When using the import process 'Contracts - Import Contract Managers', you need to upload a file containing links between contracts and users. To do this, use the template that you can download in step 2 of the import process.
The supplied contract / user links will be realized with the contracts. The user will be set as contract manager of the relevant contract.
All columns from the import template are explained below. If the import file does not meet these requirements, the import will fail.
Kolom | Toelichting | Eisen | Verplicht |
ContractId | This is the reference number of the contract. | An existing reference number of a contract in the Contracts module. You can find this number with the contract in the 'Ref.' Field. | Yes |
Username | The username of the user to be linked as contract manager. | A username of an existing active user in Admin > General Settings > Users > Active. | Yes |
ManagerType | The name of the contract manager type. | An existing contract manager type in Admin > Contracts settings > Tables > Contract Manager types. | No |