If you have contract details already established on a spreadsheet and want to import this data into Contract, Contract enables you to import that data into the program. Select the Import icon to begin the process of importing this data.
On the top right of the screen is the Import icon. When selected, it will open the download the Import data from template screen. You can import a template to complete or drag and drop your existing template for importing back into Contract.
The following data will have values will be populated automatically.
For Contract Line import template, the following data will have their values populated:
After the spreadsheet is completed, save and drag it onto the to import it into Contract. The contract description is limited to 100 characters. If the description exceeds 100 characters, an error is shown in the import pending area of the import history.
Contract validates the dates based on the person who imports the data. If the dates do not match the preferences of that person, Contract generates an error in the import history and removes the date.
Contract automatically generates an email with the import results. The email contains a link to view the Import History window where you can remove or fix the errors. To filter errors, click the Errors link at the bottom of the page. A filtered error page shows the remaining errors.
No records are imported if there are any errors in the file.
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