Import contracts

Import contracts in bulk when you migrate data or set up many agreements at once.

Use the contract import when you need to add many contracts at once.

This is faster than creating them one by one.

Make sure the referenced customers and contract terms already exist before you import.

1

Download the import template

Start from the general data import flow in OutSmart.

Download the contract import template.

2

Fill in the contract fields

Common fields include:

• con_cte_code
• con_reference
• con_description
• con_timestamp_start
• con_timestamp_end
• con_days
• CustomerDebtorNr
• WorkDescription
• TypeOfWork
• WorkDuration

3

Fill in the schedule fields

Common schedule fields include:

• rec_pattern_every_value
• rec_pattern_every_period
• rec_pattern_period_week_days
• rec_pattern_period_month_day

4

Upload the file

Run the import with the completed file.

5

Review the results

Check the import feedback.

Fix any failed rows and import them again.

Frequently asked questions

Do contract terms need to exist before import?

Yes.

The import file references existing contract term codes.

Can one file contain contracts for different customers?

Yes.

Each row can reference a different customer.

What happens when a row contains an error?

That row is not imported.

Review the reported error, correct the row, and import again.

Related topics

• Create contract terms
• Create a contract
• Contracts