This article explains how to import estimate data from a spreadsheet into the Budget module in Next Project. It covers how to prepare and format your Excel file to meet the required import specifications, and walks through two methods for importing the data: uploading an Excel file directly or pasting the data manually.
Importing Estimates into Budget
Follow the steps below to get your estimates ready and imported into the Budget module in Next Project.
Export your spreadsheet from your spreadsheet application to Excel.
Arrange the Excel sheet so that the columns are displayed as shown below. There is a template available at the bottom of this article.
Remove all sub-totals and sums from the sheet.
Each account can only be included once — if needed, summarise to one line per account.
The columns must be named exactly as shown in the import specification in Next.
Once your Excel sheet is ready, import it into the Next Budget module using either Option 1 or Option 2 below.
Option 1 - Upload an Excel file
Go to the Costs tab of the Budget module. Click on Create budget from and select Excel/Data. In the window that opens, drag and drop the file you want to upload, or click Select file to browse for it.
Budget Costs tab showing the 'Create budget from' dropdown with Excel/Data and Calculation options.
Import wizard Upload step; user should click 'Select file' to proceed.
Option 2 - Paste the data
Select all rows in your Excel sheet (not the headers) and press Ctrl+C to copy them.
News – latest updates from release notes
Summary of changes and improvements retrieved from Next Project's release notes.
2026
April 2026
- Nuvo import - we have updated the import interface so that only available file formats are displayed. The Nuvo update also brings new functionality in the step where rows are reviewed. You can now use enhanced table interactions – including sorting, filtering, hiding and freezing columns – via the new column menu (three dots in the column header)
March 2026
- There has been inconsistency in import and export where payment terms sometimes used code and sometimes description. This has now been adjusted so that code is always used
February 2026
- Added support for selecting "SortingNumber" as a mode when importing Wikells file in budget, which automatically applies it to budget rows and makes it possible to create new modes if they don't already exist
Earlier updates
2025
October 2025
- We are renaming the option "Contractor Company" to Construction VAT in the customer register and in the supplier register. Related imports and exports will use the new name
September 2025
- In the last release we released the ability to import invoice lines in customer invoices. A permission has now been added so that it is possible to limit who should have the ability to import invoice lines. The permission is found under Administration-Users/Permissions-Groups/Permissions-Module Permissions "Import invoice lines". At release, everyone who has Full permission in Invoice will also receive the permission to Import invoice lines
- Before summer we released the ability to display calculated quantities on order lines. Now this is adjusted slightly so that calculated quantity is displayed more clearly and not just in edit mode
- Nuvo import: Updated so that the import can handle strings containing line breaks, and improved account number matching to ensure that the correct account number is linked
August 2025
- New functionality in Invoice where you can now import data in Invoice Lines
June 2025
- Calculated quantity is now displayed in the new mobile in the same way as in mobile if you have it activated in your database
- Import from Wikells, fixed a bug where totals became incorrectly high when the calculations consisted of multiple levels of calculation rows
- Removed incorrect field, RowId, in wikells import in Budget
May 2025
- The import of deviation and purchase has been made more robust
April 2025
- It is now possible to include extra fields in the import in the project overview. Read more about extra fields here
- We have upgraded Nuvo version, the import tool, which has allowed us to regain the ability to cut/paste in the import
- Wikells has created a new export format that now includes more parts than before. Improvements make it possible to import both revenues and costs in the same file, handle percentage markups and other additions, and add a step for account selection during import. It also ensures that the file can identify whether an item is a cost or a revenue
January 2025
- It is now possible to import checklist templates in Administration-Communication-Checklist
2024
December 2024
- Added the ability to include "group" when importing roles in Hourly rates
November 2024
- Multiple improvements have been made to the import function in general, which fields should be required, error messages and enabled import for more fields among other things
June 2024
- You can now use multiple different salary accounts in Wikells calculations, the standard account is only used when imported rows lack a valid salary account
May 2024
- A warning is now displayed if you try to leave the import flow in Nuvo before the import is complete
- Any error messages during upload via Nuvo import are displayed in the dialog instead of just closing the dialog
March 2024
- An option has been added when importing Wikells calculation in Purchase, "Include labor cost". If the option is not selected, the import will be as before, but if the option is selected, the labor cost will be included
February 2024
- Summation of more columns on order lines in ÄTA has been added, e.g. in the columns Quantity and Calculated qty
January 2024
- It is now possible to specify cost center when importing projects in Project Overview