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Using Data Entry Templates

Ciara Samento avatar
Written by Ciara Samento
Updated over 10 months ago

Buildertrend's Data Entry service seamlessly integrates external data into your company's new account, providing a hassle-free solution to kickstart your journey. With the provided templates attached to this article, following the format is as easy as it gets.

See templates attached below.


Once you've completed the necessary information, email your templates—along with your name and company name—to support@buildertrend.com for a quick and efficient experience. We'll handle the rest to ensure a smooth setup!

We aim to upload the information within 1-7 business days, though timelines may vary. This complimentary service allows you to focus on mastering Buildertrend while we manage the details behind the scenes!

Important Disclaimer: Please be aware that as per our policy, Buildertrend employees are strictly prohibited from accessing third-party, cloud-based accounts to directly retrieve files. This restriction encompasses well-known platforms such as Google Drive, iCloud, Dropbox, and any other cloud-based services. Data must be directly provided to Buildertrend by the respective account holders.


Interested in Learning More? 📚

The Buildertrend Learning Academy is your one-stop-shop for your online education, whether you're new to Buildertrend or an experienced user looking to learn more.

If you have any questions or require additional support, feel free to chat with us, send an email: support@buildertrend.com, or give us a call at 1-888-415-7149. We’re always happy to help.


Downloadable Templates

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