Import Contracts

Import Contracts

You can import contracts in bulk from Microsoft Excel files.
  1. Go to Contracts and click Import from XLS.
  2. Locate the XLS file on your device.
  3. Click Submit.
  4. Map the Excel columns with the relevant fields.
  5. Click Import.

After the contracts are imported, the imported result will be displayed with details such as the number of contracts added and the contracts that failed to import.

An error file containing error details and a file containing the failed contracts will be added as links to the imported result. You can review these files to resolve errors and re-initiate import.


    • Related Articles

    • Filter Contracts

      You can filter and manage the contracts in the list view based on the contract status & type using the relevant filter combo boxes. You can filter contracts based on different status levels. You can also filter contracts based on contract types: All ...
    • Overview - Contracts

      AssetExplorer supports formulating, controlling, and managing legally-binding contracts with external parties . Contract management can be used in conjunction with service management and asset management. You can create contracts for your assets, ...
    • Search Contracts

      You can search for contracts from the list view page. Click on the far-right of the list view table header. Enter the search term in the relevant column's search text box. Note that you cannot search through date fields. Click Go. Use global search ...
    • Import License

      Software managed in the organization and its details can be imported through a CSv file. Role Required: SDAdmin To import licenses, Go to Admin > Software > Import License(s) From CSV. Click Choose File to browse and locate the CSV file. Click ...
    • Edit/Delete Contracts

      Edit Contract Go to the contract details page and click Edit. Make the necessary changes in the Edit Contract form. Click Save. Delete Contract In the contracts list view page, select the contracts you want to delete. Click Delete on the tool bar. ...