Profiles

Import and Export System Profiles

You can share system profiles (including the Mitchell profile) with other users without exiting Mitchell Estimating.

For profile tables, only names—not data—are imported/exported: Hazardous Waste, Long Expansion Group, MAPP Matrix, NADA Book, Paint Table, and PDR. These will reference existing tables on the system receiving the imported profile. If a table name does not exist on the receiving system, the tables will be blank.

Administrator rights are required.

Note: In a multiuser system, make sure all other users are logged off of Mitchell Estimating.

How to

  1. On the System Profiles dialog box,, click Import.

    Note: The default import directory is X:\Mitchell\aces\Profiles\import (or the last directory used for import or export). The file name defaults to the profile name.

  2. On the System Profile Import dialog box, browse to the import directory if needed.
  3. Select the profiles you want to import, and click Open to begin importing the profiles.
  4. If a profile name in the Import directory exists in Mitchell Estimating, the Profile Import Conflict dialog box appears. Do one of the following:
  • To overwrite the existing profile with the profile being imported, click Replace.
  • To change the name of the profile being imported, click Rename, and enter a New Name.
  • To not import the profile, click Skip.
  1. When notified that the profiles imported successfully, click OK to view the log.
  2. If an import fails, you can Retry or Cancel. The specific reason for the failure is identified in the log.
  3. Click Close. The System Profiles dialog box appears and lists the newly imported profiles.

  1. On the System Profiles dialog box,, click Export.

    Note: The default export directory is X:\Mitchell\aces\Profiles\export (or the last directory used for import or export).

  2. On the System Profile Export dialog box, browse to the export directory if needed.
  3. To export the profiles, click Save. A prompt appears if a profile with the same name exists in the export directory.
  • Click No to return to the System Profile Export dialog box and enter a different file name.
  • Click Yes if you want to replace it.
  1. When notified that the profiles exported successfully, click OK to view the log.
  2. Click Close. The System Profiles dialog box appears.
  1. In an open estimate, click the Profile tab.
  2. On the Labor/Tax Rates tab, click Import.

  3. On the System Profile Import dialog box, browse to the import directory if needed.

    Note: The default import directory is X:\Mitchell\aces\Profiles\import (or the last directory used for import or export).

  4. Select the profiles you want to import, and click Open to begin importing the profiles.
  5. If a profile name exists in the Import directory, the Profile Import Conflict dialog box appears. Do one of the following:
  • To overwrite the existing profile with the imported profile, click Replace.
  • To rename the imported profile, click Rename, and enter a New Name.
  • To not import the profile, click Skip.
  1. When notified that the system profiles imported successfully, click OK. The Profile Import/Export Log appears.
  2. If an import fails, you can Retry or Cancel. The specific reason for the failure is identified in the log.
  3. Click Close. The System Profiles dialog box appears and lists the imported profiles.

 

See also:

More about profiles

Confirm or select a profile

Set a default profile for an insurance company