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How to export a takeoff to Excel

Quick answer

Do the takeoff, then export a CSV — it opens directly in Excel with your quantities (lengths, areas, counts and perimeters) grouped by condition. Paste it into your estimate and apply your rates. It's free to export from Solid Takeoff.

Your estimate probably lives in Excel, so the last step of any takeoff is getting the numbers in there cleanly. A CSV export is the simplest, most reliable bridge.

Here's how to move measured quantities from the plan into your spreadsheet without retyping.

Step by step

  1. 1

    Finish your takeoff

    Measure your lengths, areas and counts and make sure each is in the right condition (e.g. "Skirting", "Floor area", "Sockets") with any waste % applied.

  2. 2

    Choose Export → Quantities CSV

    From the Export menu, pick the CSV option. Solid Takeoff writes a row per condition with the totals (and perimeters where relevant).

  3. 3

    Open the CSV in Excel

    Double-click the downloaded file, or in Excel use File → Open. Each condition, its quantity, unit and waste comes through as columns you can work with.

  4. 4

    Paste into your estimate

    Copy the quantities into your pricing sheet, next to your rates. Because it's structured data, you can VLOOKUP/XLOOKUP or map columns rather than typing figures.

  5. 5

    Keep the annotated PDF for the file

    Also export the annotated PDF so there's a visual record of exactly what each quantity came from — useful when a price is queried.

Tips & gotchas

  • •Name conditions the way your estimate expects, so the CSV columns line up with your rate table.
  • •Export the annotated PDF alongside the CSV for an auditable paper trail.
  • •Set commas/decimals to your locale in Excel's import if numbers look off.
  • •Re-export after changes — the CSV always reflects the current totals.

Frequently asked questions

Can I export a takeoff straight to Excel?

Export a CSV, which Excel opens directly. Solid Takeoff's CSV lists each condition with its quantity, unit and waste so you can paste it into your estimate.

Will formatting/formulas survive?

CSV carries values, not formulas — paste the quantities into your own priced spreadsheet where your rates and formulas already live.

Does it include perimeters?

Yes — area measurements include perimeter, handy for edge trim or skirting off the same outline.

Is CSV export free?

Yes — CSV export is on the free plan (a small watermark applies to PDF exports on free).

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