Import contracts

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

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

This is useful during migration or large setup work.

What the import includes

A contract import can include:

• contract data
• work order template data
• recurring schedule data for preventive contracts

Before you import

Make sure the required reference data already exists.

Examples include contract terms, customers, and other linked records.

Validate the file carefully before import.

Frequently asked questions

Can one import file contain different contract types?

Yes.

Use the correct type values per row.

What happens when referenced data is missing?

Those rows can fail validation or import.

Do preventive contracts need schedule data?

Yes.

Include the fields required for the selected schedule pattern.

Related topics

• Create and manage contract terms
• Create a contract
• Contract Management