Preparing Quantities for Export

Before finalising the Import file for AroFlo, ensure that any updates to Pricing and Unit Rates for Inventory Items or Inventory Lists/Assemblies in AroFlo have been manually resynced to Groundplan.

⚠️Warning: This only needs to be actioned if there have been updates within AroFlo since the project creation.

Click My Account then click Setup
Click Integrations
Click Manage on the AroFlo tile
Click the Refresh icons

Resync the Stages in a Project

Each Stage in the Project will need to have the data re-synced to reflect price and unit rate changes.

From within a Project, click the AroFlo Tab
Click Stage Actions
Click Refresh All
Repeat for all Stages
Export as normal as shown in the below steps

Understand the AroFlo Tab

Please read the "How it Works" section.

Refer to the image above for explanations

Shown above	Name	Description
	Groundplan Part	- No refresh wheel on the right - Multiple Groundplan Parts will create a List Item
	AroFlo Inventory	- Refresh wheel present - Displayed as a single line item - If Detailed Pricing is Enabled, UR will show in AroFlo not Groundplan
	AroFlo Inventory List	- Refresh wheel present - Folder shows as open - No total price
	Groundplan Labour	- No refresh wheel on the right - No pricing or ability to edit (Pricing is added within AroFlo) - Unit Rate is present

Adjusting the Value, Sell or Unit Rate

Where required, the Value (Cost), Sell, and Unit Rate can be adjusted from Groundplan. Type in the boxes to update.

Please note: If you are using Inventory items with detailed pricing this will set the Unit rate to 0.

Click here for steps before importing into AroFlo.

Locate the detailed price and Unit rate set to 0 after adjusting pricing.

Click Download CSV File and open the file
Delete the 0 from the Unit Rate column
Save the file and import into AroFlo as normal

Exporting Project Quantities

Ensure your Quantities are ready for Export
Click Download CSV File

Importing Quantities to an AroFlo Quote

A Quote must be created in AroFlo before uploading the Quantities from Groundplan.

Once you have Exported Project Quantities from Groundplan, move to AroFlo
Click Create and create a Quote
Select the correct Quote Type
- Simple Quote
- Detailed Quote - Stage names become Take-off Sheets
Click Save Quote
Click Bulk Import
Click Select a File and choose the CSV file that was exported from Groundplan
Click Use Template on the Groundplan row, this Template must be used for the correct import of data
Click Import
Click Yes To proceed with importing this file
Click Close

AroFlo's guide to importing can be found here.

If any issues are found when exporting or importing files, please contact us at Help > Send us a Message

Frequently Asked Questions

I use a MAC computer, and the Exports go into a numbers document. Can I still get my Quantities to AroFlo?

Yes, although you must change the Export file from Numbers into a CSV.

When the Export opens into Numbers, Export it again as a CSV by:

Click File
Click Export to
Select CSV

Why is there no Unit Rate showing for my Inventory Items?

Inventory items with "Detailed Pricing turned on" will not bring the Unit Rate across to Groundplan; use Inventory Lists (Assemblies).

When importing your Measurement totals into your AroFlo Quote, the Unit rate will be populated.

How can I tell if the Part is an AroFlo Item?

Head to the AroFlo Tab, AroFlo items have a refresh wheel along their row.

I have added Labour from Groundplan; why is the price missing from my Quote?

Only the time of the Labour is recorded in the Quote. Labour Pricing added in Groundplan remains in Groundplan only, not transferring to the AroFlo Quote. This is the same for Additional Labour.

This can be added once inside the Quote.

Why is the Labour in my Inventory list showing as a material item?

Labour added from Groundplan will show as a material item with zero cost and a Unit Rate.

If I edit my Inventory List in Groundplan, will the changes be remembered in AroFlo?

The edited Inventory List with the new, quantities, Items and Labour lines will export to the CSV and then successfully import into the AroFlo Quote.

The Inventory List in AroFlo will not be altered.

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How to prepare and export quantities to AroFlo