How to Import a Measurement from Measure Square
Step-by-step guide to importing a measurement from Measure Square
In this article, you'll learn how to import from Measure Square. This feature allows you to easily transfer data between platforms.
Step 1: Navigate to the Customers section and select the desired customer. For this demonstration, we'll use Liz Test.
Step 2: Double click on the selected customer to open their profile.
Step 3: You'll initially land on the Customers tab. Switch to the Details tab.
Step 4: Click on Measurements within the Details tab.
Step 5: You'll see an option to Import from Measure Square. Click on it.
Step 6: Here, you have two options. You can either directly import the project or preview it first.
Step 7: To import the project, click on Import Project.
Step 8: A prompt will appear asking if you want to create a new quote. Select No.
After completing these steps, the imported project will appear in the Measurements section under the customer's profile. We hope this guide makes your data import process smoother. Enjoy your day!