The following article explains best practices for exporting data from Co-Construct to be shared with your BuildTools Implementation team and for import into your BuildTools account.
Contacts
Within Contacts click the export button to generate an Excel export
Cost Codes
Co-Construct does not have an easy way to export your item list, instead copy all codes as shown below and paste them into a new Excel sheet that can be shared with your BuildTools implementation team.
Cost Catalog
Similar to your codes, the cost catalog cannot be easily exported. Copy your data as shown below and paste it into a new Excel sheet.
Proposals
Open your proposal and print it to PDF as shown here. You'll be able to use that to help create your proposal in BuildTools.
Budget
Budgets can be exported to Excel
Schedule
Schedules would need to be printed to PDF or copied and pasted into a new Excel sheet for proper import into BuildTools.
General project data and documents
Any other project data can be downloaded as a compressed file and uploaded into BuildTools
