Import /Export Contract

  The file to be imported must be in a CSV format. 

 Click on the Select Files… button to open the navigate window allowing the user to navigate to the file to be imported. 

 Once the desired file has been located either double click on the file or click the Open button. 

 Now click on the Upload button. If the upload was successful a window will appear confirming that the upload was successful. Click Ok. 

 The Import button now becomes enabled allowing the user to click on the Import button to import the file. 

 An Import Report will open displaying any errors in the import or displaying the successful import status. 

 Please Note : 

 The column headings can be left in the import file providing that the heading are as per the sample below. 

 Import File Layout 

 All items in RED are required fields.   

 

 

 

 

 

 No 

 

 

 Heading 

 

 

 Value 

 

 

 

 

 1 

 

 

 Code 

 

 

 CONTRACT001 

 

 

 

 

 2 

 

 

 Description 

 

 

 Contract Description 001 

 

 

 

 

 3 

 

 

 Minimum Billing Rate 

 

 

 1000 

 

 

 

 

 4 

 

 

 Maximum Billing Rate 

 

 

 3000 

 

 

 

 

 5 

 

 

 Start Date 

 

 

 2015-09-11 

 

 

 

 

 6 

 

 

 End Date 

 

 

 2016-09-11 

 

 

 

 

 7 

 

 

 Archived 

 

 

 0 

 

 

 

 

 8 

 

 

 Notes 

 

 

 This is a note 

 

 

 

 

 9 

 

 

 Task Default 

 

 

 Task Code 

 

 

 

 

 10 

 

 

 Billing Rate Default 

 

 

 Billing Rate Code 

 

 

 

 

 11 

 

 

 Tasks List 

 

 

 Task Code|Task Code|Task Code 

 

 

 

 

 12 

 

 

 Billing Rate List 

 

 

 Billing Rate Code| Billing Rate Code