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Import and exportPublic guide

Import, export and issue safely

Move information between QuantifyQS, spreadsheets and governed documents without obscuring the source record.

Prepare the source

  • Keep one header row and remove hidden totals that duplicate calculated values.
  • Use explicit units and numeric rate columns.
  • Remove personal data and unrelated project material before upload.

Review before commit

Preview the mapping and rejected rows. Check totals against the source workbook before accepting the import into the commercial record.

Issue an output

  1. Choose the audienceSelect a format the recipient can use and that exposes only authorised information.
  2. PreviewInspect headings, page breaks, totals, company branding and any evidence references.
  3. Export onceGenerate the file from the current record and keep its issue reference with the project.