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How to Export a Budget to Bolster

M
Written by Marc Dellosa
Updated over 3 months ago

Watch time: 1 minute

BuilderBid allows you to export your estimate directly into Bolster, helping you streamline your budgeting workflow. Using this feature, you can quickly generate a template file that can be imported into your Bolster account, ensuring all your line items are properly transferred.

Watch this video to learn more(1 minute):


Steps

1. Export your estimate from BuilderBid

  • From the Estimate tab, click “Export.”

2. Select the Bolster export option

  • Click “Bolster.”

  • This will download a template file formatted specifically for Bolster.

3. Import the template into Bolster

  • Log in to your Bolster account and upload the template file into your budget.

  • All line items from BuilderBid will be included in the import, ready for use in Bolster.

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