Integrations · Data
One import workbook for any system
ControlBoard® loads your lists from one Excel workbook: people, equipment, crews, subcontractors, jobs,
customers, cost codes and staffing needs. It works with any system that can export a spreadsheet, and with the
whiteboard you are leaving. Every row is checked before anything is saved, rows with errors are listed for you
to fix, and the rest load. Every list exports back in the same shape, so the next update is a change to the
sheet and one more upload.
What flows where
Your system keeps the money. ControlBoard runs the work.
Whenever you upload; a blank cell leaves a value unchanged, so a partial update is safe.
Import workbook
Whatever system the lists came from stays the record for them.
Into ControlBoard
- People, equipment, crews and subcontractors
- Jobs, customers and cost codes
- Staffing needs
- Subsidiaries, lookups and qualifications
Back to Import workbook
- Any list, exported in the workbook's own shape for the next update
ControlBoard®
Schedules the labor and equipment, tells the field, collects the hours and keeps job cost and the forecast live.
Getting connected
Download the starter workbook, empty or with example rows.
Fill it in, or ask us to convert your spreadsheets for you.
Upload it, read the counts and fix any rows with errors.
Apply the import.
Common questions
How long does it take to load our data?
Most companies have their jobs, people and equipment loaded within a day. Converting your spreadsheets for you is a one-time $1,250 service, loaded and checked with you.
Will a second upload duplicate our records?
No. Rows match by their code and list values by name, so a second upload updates what is there.
What does the workbook not hold?
Rate cards, time entries, actual costs, commitments and equipment rentals are added in ControlBoard itself, or through the API.