- Academy
- CostCertified Knowledgebase (old platform)
- Item editing, importing and exporting
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Getting Started
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Bolster Basics
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Bolster Dashboard
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Bolster Proposals
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Bolster CRM
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Line Items & Assemblies in Bolster
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Bolster Presentations
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Company Preferences & Settings in Bolster
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CostCertified Fundamental Skills (old platform)
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CostCertified Knowledgebase (old platform)
- PDF / document template editing
- Item editing, importing and exporting
- Creating and updating sales tax / VAT
- Troubleshooting
- Assembly building strategies
- Proposal/quote presentations
- Project details and settings
- User, groups and permission management
- Client management
- Accessibility
- Leads and lead forms
- Vendor payments
- Accepting invoice payments through CostCertified
- Updates
- Webhooks
- Exporting for Sage Accounting Software
- Client Chat
- AutoCost
Exporting items for editing
You can export your items into excel/spreadsheet, make bulk or repetitive changes and then re-import to update.
1. Go to the Items import page
2. Click on the Download current items.. button, an excel spreadsheet should automatically download
3. Make changes in the spreadsheet, then click the Select an excel, .xls, .xlsx, .csv file to start.. button to upload your modified spreadsheet.
4. Map the items based on ID (key field) and they will update existing items
5. In order to add new items, clear the values in the SKU and ID fields, and you must also change the name of the item to something unique.