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BOQ Smart Importer

The Smart Importer is the Premium-tier Excel → BOQ ingestion engine. It turns the messy reality of client-provided BOQ files (multiple sheets, merged cells, mixed units, AR-only descriptions, formula cells) into clean, validated BOQ data with a single guided wizard.

Premium tier. Free tier users can manually create BOQ lines. Smart Importer unlocks bulk ingestion.

Overview​

The Importer is a four-step wizard:

  1. Upload — drop the .xlsx file.
  2. Map — review auto-detected columns and confirm or override mappings.
  3. Dry run — see what would be created without writing anything.
  4. Commit — write the BOQ into a new or existing revision.

Each step is reversible. A one-click Revert on the BOQ revision unwinds the entire import.

Screenshot: Smart Importer wizard step 2 — column mapping with auto-detected fields highlighted

Key concepts​

Auto-detection. The importer reads the first 50 rows of the workbook and uses heuristics + an LLM-assisted classifier to identify which columns are code, description, unit, quantity, rate. AR + EN columns are detected separately.

Mapping. The user confirms or overrides each auto-detected mapping. Mappings are saved per template — so re-importing a similar file later is one-click.

Dry run. The importer simulates the full write into a sandbox revision and produces a validation report — unit mismatches, duplicate codes, missing rates, currency conflicts, suspicious quantities.

Commit. Once the dry run is clean (or the user explicitly accepts warnings), the importer commits into a new or existing open revision.

Revert. Any imported revision can be reverted in a single click. The revert is itself an audit event.

Step-by-step: import a BOQ​

  1. Go to Project → BOQ → Smart Import.
  2. Step 1 — Upload: drag your .xlsx file. Multi-sheet workbooks prompt you to pick a sheet.
  3. Step 2 — Map columns: review auto-detected mappings. Override by clicking the column header dropdown. Save the mapping as a template if you'll use it again.
  4. Step 3 — Dry run: click Run dry run. The report shows:
    • Total lines that would be created.
    • Totals by section and grand total.
    • Warnings (unit mismatches, duplicate codes, zero rates).
    • Errors (must be fixed before commit).
  5. Step 4 — Commit: if the report is clean, click Commit. Pick the target revision (new or existing-open).

Step-by-step: revert an import​

  1. Go to Project → BOQ → revisions.
  2. Find the revision created by the import.
  3. Actions → Revert import. ORKSTRA asks for a confirmation note.
  4. The revision is removed and a REVERT event is logged.

Common tasks​

  • Save a mapping template: at the end of Step 2, click Save as template.
  • Bulk replace existing BOQ: import into an empty new revision, then switch the project's current revision.
  • AR-only BOQs: the importer detects Arabic columns automatically. You can also paste English descriptions later via inline edit.
  • Re-import after fixing the file: revert the previous import, then import the corrected file.

Troubleshooting​

  • "The auto-detect picked the wrong column." — Override manually in Step 2. The dropdown shows every column header.
  • "Dry run fails with 'duplicate code'." — Two or more rows have the same code. Either edit the file, or check Allow duplicates if intentional (rare).
  • "Quantity column is empty." — The mapper may have picked a formula cell that evaluates to blank. Override to point at the calculated column.
  • "Commit times out." — Files over 10,000 lines may exceed the synchronous timeout. Use Commit async — you'll get a notification when complete.
  • "AR descriptions show as ???" — File encoding is non-Unicode. Re-save the Excel as .xlsx with UTF-8 and re-upload.

Limits​

  • Max workbook size: 25 MB.
  • Max lines per import: 50,000.
  • Max columns: 64.

Permissions reference​

PermissionWho needs it
BOQ_IMPORTQSes
BOQ_IMPORT_TEMPLATE_MANAGESenior QSes
BOQ_IMPORT_REVERTSenior QSes

See also: BOQ, QTO.