Import a Rate Structure

  • The rate export produces an Excel file with the data. If you want to import rate data from another software tool into EVMax, you can use the EVMax export file as a model to build the data extract from the other tool.
  • You can use the rate export and import options to create the rate data. For example, you could enter a base set of rates, export that data, and use Excel functions to copy, add, and edit the rows. Once you have produced the set of rate data, you can import the data into EVMax.
  • The same export and import process can be used to create an alternate Rate Class. Export the rate data. In Excel, edit the Rate Class and Rate Class Description columns, modify the rates as needed, and then import the rate data for the new Rate Class.

Follow these steps to use the Ribbon Menu Import option. You can also import updated rates using a Rate Template. See Create a Rate Template and Import Rates Using a Template.

  1. Select Project Data > Rates in the Navigation Menu. The Manage Rates tab window displays.
  2. Click on the Structure [Select] dropdown in the Ribbon Menu and select the rate structure you want to import data into.
  3. Click Import in the Ribbon Menu.

  4. Navigate to the file you want to import, select the file and click Open. The import process compares the existing rate data to the data to be imported and displays the results in the Import tab window. Notice the Import Row check box and Import Status columns for each rate row. The Import Status column may be set to "No Change", "Insert", or "Update" for each row depending on the content of data to be imported.

    Tips:

    The data in the rate structure does not change until you click Import, so you have an opportunity to scan the columns and rows for any potential errors or unexpected content. You can change the Import Row check box setting to exclude rows you don't want to import. Or, cancel the process and make corrections to the file before you import the data.

    Notice the Back option in the Import tab window. Clicking Back displays a Mapping tab window. For each rate structure Required Column, map it to the applicable import File Column from the dropdown. Once you move to the Mapping tab, you must complete the mapping. Click Next to move back to the Import tab window.

  5. Click Import. A Messages window displays the results of the import process. Read the messages to verify the rates imported without any errors.
  6. Click OK.
  7. Optional. Close the Manage Rates tab.