Importing existing schedules can save you a vast amount of time and energy manually entering data. Rather than starting from scratch, Programa has built a way for you to translate your existing schedules into a format that our system can upload to your account.
How to Import a Schedule
Download Schedule Template to save the data format spreadsheet.
Format your existing schedule data into the relevant template spreadsheet fields (more detailed instructions can be found below and within the template file itself).
Once your template is complete, send the excel file to us via live chat, or email team@programa.com.au.
Schedule upload processing takes approximately 5 business days from receipt of your files. Once the upload process is complete, the new schedules will be added to your nominated project.
Importing your schedules will help you save time manually entering pre-existing product information into your Programa account.
Once your information has been translated into the template format, Programa will run loads your data into a new schedule within the platform.
Step-by-Step Process
Create a folder named STUDIO NAME_PROJECT NAME_SCHEDULE NAME and save all your schedule images and product attachments into this folder
Rename this file to STUDIO NAME_PROJECT NAME_SCHEDULE NAME.xls (e.g. VALORA KLEIN_AIRLIE HOUSE_FFE SCHEDULE.xls)
Open the Schedule Name & Project Info tab and fill in the relevant fields
A Programa schedule is broken down into different sections. These sections can be categorised by Product Category (e.g. Floor Finishes) or location (e.g. Kitchen). This template comes with default 10 default section tabs (you can add or remove as many section tabs as required). Please rename the tab to your schedule section name (e.g. Floor Finishes or Kitchen).
Open your existing schedule and have it readily accessible.
Open a template schedule section tab.
Copy information from your existing schedule and paste it into the corresponding template field (E.g. copy product name from your existing schedule and paste it into the product name field in the template. Repeat for all information fields.
Save the completed template ensuring it is a .xls file format
Create a zip folder containing the spreadsheet xls file, images and attachments.
Email the zip file to team@programa.com.au or send it via live chat through your Programa account
Once data has been approved, the information will be loaded into your Programa account. Depending on amount of data this may take a few days.
Data Guidelines
The accuracy of your imported schedule relies on you following the guidelines below. Programa is not accountable for data errors during import if incomplete or inaccurate information has been supplied.
The following guidelines outline the type of data accepted in each schedule information field.
Field Name | Information Type | Description | Example |
Feature Image | Text | Copy and paste the image file name into the field. You can do this by selecting the file in your folder, right clicking and selecting copy, then navigate to the template spreadsheet and paste into the field. | blackpendantlight.jpg |
Product Description | Text | How you would describe the product. This is different to the Product Name | Pendant Light |
Product Details | Text | This is a free text field that you can add whatever details you wish. Most users nominate the product location in this field | Dining Room or See Plans for Location Details |
Doc Code | Text | The documentation code that referenced in your plans | PL-01 |
Product Name | Text | This is the product name provided by the brand or supplier | Miira Pendant |
Brand | Text | This is the product brand name. Note it may be different to your supplier. | Nuura |
Colour | Text | This is the colour as your eye sees it, or as specified by the brand | White |
Finish | Text | Anything that is applied or treated to the product which changes the performance or appearance of the product | Brushed, matt, polished, gloss, honed, UV oiled, powder coated, sandblasted etc. |
Material | Text | The dominant or combination of materials the product is manufactured from | Glass, brass, marble etc. |
Width | Number | Single figure. Note all dimensions are listed in mm and ranges or multiple entries will not be accepted | 250 |
Length | Number | Single figure. Note all dimensions are listed in mm and ranges or multiple entries will not be accepted | 1000 |
Height | Number | Single figure. Note all dimensions are listed in mm and ranges or multiple entries will not be accepted | 500 |
Depth | Number | Single figure. Note all dimensions are listed in mm and ranges or multiple entries will not be accepted | 150 |
Qty | Number | The number or amount of product you are specifying. Note units of measurement (e.g. sqm) will not be accepted. | 5 |
Lead Time | Dropdown | Select the relevant lead time from the dropdown options provided | 10-12 Wks |
Product Code (SKU) | Text or Number | This is the code the supplier uses to identify their product. It is generally numbers or a combination of numbers and letters. | MPL1001 |
RRP | Number | Recommended retail price listed for the product. Note you do not need to enter a $ | 1250.45 |
Trade Price | Number | The discounted price provided by the suppliers to trade customers. Note you do not need to enter a $ | 950.55 |
Markup % | Number | The percentage markup you apply to a product with the intention of selling back to the client at a higher price. Note you do not need to enter a % | 20 |
Supplier Company | Text | The name of the company you will order the product from | Global Interior Lighting |
Supplier Contact | Text | The name of the sales representative you deal with | Jane Smith |
Supplier Email | Text | Email address for the supplier company or sales representative | |
Supplier Phone Number | Number | Contact number or the supplier company or sales representative | 0400 000 000 |
Supplier Address | Text | Physical or postal address for the supplier company | 123 Melbourne St, Cremorne, VIC 3141 |
Product Website Link | Text | Product website link. Can link to directly to the brand or supplier website | |
Status | Dropdown | Choose a status that applies to the progress or stage of your product | In review, Quoting, Selected, Approved, Ordered, In Transit, Delivered etc. |
Notes | Text | Additional product information |
|
Important Notes | Text | Important information that is highlighted in a call out box on the shared spec sheet. This could be essential installation requirements. | To be installed in conjunction with PL-04 |
Custom Spec Label 1* | Text | The title of your custom spec. This can be anything that does not have a default field. | Warranty, Installation, Compliance, Seat Height etc. |
Custom Spec Description 1* | Text | The is your custom spec content. | 2 years, Install as per manufacturer guidelines etc. |
Custom Spec Label 2* | Text | The title of your custom spec. This can be anything that does not have a default field. | Warranty, Installation, Compliance, Seat Height etc. |
Custom Spec Description 2* | Text | The is your custom spec content. | 3 years, Install as per manufacturer guidelines etc. |
Attachments 1 | Text | Copy and paste the file name into the field. You can do this by selecting the file in your folder, right clicking and selecting copy, then navigate to the template spreadsheet and paste into the field. You can add as many attachments as you wish by adding additional Attachment columns and adding a sequential number | Miira_Warranty.pdf |
Attachments 2 | Text | Copy and paste the file name into the field. | Miira_plan.dwg |
Attachments 3 | Text | Copy and paste the file name into the field. | Miira_3D.obj |
Additional Image 1 | Text | Copy and paste the image file name into the field. | blackpendantlight2.jpg |
Additional Image 2 | Text | Copy and paste the image file name into the field. | blackpendantlight2.jpg |
Additional Image 3 | Text | Copy and paste the image file name into the field. | brass_swatch.jpg |