Importing Rates from a Spreadsheet
This article walks through importing rates into Stimaro from a spreadsheet — uploading the file, mapping your columns to Stimaro's fields, and deciding what happens when a code already exists.
Opening the import wizard
On the Rates toolbar, click Import to open "Import Rates from Spreadsheet." It's a three-step wizard: 1 Select File → 2 Map Columns → 3 Done.
Import button's tooltip says "Paste or upload," but the wizard itself only accepts a file upload. Pasting is a separate feature — see "Pasting instead of importing" below.From Template or "Copy items from another job" in the Items view instead.Step 1 — Select File
Click Choose File and pick a CSV or Excel file. The wizard reads its columns so you can map them in the next step.
Step 2 — Map Columns
Two things happen on this step: you tell Stimaro what kind of rates these are, and you connect your spreadsheet's columns to Stimaro's fields.
Pick the rate type
Use the Import as buttons to choose the rate type: Labor, Equipment, Rental, Material, Subcontract, or Other. Everything in the file imports as that one type, so import each type separately.
Map the fields
Each target field has a dropdown where you pick the spreadsheet column that feeds it. Stimaro auto-maps by header name where it can, so columns named to match are often already set. A * marks the required fields — Code and Description. Any column you don't want to bring in can be set to "— skip —."
A preview of the first 3 rows shows below the mapping, so you can confirm the columns line up before you commit.
Handle codes that already exist
Choose what happens when an incoming code matches one already in your rates:
| Option | What it does |
|---|---|
Skip | Keep the existing rate and ignore the incoming one. |
Overwrite | Replace the existing rate with the incoming one. |
Rename | Import the incoming rate under a new code, keeping both. |
Code or a Description are skipped — those two fields are required for a row to import.Step 3 — Done
The final step reports what happened with Imported, Updated, and Skipped tiles, plus an "N rows need a look" list flagging anything worth reviewing. Click Done to close the wizard.
Pasting instead of importing
If your rates are already open in a spreadsheet, you don't have to save a file at all — you can paste cells straight into the rate grid. Copy the range in your spreadsheet, click a starting cell in the grid, and paste. Two shortcuts help fill repetitive values: Ctrl+D fills down from the cell above, and Ctrl+R fills right from the cell to the left.