How does the import feature work?
Our import feature allows you to bulk add or update your contract prices by uploading a Microsoft Excel spreadsheet that contains a single sheet of contract price data structured into specific columns.
There are two diffrent imports that can be used for contract prices, one is for contract prices that could belong to any organisation and the other is for contract prices that belong to a specific organisation.
How do I import new contract prices?
For any organisation, use the following process:
Go to Contacts > Organisations > Contract pricing.
Click Import.
Check the Adding new contract prices option under Which type of import you are doing?
A help box will appear telling you how to structure your spreadsheet columns correctly, see How do I structure my spreadsheet columns?
Once you've structured your spreadsheet columns, add the contract price data, see What contract price data do I provide when adding new contract prices?
Once you've added your contract price data, click Choose File under Select the file on your computer to open a File Explorer window.
Select the spreadsheet you wish to import from your computer.
Click Import.
Once the import has finished, you will be redirected back to Contacts > Organisations > Contract pricing where a success message will be displayed.
For a specific organisation, use the following process:
Go to Contacts > Organisations > Organisation > Contract prices.
Click Import.
Check the Adding new contract prices option under Which type of import you are doing?
A help box will appear telling you how to structure your spreadsheet columns correctly, see How do I structure my spreadsheet columns?
Once you've structured your spreadsheet columns, add the contract price data, see What contract price data do I provide when adding new contract prices?
Once you've added your contract price data, click Choose File under Select the file on your computer to open a File Explorer window.
Select the spreadsheet you wish to import from your computer.
Click Import.
Once the import has finished, you will be redirected back to Contacts > Organisations > Organisaiton > Contract prices where a success message will be displayed.
If there have been any issues with your contract price data for either type of import, an error message will be displayed with the row number and issue. Make the relevant changes to your contract price data then repeat the process above from step 6.
How do I import changes to existing contract prices?
For any organisation, use the following process:
Go to Contacts > Organisations > Contract pricing.
Export the contract prices you want to change and modify the spreadsheet with your changes.
Click Import.
Check the Updating existing contract prices option under Which type of import you are doing?
A help box will appear telling you how to structure your spreadsheet columns correctly, see How do I structure my spreadsheet columns?. If you've done an export first, then the spreadsheet should already be structured correctly. See What contract price data can I provide when updating existing contract prices? to ensure your updated data is correct.
Click Choose File under Select the file on your computer to open a File Explorer window.
Select the spreadsheet you wish to import from your computer.
Click Import.
Once the import has finished, you will be redirected back to Contacts > Organisations > Contract pricing where a success message will be displayed.
For a specific organisation, use the following process:
Go to Contacts > Organisations > Organisation > Contract prices.
Export the contract prices you want to change and modify the spreadsheet with your changes.
Click Import.
Check the Updating existing contract prices option under Which type of import you are doing?
A help box will appear telling you how to structure your spreadsheet columns correctly, see How do I structure my spreadsheet columns?. If you've done an export first, then the spreadsheet should already be structured correctly. See What contract price data can I provide when updating existing contract prices? to ensure your updated data is correct.
Click Choose File under Select the file on your computer to open a File Explorer window.
Select the spreadsheet you wish to import from your computer.
Click Import.
Once the import has finished, you will be redirected back to Contacts > Organisations > Organisaiton > Contract prices where a success message will be displayed.
If there have been any issues with your contract price data, an error message will be displayed with the row number and issue. Make the relevant changes to your contract price data and then repeat the process above from step 6.
How do I structure my spreadsheet columns?
The spreadsheet must be of the .xlsx file type and only contain one sheet, any additional sheets will be ignored.
The first row of the spreadsheet must list the column headings in separate columns, see What are the columns for adding contract prices? and What are the columns for updating contract prices? for the supported columns. All column headings should be in uppercase.
An easy option for structuring a spreadsheet is to first export your contract prices, this will download a spreadsheet that is the correct file type (.xlsx) and already has most of the columns that are used for adding or updating, which provides you with a useful template for your importing.
If your spreadsheet contains any columns that are not supported then those columns and their data will be ignored but if you wish to remove any columns, simply delete them from the spreadsheet.
You can also add additional columns to the spreadsheet by adding a new column and entering a supported column heading into the first row of the new column.
What are the columns for adding contract prices?
When adding contract prices, all of the supported columns are required. The supported columns are as follows:
ORGANISATION_ID*
CURRENCY_CODE
TYPE
PRODUCT_ID
SUB_PRODUCT_ID
COST_MARGIN_PERCENTAGE**
FIXED_PRICE***
*ORGANISATION_ID is only required when importing contract prices for any organisation.
What are the columns for updating contract prices?
When updating contract prices, all of the supported columns are required. The supported columns are as follows:
CONTRACT_PRICE_ID
TYPE
COST_MARGIN_PERCENTAGE
FIXED_PRICE
What contract price data can I provide when adding new contract prices?
When adding contract prices using the import feature, it is important that the contract price data you provide meets certain guidelines to avoid any issues. The guidelines are as follows:
Each row of your spreadsheet is read as a single contract price.
ORGANISATION_ID - must be provided and must reference an existing organisation (you can get these by doing a organisation export first and use that to build your data).*
CURRENCY_CODE - must be provided and reference an existing currency code (i.e. USD, NZD, etc).
TYPE - must be provided and must be either Cost + margin or Fixed price.
PRODUCT_ID or SUB_PRODUCT_ID - must be provided and must reference an existing product or sub product (you can get these by doing a product export first and use that to build your data).
COST_MARGIN_PERCENTAGE - must be provided if TYPE is Cost + margin and must be a positive number between 0 and 100.
FIXED_PRICE - must be provided if type is Fixed price and must be must be a positive number i.e. zero or greater.
A contract price cannot be added there is an existing contract price for a product or sub product in the same currency for the same organisation.
What contract price data can I provide when updating existing contract prices?
When updating contract prices using the import feature, it is important that the contract price data you provide meets certain guidelines to avoid any issues. The guidelines are as follows:
CONTRACT_PRICE_ID - must be provided and must reference an existing contract price (you can get these by doing a contract price export).
TYPE - must be provided and must be either Cost + margin or Fixed price.
COST_MARGIN_PERCENTAGE - must be provided if TYPE is Cost + margin and must be a positive number between 0 and 100.
FIXED_PRICE - must be provided if type is Fixed price and must be must be a positive number i.e. zero or greater.