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Template: Import from CSV

Kaiser is looking to use their procurement log (excel file) to import the data for each submittal into the appropriate fields. As we discussed this development should support the future use of AI to find this data in the PDF file and apply it to the fields in Mercury.

This is the template they have created (driven by Trimble) that we would need to have our CSV hit. https://mercurybuild.com/app/dev_customer/project/ayw82zdrfwxvrok8qzaqt3xb/tools/rbgh81xith2nmfork1jocxo7/admin/templates/edit/fwrgefflghbzc9b9184wxv03

Status: Planned1 comment

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  • mike cummings

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    Nov 17, 2025