How to export a takeoff to Excel
Once you have measured and counted, the last step is getting your quantities into your estimate. Here is how to export a takeoff to Excel or CSV, organized by type, so nothing has to be retyped.
Export, step by step
- Finish your takeoff. Measure and count what you need, keeping each type on its own group so the quantities are organized before you export.
- Open the takeoff quantities. Open the takeoff panel, where your areas, lengths, and counts roll up live by type.
- Export to Excel or CSV. Choose export to Excel for an .xlsx workbook, or export to CSV for a plain spreadsheet that opens anywhere.
- Open and price. Open the file in Excel or Google Sheets and apply your material and labor pricing to turn the quantities into a bid.
Tips for a clean handoff
- Organize before you export. Set your types and groups as you take off, so the spreadsheet lands the way you bid.
- Name things clearly so a label in Excel tells you exactly what it is.
- Keep the drawing and the numbers linked by exporting from the same takeoff, so quantities stay traceable back to the plan.
Then price it
Excel export keeps your estimating workflow exactly as it is. When you want pricing and a professional basis of estimate built in, that is what the TRACEBUILD Pro Windows app adds, coming soon. First, get your quantities with free takeoff in your browser, free while TRACEBUILD Lite is in early access.
Common questions
What formats can I export?
TRACEBUILD exports to both CSV and Excel (.xlsx), so your quantities open directly in Excel, Google Sheets, or your estimating spreadsheet.
What is included in the export?
Your takeoff quantities, areas, lengths, and counts, organized by the types and groups you set up, so they drop into your estimate without retyping.
Is exporting free?
Yes. CSV and Excel export are included in TRACEBUILD Lite, which is free in the browser during early access.