Import Estimate Profiles from UltraMate

Use the Estimating section of the Settings page in Mitchell Connect to import long expansions from UltraMate. Long expansions are known as my templates in Mitchell Cloud Estimating.

Import Estimate Profiles from UltraMate

  1. On the Navigation pane in Mitchell Connect, click Settings.
  2. On the Estimating card, click Estimate Profiles.
  3. Click Import.

  4. In the How to Export Estimate Profile from Ultramate window, click Import Estimate Profile.
  5. In the import window, select each estimate profile that you will import from UltraMate. Click Open.
  6. Click Done.