When using the import process 'Contracts - Import Contract Custom Field Values', you need to upload a file containing values for custom fields that exist with your contracts in the Contracts module. To do this, use the template that you can download in step 2 of the import process.
The values will be added to contract custom fields in the Contracts module. You can see the values in the details of the relevant contracts.
All columns from the import template are explained below. If the import file does not meet these requirements, the import will fail.
Column | Explanation | Requirements | Mandatory |
CustomFieldName | THe name of the custom field. This name can be found in Admin > Contracts settings > Contracts settings > Contract custom fields. | The name of an existing contract custom field in Admin > Contracts settings > Contracts settings > Contract custom fields. | Yes |
ContractdId | The value from the field 'Ref.' or 'Contract number 1' from an existing contract in the Contracts module. | Maximum 50 alphabetic/numeric characters. | Yes |
CustomFieldValue | The value you want to import into the relevant custom field. | Alphabetic/numeric characters only. No maximum number of characters set. | No |
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