This article covers the import process for contract category combinations within the Source to Contract (S2C) application, specifically for Contract Management.
The import process requires a file containing contract and category information, using a template. The article describes the required columns in the template, such as ContractId and CategoryCode, which must meet specific requirements to ensure a successful import.
The article below pertains to Source to Contract (S2C) for the following applications and/or module(s):
Contract Management
ISPnext cannot perform this import on request.
This import must be executed by an end user with 'Client Administrator' rights.
When using the import process 'Contracts - Import Contract Category Combinations', you must upload a file containing information about contracts and categories. You will use the template that you can download in step 2 of the import process. After the import is completed, the specified contracts and categories will be linked in the Contracts module.
Below are all the columns from the import template explained. If the import file does not meet these requirements, the import will fail.
| Column | Explanation | Requirements | Mandatory |
|---|---|---|---|
| ContractId | This is the reference number of the contract. | A reference number of an existing contract in the Contracts module. You can find this number in the contract under the field 'Ref.' | ✅ |
| CategoryCode | The reference of the category. | A reference number of an existing category in Admin > Tables > Categories. | ✅ |