastly, upload your file and navigate through the import steps.

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Additional Key Details for Setting Up Your Project CSV

The Project CSV has some nuances that are very important to note for the fields below:
  1. The Company name must be an exact match to a company in Buildr/your company CSV file.
  2. The Assigned To column is someone who is a Buildr user and must have their email address.
  3. Probability is a number between 1 and 100. It represents the percentage.
  4. Market Sector values must already be listed as a Market Sector in your Project Settings.
  5. Like Stages and Project Category, the Lead Sources and Contract Types columns must correspond to options that are already in your Project Settings.