Users with the Create Contracts role can create contracts using a CSV file upload.
Contracts must be uploaded separately per Contract Type. As each type may have different custom forms.
Create A Contract via Upload
To create a contract via CSV file, go the Contracts module > select More Actions > click Upload/Download.
The Upload Contracts screen will populate > select Upload > a pop-up box will appear > select Download Template to complete. For field requirements and details, click Download Specification or refer to the list below.
Once the CSV template is completed filled out, save as a CSV format > select Browse > attached completed CSV file > select OK.
Contract Field Requirements and Details
| Column | Name | Description | Mandatory |
| A | Contract Type | An existing Contract Type name. | Y |
| B | Contract Name | The name you are giving to this contract. | Y |
| C | Description | A brief description of this contract. | Y |
| D | Contract Number | The contract number associated with this contract. | Y |
| E | Owner | An existing User name as it appears in Unimarket. | Y |
| F | Start Date | The contract start date. | Y |
| G | End Date | The contract end date. | N |
| H | Expiry Warning Date | Optionally enter a date here to be notified when this contract is expiring soon. | N |
| I | Default Contract | If yes, when this contract becomes active it will become the default for the counterpart supplier. | N |
| J | Value | Contract Value. | N |
| K | Alert Value | Enter a value here to be notified when Funds Remaining falls below this value. | N |
| L | Organization Unit | The Organization Unit that owns the contract. This can be used later for searching and filtering contracts by organization unit. | N |
| M | Purchasing Organization Unit | Members of these organization units will be able to purchase against this contract. | N |
| N | Category | An existing Category code. | N |
| O | Supplier Vendor ID | An existing Supplier Vendor ID. | N |
| P | Counterpart Name | N | |
| Q | Currency | An existing currency code. | N |
| R | Contact Title | N | |
| S | Contact Name | N | |
| T | Contact Email | Must be a valid email address. | N |
| U | Contact Phone | Prefix number-extension with length limits 5-20-20. | N |
| V | Contact Address Line 1 | N | |
| W | Contact Address Line 2 | N | |
| X | Contact Address Line 3 | N | |
| Y | Contact City | N | |
| Z | Contact Region/State | N | |
| AA | Contact Postal Code | N | |
| AB | Contact Country | An existing Country code. | N |
| AC | Document Visibility | If left blank will use the default set for your Community. Sets if the documents. Can be Set as Members Only or Always Visible. | N |
| Note: For additional information on Contracts Administration, refer to help article Contracts Administration Module. |