SMART 2.0 — Excel imports & templates
Each import page validates your exact column headers (spelling and order). Extra columns are ignored or stripped. Download the official .xlsx templates from the links below (or use Template File on the import page in SMART 2.0).
Download templates
Section titled “Download templates”Excel templates are served from the SMART 2.0 site under /docs/:
| Environment | Base URL |
|---|---|
| Production | https://thesmartbuilder.net/docs/ |
| Test / QA | https://test.thesmartbuilder.net/docs/ |
Direct links (production — same filename on test):
On test, swap the host — e.g. Lot-Imports-Template.xlsx on test.
How imports work
Section titled “How imports work”- Open the import page in SMART 2.0 (see module guides).
- Select project / community / trade on the page when required.
- Select File → Verify (if shown) → Import / Process.
- Fix any highlighted rows and re-upload.
SMART also offers a Template File button on each import page (same files as the table above). The column layouts below match what the web app validates in code.
Project lot imports
Section titled “Project lot imports”Page: Project lot imports
Template download: Lot-Imports-Template.xlsx
Header row: Row 2 (1-based Excel). Row 1 is often a title or instruction row; row 2 must match exactly. Data starts on row 3.
| Building | Unit | St. Number | Address | City | State | Zip | Garage R/L | Lot Cost | Lot Premium | Municipality | County | LandLot | Lot | Phase | District | Block | Unit | Section | PlatBook | Page | Additional legal description (64 characters) | Notes |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 12 | 1234 | 1234 Oak St | Alpharetta | GA | 30004 | R | 85000 | 5000 | Alpharetta | Fulton | 45 | 12 | 2 | A | B | 12 | 1 | 2024 | 88 | Lot 12 Block B | Initial load |
Notes:
- The second Unit column is the legal/plat unit, not the building unit in column B.
- Garage R/L — garage orientation (e.g.
R/L). - Additional legal description — max 64 characters.
Trade bid imports
Section titled “Trade bid imports”Page: Trade bid imports
Template download: Trade-Bid-Sample.xlsx
Header row: Row 1. Data from row 2 onward.
| GroupsID | Group | ResourceID | Resource | PurchaseUnit | SKU | CurrentAmount | NewAmount |
|---|---|---|---|---|---|---|---|
| 42 | Rough Plumbing | 1205 | Copper supply line | EA | CP-1/2-10 | 12.50 | 13.25 |
| 42 | Rough Plumbing | 1206 | PVC waste | LF | PVC-3-10 | 4.00 | 4.15 |
Notes:
- GroupsID / ResourceID must exist in SMART.
- CurrentAmount may be refreshed from SMART when you verify; NewAmount is what you are proposing.
Lot schedule flight (in-flight schedule)
Section titled “Lot schedule flight (in-flight schedule)”Page: Lot schedule flight
Template download: Lot-Schedule-Imports-Template.xlsx
Header row: Row 1. Data from row 2.
| Project | Bldg | Unit |
|---|---|---|
| OAKH | 1 | 12 |
| OAKH | 1 | 14 |
Use your division’s project code (same codes as lot inquiry).
Schedule imports (standard plan activities)
Section titled “Schedule imports (standard plan activities)”Page: Schedule imports
Template download: Schedule-Imports-Template.xlsx
Header row: Row 1 (first sheet). Column labels are case-insensitive but must match:
| Activity id | Name | Start day | Dur | Adjust |
|---|---|---|---|---|
| 101 | Excavation | 1 | 2 | 0 |
| 102 | Footer | 3 | 3 | 0 |
| 103 | Frame | 6 | 10 | 0 |
Notes:
- Tied to a plan selected on the import page before upload.
- Start day / Dur / Adjust are schedule offsets used by product development.
Land development — original budget
Section titled “Land development — original budget”Page: Land development budget imports
Template download: Land-Development-Imports-Template.xlsx
Header row: Row 1. Data from row 2.
| SLProjectID | Code | Amount | DtUpdate | DtCreated |
|---|---|---|---|---|
| LD-OAK-01 | 01-1000 | 125000.00 | ||
| LD-OAK-01 | 02-2000 | 48000.00 |
Notes:
- Code — land-development budget code (must be valid in LD system).
- DtUpdate / DtCreated — optional dates; leave blank on new loads if your process allows.
- Re-importing a project overwrites the existing LD budget — include all codes.
Land bank lot update
Section titled “Land bank lot update”Page: Land bank lot update import
Template download: Land-Bank-Lot-Update-Imports-Template.xlsx
Header row: Row 1. Data from row 2.
| ProjectID | Community | Building | Unit | Lot Cost | Lot Value | SDH Purchase Date | Ext. Date | Ext. Owner |
|---|---|---|---|---|---|---|---|---|
| OAKH | Oak Hills | 1 | 12 | 85000 | 92000 | 2024-06-15 | ||
| OAKH | Oak Hills | 1 | 14 | 88000 | 95000 | 2024-07-01 | 2025-01-01 | Land Bank LLC |
On-screen workflow: Select file → review grid → PROCESS. Validation highlights rows in the grid:
- SDH Purchase Date and Ext. Date are mutually exclusive (only one per row).
