How to download your material details from Beacon

Overview

Need to move your Beacon material list into Roofer? No problem. By downloading your materials in the right format, you can quickly upload them into your Roofer catalog without any hassle. With this guide, we’ll walk you through the steps to get it done efficiently.

Prefer a video? Check out our tutorial here:

Downloading your Beacon material list

Step 1: Log into your Beacon account

Head over to Beacon’s login page and sign in with your credentials

Step 2: Navigate to the Orders tab

Once logged in, locate and click on the Orders tab from the main menu.

Step 3: Select your order

Find and select the specific order that contains the material list you need.

Step 4: Open the Summary page

After selecting the order, you’ll be taken to the Summary page. Scroll down to find the Download Item List option.

Step 5: Choose the correct file format

When prompted, select your preferred file format: Excel, CSV, or PDF.

• We highly recommend choosing CSV with price to ensure a smooth upload into Roofr.

Step 6: Download the file

Click on Download with price, and the file will be saved to your device.

Step 7: Upload to Roofr

Now that you have your material list, go to Roofr, navigate to your catalog, and upload the file. Check out our article here for more details on how to complete adding your CSV from Beacon into Roofr.

Tips for success

• Always download as a CSV with price to avoid manual data entry.
• Double-check that the correct order is selected before downloading.
• Ensure that your Roofer account is ready for upload to speed up the process.

FAQs

Can I download the file in another format?

Yes, but CSV with price is the best option for direct upload into Roofer.

What if I don’t see the download option?

Make sure you’re on the Summary page of the selected order and scroll down to locate Download Item List.

Does Roofer accept Excel or PDF formats?

Roofer works best with CSV files. Using other formats may require additional formatting.

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