1. Click + or Import New Estimate from the menu.
   
2. Click Browse on the Import Estimate window.
   

3. Locate the folder that holds the exported estimates from your Estimate Management System then click Upload.

   • See the EMS Export section of Repair Planner Setup for more information about exporting from your EMS.

    

4. Choose which estimates to import and then click Import:

   • Click checkboxes next to individual estimates
     • Tip: Use the Search Estimates box to quickly locate specific estimates
   • Select all estimates by checking the topmost checkbox

   

5. If any duplicates are detected, you can complete one of the following actions:

   • Do Not Upload - Selecting this option will not import any of the detected duplicates
   • Replace - Uncheck any estimates that you do not want to import. All selected invoices will replace the previously imported copy.

   

6. Choose to Continue to Repair Planner or Import More Estimates.
   

Note: Some imported estimates may not contain all the required vehicle information and will require you to confirm the vehicle selection.