Import Contracts from XLS file

     

    The easy-to-use XLS import option in ServiceDesk Plus - MSP allows you to import the Contracts information from the existing database as well as from other applications.

     

    To import Contracts from a XLS file,

    1. Click Requests tab in the header pane. The Request List view page is displayed.

    2. Click Import from XLS button. The Contract Import Wizard is displayed.

     

    Steps to Import Contracts from XLS file

     

    Step #1: Locate XLS file

    1. Click Browse button to select the XLS file.  

    2. On locating the XLS file from the File Upload window, click Open. The name of the XLS file is displayed beside the browse button.

    3. Click Submit button.

      import-contract

      The above image shows Contract Import Wizard page.

    Step #2: Customize Mapping

    1. Select the date format to represent all the date fields.

    2. Map the Contract field with the field names from the XLS file. If there are any additional attributes configured, then the same appears in the customized mapping form.

    3. Click Import button. The details of the Contracts from XLS are imported.

    4. On completion, the data on the total Contracts, the number of Contracts imported and the number of Contracts failed to import are displayed.

     

    Warning 

     

    If there are any failure records while importing the Contracts, do not re-import the same .xls file. Instead, download the failedContractsList.xls available in the Imported Result page, correct the errors and then import to avoid duplicate Contracts.  

     

     


     

     

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