When you use the import process 'Contracts - Import Contract Products', you need to upload a file containing information about contract products you want to add. To do this, use the template that you can download in step 2 of the import process.
After the import, the imported products are added in Admin > Contracts settings > Contract products. From that moment on, the products are available in the Contracts module and in the Supplier Portal.
All columns from the import template are explained below. If the import file does not meet these requirements, the import will fail.
| Column | Explanation | Requirements | Mandatory |
|
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 |
|
ProductExternalId |
This is the external ID of the product. You can determine this yourself. |
Up to 50 alphabetic/numeric characters. |
Yes |
|
ProductName |
The name of the product. |
Up to 50 alphabetic/numeric characters. |
Yes |
|
ProductUnit |
The unit in which this product is available. For example hours or pieces. |
Up to 50 alphabetic/numeric characters. |
No |
|
ProductPrice |
The price of the product, per the entered Unit. |
Up to 50 alphabetic/numeric characters. |
No |
|
ProductCostType |
The cost type that you want to link to the product. |
A name of an existing cost element in Admin > Tables > Cost types. |
No |
|
CustomField1 |
This is the field Cp_extra1 (renameable in Admin > Contracts settings > Personalization) |
Up to 250 alphabetic/numeric characters. |
No |
|
CustomField2 |
This is the field Cp_extra2 (renameable in Admin > Contracts settings > Personalization) |
Up to 250 alphabetic/numeric characters. |
No |
|
CustomField3 |
This is the field Cp_extra3 (renameable in Admin > Contracts settings > Personalization) |
Up to 250 alphabetic/numeric characters. |
No |
|
ProductValidFrom |
The product is valid from this date. |
A valid date in the DD-MM-YYYY format. |
No |
|
ProductValidTo |
From this date the product is no longer valid. |
A valid date in the DD-MM-YYYY format. |
No |