Importing Contracts by CSV

Bulk Upload or Update Contracts in Sonar

Sonar simplifies the process of uploading or updating your contracts in bulk. Utilize the contract import tool to seamlessly import contracts from either a CSV file.

Template

Send a csv file with at least the following columns in any order:

• contactName: string

• applicationName: string

• LicenseName: string

• yearlyCost: number > 0

• currency: ISO 4217 (EUR,BTN,...)

• autoRenewal: (true | false)

• startDate: dd/MM/yyyy

• endDate: dd/MM/yyyy

• resilisationDate: dd/MM/yyyy

• contractManagerEmail: string

• businessUnit: string

• supplierName: string

• paymentTerm:

  • WEEKLY

  • MONTHLY

  • YEARLY

  • BIWEEKLY

  • BIMONTHLY

  • TRIMONTHLY

  • SEMIYEARLY

• CancellationNoticePeriod: number > 0

• licenseCount: number > 0

Optional:

• userEmail: user email with a license as a string

You can add any other fields, but it might not be supported. Here is the csv template: with examples

1009B

Template Import Contract CSV - Contract Templates.csv