Library Import Products

Fill your Library fast. Upload files with many products, and the AI reads them for you.

Import with AI

1. Go to Library and click Import with AI.
2. Pick a tab:
   • Upload — drop cut sheet or package PDFs. Click Extract. Check the details, then click Save to library.
   • Quote or schedule — drop a quote, PO, or fixture schedule (PDF, Excel, or CSV). The AI lists every product line. Uncheck any you don't want. Click Add products.
   • Search catalog — describe a product. Pick the matches and click Import to library.

The products go into your company Library. No project is needed.

Import from Google Drive, Dropbox, or OneDrive

1. On the Library page, click Import from cloud.
2. Pick where your files are.
3. Select your cut sheet PDFs.
4. The AI reads each one and fills in the title, manufacturer, and part numbers.

If a file fails, the app tells you which one. The rest still import.

Use the Library agent

Click Library agent at the bottom right. Click Upload a price list and attach your file. The agent shows what it found. You confirm before it saves.

Add one product with AI

If your Library is empty, click Upload a cut sheet. Upload one PDF. The AI fills in the details. Change anything you want, then click Analyze & Add.

Good to know

• To use these products on a job, select them and click Add to project.
• You can edit any product later: title, price, tags, and part numbers.