Import LogiKal material lists into the Materials module for job costing and procurement.

1. Navigate to Materials module
2. Click the Gear icon
3. Select Integrations
4. Click LogiKal
5. Drag your file (XLS or XLSX) into the Glass/Panel Order, Order, Material Analysis, or Stock drop zone - whichever matches the LogiKal export you're importing
6. Click Submit to import the materials
7. Review the created line items

LogiKal files can also be imported directly into a Quote or Job's line items. Quotes and Jobs have three drop zones - Glass/Panel Order, Order, and Stock - there is no Material Analysis zone outside the Materials module.

1. Navigate to Quotes or Jobs and select a record
2. Switch to Items mode
3. Click the Gear icon
4. Select Integrations
5. Click LogiKal
6. Drag your file (XLS or XLSX) into the Glass/Panel Order, Order, or Stock drop zone - whichever matches the LogiKal export you're importing

Export the matching LogiKal report for the drop zone you're using. Which drop zones are available depends on the module:

The LogiKal integration is accessed through the Materials module, or from Items mode in Quotes and Jobs.

Integrations access is managed through user permissions in Company Preferences.

Contact your TRUE administrator to enable Integrations access for users who need to use the LogiKal integration. Access is typically granted at the user role level.

Both integrations import material data from estimating software, but they work with different applications:

• LogiKal (YCalc): Window and door design software commonly used for larger commercial projects with aluminum and glass fabrication
• GDS Estimating: Glass estimating software with different export formats

Many estimators use LogiKal/YCalc instead of GDS for larger jobs. Both integrations create material line items in TRUE, but accept different file formats.

The LogiKal integration accepts Excel files in XLS or XLSX format.

• Supported: XLS and XLSX files
• Not Supported: CSV files, PDF exports

When exporting from LogiKal, ensure you select the Excel (XLS or XLSX) export option.

Error 730 typically means the file is locked or has an XML structure issue - this can happen even when the file is already in .xlsx format.

Fix:

1. Open the file in your local Excel program
2. Simply re-save the file (this resolves the underlying XML structure issue)
3. Upload the re-saved file into TRUE
4. Contact TRUE Support if the error persists after re-saving

LogiKal software updates occasionally change the column layout or headers in exported files. This can cause import failures.

What to Do:

• Compare new exports with previously working files to identify differences
• Note any columns that have been moved, renamed, or reformatted
• Contact TRUE Support with examples of both the old (working) and new (failing) export files
• TRUE can update the integration to accept the new format

If your team uses LogiKal reports that aren't currently supported by the TRUE integration, you can request additional report support.

If you receive an error when importing Glass Panel orders, check the following:

1. Verify the file matches the Glass/Panel Order drop zone (not a different report type)
2. Check that all required columns are present in the Excel file
3. Ensure no cells contain invalid data (text in numeric fields, etc.)
4. Try opening the file in Excel and saving as a new .xlsx file
5. Contact TRUE Support with the error message and file attached

If the import appears to complete but no material records are created, this usually indicates a format mismatch.

Possible Causes:

• The export is from a different LogiKal report type than expected
• Column headers don't match the expected format
• Data rows are in unexpected positions (e.g., header rows at wrong line)
• The file contains no valid data rows