Import Your PEP-Cloud Templates to BuildFolio
Don’t lose years of pricing work. Export your PEP-Cloud estimate templates and import them into BuildFolio. Keep your labor rates, material costs, and item lists – just upgrade the software around them.
What Gets Imported
Quick Answer
Export your PEP-Cloud data as CSV/Excel, then use BuildFolio’s import wizard to map columns to our fields. Most contractors complete template import in 30-60 minutes. Your pricing, rates, and item lists transfer directly.
What Transfers from PEP-Cloud
| PEP-Cloud Data | BuildFolio Destination | Import Type |
|---|---|---|
| Estimate Templates | Estimate Templates | Auto-mapped |
| Labor Rates (hourly) | Price Book – Labor | Auto-mapped |
| Material Items | Item Library | Auto-mapped |
| Assemblies/Packages | Quick Templates | Auto-mapped |
| Customer List | Contacts | Auto-mapped |
| Markup Formulas | Pricing Rules | Manual setup |
| Custom Fields | Custom Fields | Manual setup |
Historical Estimates Don’t Transfer
Past estimates stay in PEP-Cloud – you can access them there for reference. BuildFolio imports your templates and pricing, not historical job records. Most contractors keep PEP-Cloud access for 6-12 months for lookups.
Step-by-Step Import Process
Export from PEP-Cloud
In PEP-Cloud, go to Settings → Data Export. Select “Templates” and “Price Book.” Export as CSV or Excel format.
- Export templates separately from materials
- Include all columns – you’ll map them in BuildFolio
- Note any custom formulas you use for markup
Create BuildFolio Account
Sign up for BuildFolio (free trial works for import). Navigate to Settings → Import Data.
- No credit card required for trial
- Import wizard available immediately
Upload Your Export Files
Drag and drop your PEP-Cloud CSV files into BuildFolio’s import wizard. The system auto-detects file structure.
- Supports CSV, XLSX, XLS formats
- File size up to 50MB
- Multiple files can be uploaded together
Map Columns
BuildFolio shows a preview of your data. Match PEP-Cloud columns to BuildFolio fields. Common mappings are auto-suggested.
- “Item Name” → “Name”
- “Unit Price” → “Price”
- “Labor Hours” → “Labor Time”
- Skip columns you don’t need
Review and Import
Preview the import, check for any warnings or duplicates. Click “Import” to bring everything into BuildFolio.
- Duplicates are flagged automatically
- You can skip or overwrite duplicates
- Import is reversible within 24 hours
Set Up Living Estimates
Now add BuildFolio’s exclusive features to your templates: checkbox pricing, material cards, and more. This is where you upgrade beyond PEP-Cloud.
- Convert line items to optional checkboxes
- Add material photo cards
- Enable checkbox pricing
Common Column Mappings
Reference guide for mapping PEP-Cloud exports to BuildFolio fields:
Materials/Items
- Item Name → Name
- Description → Description
- Unit Cost → Cost
- Unit Price → Price
- Unit Type → Unit
- Category → Category
Labor Rates
- Rate Name → Name
- Hourly Rate → Rate
- Labor Type → Category
- Burden Rate → (calculated)
Markup Formulas Require Manual Setup
PEP-Cloud’s markup formulas (cost + percentage, etc.) don’t transfer directly. After import, set up your margin rules in BuildFolio’s Pricing Rules section. This usually takes 10-15 minutes.
After Import: Upgrade Your Templates
Your PEP-Cloud data is now in BuildFolio. Here’s how to add features PEP-Cloud doesn’t have:
Add Checkbox Pricing
Convert optional line items to checkboxes. Customers select what they want, total updates live. Learn more
Add Material Cards
Attach photos to material options. Show customers exactly what each shingle or fixture looks like. Learn more
Enable Satellite Measurements
Link roof measurements from Google Solar API directly to your templates. Learn more
Ready to Import Your Templates?
Keep your pricing work, upgrade your estimate software.
Start Free TrialFrequently Asked Questions
How long does the import process take?
Most contractors complete template import in 30-60 minutes. Export from PEP-Cloud takes 5 minutes, upload and mapping takes 15-20 minutes, and review/cleanup takes another 15-30 minutes.
Do my past estimates transfer?
No, historical estimates stay in PEP-Cloud. BuildFolio imports your templates, pricing, and item libraries – the data you need to create new estimates. Keep PEP-Cloud access for historical lookups.
What if I have custom fields in PEP-Cloud?
Custom fields require manual setup in BuildFolio after import. Create matching custom fields in Settings, then update your templates to use them. This usually takes 10-15 minutes.
Can I import and try BuildFolio before canceling PEP-Cloud?
Yes, absolutely. Start your free BuildFolio trial, import your templates, and test with real estimates. Keep PEP-Cloud active until you’re confident in the switch.
What format should I export from PEP-Cloud?
CSV works best. Excel (XLSX) also works. Make sure to include all columns – you can skip unused ones during BuildFolio’s column mapping step.
Is there a limit to how much data I can import?
BuildFolio handles up to 50MB per import file. Most PEP-Cloud exports are well under this. If you have a very large dataset, you can import in batches.
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