[MarthaHakes]

I would like to be able to import our support renewal contract information into a tab on the customer record. But there could be multiple entries for one customer and/or PO No. Has anyone ever imported something like this before? And how do I set the fields up for the importing? Below is sample data. They would like a field for each header and then populate like a list from excel.

HP SAID
Start Date
End Date
End User Name
PO No
HP SAR No

1043 2160 2733
07/01/2017
06/30/2018
3C INFOCORP
79434
PCASMPD503MXN4260X1S

1047 7249 2590
08/03/2017
08/02/2020
3C INFOCORP
80322
PCASMPD5036C3727N1GF

1043 3591 1245
08/01/2017
01/31/2018
ADTRAN INC
76705
ASMPD503MXQ43007X4

1043 9189 4980
10/01/2017
01/31/2018
ADTRAN INC
76705
ASMPD503SGH442Y3JM
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[Ettienne]

Yes, I imported 4500 contracts with about 60000 detail lines!

Basically there are 2 imports: Contracts and Contract Items. You can use one CSV file for both imports, I opted to use 2 CSV files. You need to first import Contracts then Contract Items.

The Contract fields I used are: ExternalID
Contract
End User
Bill To Customer
Contract Start Date
Contract End Date
Renewal Terms

The Contract Item fields I used are: Contract
End User
Bill To Customer
Contract Start Date
Contract End Date
ExternalLineID
Item
InternalID
Tran Line Description
Options
Quantity
Monthly
Discount
Disc Expires
Hardware Expires

Note: some of the fields above are custom or specific to our contracts.

[Ettienne]

Sample files, this may be easier to understand.

Attached Files

Contract .xlsx

(47.6 KB, 1 view)

Contract Item.xlsx

(9.9 KB, 1 view)

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