1. Click + or Import New Estimate from the menu.
   
2. Click Browse on the Import Estimate window.
   

3. Locate the folder that holds the exported estimates from your Estimate Management System (C:\REPAIR PLANNER) then click Upload.

   • Notes:
     • It is recommended to create a new REPAIR PLANNER export folder for more efficient file management. However, a different/existing export folder location can be used.
     • See Getting Started for more information about creating a new REPAIR PLANNER export folder and exporting from your EMS.

    

4. Filter the estimate list by selecting a date range, or by using the Search Estimates box to search for Vehicle, VIN, Claim#, RO#, etc. (Optional)
   • NOTE - If you are experiencing slow load times, it is likely because your folder contains a large number of estimates. You can pre-filter your import list to show a smaller number of recently created estimates by default. See Settings >> Import Preferences.
     

5. Choose which estimates to import and then click Import:

   • Click checkboxes next to individual estimates
   • Select all estimates by checking the topmost checkbox
     • Note: A maximum of 10 invoices can be imported at a time.

   

6. If any duplicates are detected, you can complete one of the following actions:

   • Do Not Upload - Selecting this option will not import any of the detected duplicates
   • Replace - Uncheck any estimates that you do not want to import. All selected invoices will replace the previously imported copy.

   

7. Choose to Continue to Repair Planner or Import More Estimates.
   

Note: Some imported estimates may not contain all the required vehicle information and will require you to confirm the vehicle selection.