When using the 'Contracts - Import Contract Financial Data' import process, you need to upload a file containing contract financial data. For this you use the template that you can download in step 2 of the import process. Instead of using this import, you can also manually add contract financial data in the 'Financial' tab in a contract.
All columns from the import template are explained below. If the import file does not meet these requirements, the import will fail.
The links will be implemented in the Contacts module. You can see the newly linked administrators in the 'Financial' tab in the contract details.
| Column | Explanation | Requirements | Mandatory |
| ContractId | The number in the 'Ref.' column in a contract. | Up to 50 alphabetic/numeric characters. | Yes |
| ContractAmount | The value in the 'Amount Ex.' field. | A numerical amount. | Yes |
| ContractAmountYear | The value in the 'Year' field. | A numerical year. | No |
| Description | The value in the 'Description' field. | Up to 1000 alphabetic/numeric characters. | No |
| ContractCurrency | The value in the 'Currency' field. This must be an existing value in the drop-down menu. Go to Contacts > Select contract > Financial > Add to see all options. | Up to 100 alphabetic/numeric characters. | Yes |
| ContractAmountType | The financial type (once/recurring) | Up to 100 alphabetic/numeric characters. | Yes |
| ContractVat | The description of a VAT option in Admin > Contracts settings > Tables > VAT. | Up to 100 alphabetic/numeric characters. | No |
| ContractAmountEx | The amount excluding VAT. | A numerical amount. | No |