How to upload your Beacon material items into your Roofr catalog through a CSV upload

Introduction

Setting up your Roofr catalog with your Beacon material items is a crucial step in creating accurate proposals faster than ever before. By the end of this guide, you’ll be able to upload your Beacon materials into Roofr via CSV upload, saving time and ensuring accurate pricing and inventory management.

Prefer a video? Check out our video tutorial here:

Uploading your Beacon material items to Roofer

Step 1: Ensure your Beacon integration is set up

Before you start, make sure your Beacon integration is properly configured in your Roofr account. If you haven’t done this yet, check out our Beacon integration guide to get started.

Step 2: Download your current Roofr catalog

1. Navigate to the Catalog tab on the left-hand menu.

2. Click on Manage Catalog.

3. Select Download CSV to export your current catalog. This file will contain all existing line items in your Roofr catalog.

4. Open the CSV file using Excel, Google Sheets, or Numbers.

Step 3: Download your material list from Beacon

1. Log into your Beacon account.

2. Click on Orders to access your approved and pending orders.

3. Select the order that contains the materials you need.

4. Scroll down and click Download Item List.

5. Choose CSV with price as the download format.

6. Open the downloaded file in Excel, Google Sheets, or Numbers.

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Step 4: Match Beacon items with Roofr catalog

1. Locate the item name or SKU in the Beacon CSV file. This is the key identifier for linking your Beacon materials to Roofr.

2. Open the Roofr CSV you downloaded in Step 2.

3. In the Beacon column of the Roofer CSV, enter the matching SKU from the Beacon CSV.

4. Fill out all item details as needed.

5. Once completed, click File > Download > CSV to save your updated catalog.

Step 5: Upload your updated catalog to Roofer

1. Go back to Roofr and navigate to Manage Catalog.

2. Click Upload Catalog.

3. Select Update Existing Catalog Items.

4. Click Upload, choose your updated CSV file, and click Open.

5. Click Import to finalize the process.

Tips for success

• Ensure that the SKUs in the Beacon CSV match exactly with the corresponding line items in Roofer.
• Double-check that you’re downloading the CSV with price from Beacon for accurate pricing.
• If you have a large catalog, consider using filters and sorting in your spreadsheet tool to speed up the matching process.

FAQs

Q: What happens if I upload a CSV with incorrect SKUs?
A: If the SKUs don’t match, Roofer won’t be able to link the items correctly. Double-check the SKUs before uploading.

Q: Can I manually add Beacon materials instead of using CSV?
A: Yes! You can manually connect individual line items via the Catalog tab.

Q: Do I need to do this every time I place a new order with Beacon?
A: Only if you want to update your catalog with new items. Otherwise, existing items remain linked.

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