- Ext. Owner requires Ext. Date and a blank SDH Purchase Date.
- Maximum 4000 rows per file.
Notes upload
Section titled “Notes upload”Page: Notes upload
Template download: Notes-Upload-Template.xlsx
Header row: Row 1. One column:
| agent1@smithdouglas.com |
| coordinator@smithdouglas.com |
Used to attach journal activity to SMART user accounts (batch notes).
Resource imports (master resources)
Section titled “Resource imports (master resources)”Page: Resource imports
Template download: Resource-Imports-Template.xlsx
Header row: Row 1.
| ResourceID | Resource | GroupID | ResourceType | EstimateUnitID | PurchaseUnitID | TaxOverride | Minimum | Maximum | Active |
|---|---|---|---|---|---|---|---|---|---|
| Copper line 1/2 | 42 | M | EA | EA | 0 | 0 | 9999 | Y |
Leave ResourceID blank for new resources; populate for updates.
Standard plan resource import
Section titled “Standard plan resource import”Page: Standard plan resource import
Template download: Standard-Plan-Resource-Import-Template.xlsx
Header row: Row 1.
| PlansID | OptionsID | ActivityID | ResourceGroupsID | ResourceID | ResourceUseID | Quantity |
|---|---|---|---|---|---|---|
| PLAN-1234 | 0 | 101 | 10 | 1205 | 1 | 1.0 |
| PLAN-1234 | OPT-GOURMET | 105 | 12 | 3401 | 2 | 2.5 |
Notes:
- OptionsID — use
0or blank when the resource applies to the base plan. - ResourceUseID — SMART resource-use key when required by your plan structure.
Standard plan include import
Section titled “Standard plan include import”Page: Standard plan include import
Template download: Standard-Plan-Include-Import-Template.xlsx
Header row: Row 1.
| PlansID | OptionsID | InclPlansID | InclOptionsID | Sequence | Quantity |
|---|---|---|---|---|---|
| PLAN-1234 | OPT-BONUS | PLAN-1234 | OPT-GOURMET | 1 | 1 |
Defines which plans/options are included when another option is selected.
Standard plan resource — delete / add or change
Section titled “Standard plan resource — delete / add or change”Page: Plan resource delete / add or change
Template download: Standard-Plan-Resource-Import-Del-Upd-Add-Template.xlsx
Two worksheets required:
| Tab name (exact) | Purpose |
|---|---|
| Delete | Rows to remove |
| Add or Change | Rows to add or update |
Header row on each tab: Row 1 (same columns on both tabs):
| PlansID | OptionsID | ActivityID | GroupsID | ResourceID | ResourceUseID | Quantity |
|---|---|---|---|---|---|---|
| PLAN-1234 | 0 | 101 | 10 | 1205 | 1 | 1.0 |
Notes:
- Tab names must be spelled exactly Delete and Add or Change.
- OptionsID and ResourceUseID may be blank where your division allows.
Community setup / sellable plan load
Section titled “Community setup / sellable plan load”Page: Community setup imports
Templates: New-Sellable-Plan-Load-Template.xlsx · Sellable-Plan-Loading-Template.xlsx (two tabs)
Select community on the page before upload.
Tab 1 — plan master
Section titled “Tab 1 — plan master”Header row: Row 1.
| PlansID | PlanCategoryID | ProductLineID | PlanName | Bed | Bath | SquareFootage | Description | Active | Elevation | FoundationTypeID | PlanTypeID | TownhomeLocID | SideEntry | FinishSecStory | FinishThirdStory |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PLAN-NEW-01 | 1 | 2 | The Madison | 4 | 2.5 | 2450 | Standard elevation A | Y | A | 1 | 1 | 0 | N | Y | N |
Tab 2 — plan includes / options
Section titled “Tab 2 — plan includes / options”Header row: Row 1.
| PlansID | OptionsID | InclPlansID | InclOptionsID | InclSeq | Quantity |
|---|---|---|---|---|---|
| PLAN-NEW-01 | OPT-BR3 | PLAN-NEW-01 | 0 | 1 | 1 |
Quick reference — which file?
Section titled “Quick reference — which file?”| If you are importing… | Use section above |
|---|---|
| Lots on a project | Project lot imports |
| Trade pricing | Trade bid imports |
| Lot schedule mass update | Lot schedule flight |
| Plan activity template | Schedule imports |
| LD original budget | Land development |
| Land bank lot financials | Land bank lot update |
| Batch note users | Notes upload |
| New master resource | Resource imports |
| Plan BOM resources | Standard plan resource |
| Plan option includes | Standard plan include |
| Plan BOM delta file | Delete / add or change |
| New community sellable plans | Community setup |
Best practices
Section titled “Best practices”- Do not rename or reorder template columns unless IT changes the import page.
- Test on test.thesmartbuilder.net (or your QA host) first.
- Keep a copy of each file you upload.
- Large files (500+ rows) may run slowly; LD/lot imports warn above 4000 rows.
When imports fail
Section titled “When imports fail”| Message | What to do |
|---|---|
| “Not of the correct format” | Compare every header to the table for that import |
| Row highlighted | Fix that row’s values (missing code, bad ID, duplicate) |
| Duplicate key | Row already exists — remove or change keys |