You can export a Rate Sheet from ToolWatch to Excel, make updates in bulk, and import the file back into the system. This is helpful when editing large amounts of rate data or copying values from another source.
This article walks you through how to export, unlock, edit, and re-import a Rate Sheet — and what to avoid to prevent errors.
What You'll Learn
How to export a Rate Sheet to Excel
How to unlock the file to enable editing
How to safely re-import the file back into ToolWatch
What to avoid (renaming or moving the file)
How to Export a Rate Sheet to Excel
Go to Job Cost & Billing
Click Rate Sheets
From the dropdown, select either:
Tools & Equipment Rates, or
Materials & Consumables Rates
Click the Rate Sheet ID hyperlink
Click Publish to Excel
Locate the downloaded file (usually in your Downloads folder)
Right-click the file and select Properties
Under the General tab, check the box labeled Unblock
Click OK to apply the change
Open the file in Excel and begin editing
⚠️ Do not rename, move, or copy the file. ToolWatch must match the exact file that was exported.
How to Import a Rate Sheet from Excel
Go to Job Cost & Billing
Click Rate Sheets
From the dropdown, select the same Rate Sheet type you exported
Click the Rate Sheet ID hyperlink
Click Import from Excel
Select the edited Excel file from your Downloads folder
Click OK to confirm and apply the changes
✅ ToolWatch will validate and load the changes into the Rate Sheet. Make sure it’s the original file that was published from the system.
Tips and Notes
The file is a macro-enabled Excel file: .xlsm
Do not alter column headers or formulas
Only use the original downloaded file — do not copy and paste into a new workbook
Unlocking the file allows Excel to run its embedded macros, which are needed for the import to succeed