How to import new media estimates?

Created by Vivek Amesar, Modified on Thu, 14 Dec, 2023 at 6:10 PM by Pankaj Amesar

1. How to import new media estimates by Brandintelle

This will help you in understanding steps to import estimates

Step 1: Open Media Estimates, Schedules, and Bills app
Step 2: Go to Estimates in the left menu and select Import option

Step 3: Download the medium wise template

Step 4: Enter the data in the estimate sheet
Step 5: Enter the details in the estimate import form and then click on Save & Continue

Step 6: Choose the estimate sheet in which user has updated the details, click on “Apply” and then click on Save & Continue

Step 7: Correlate the excel values with the application masters and then click on Save & Continue

Step 8: Upload the supporting, select the document types against the attachments and then click on Save & Continue

Step 9: Review the details of the estimates and then click on Save file

Step 10: Check the status of the import process and at the end, the user will get a successfully imported message. Click on OK and view the estimate in the View Estimate section