When importing contracts via CSV, several data fields need to be correctly formatted to ensure successful import. This guide details each field's accepted formats and descriptions to assist in preparing your CSV file.
In this guide:
Field descriptions and accepted formats
|
Column Header |
Description |
Accepted Format / Data |
|
subscriptionID |
(Optional): Required only when updating an existing contract. To find the subscription ID, export your contract list. |
Numeric (e.g., 12345) |
|
contractName |
(Optional): Assign a custom name to your contract. |
Alphanumeric (e.g., ABC123) text field |
|
vendor |
(Required): Enter the name of the vendor or distributor. |
Alphanumeric (e.g., ABC123) text field |
|
product |
(Required): Enter the name of the contracted product. |
Alphanumeric (e.g., ABC123) text field |
|
category |
(Optional) Select a category. If left blank, the product's default category will be used. |
Alphanumeric (e.g., ABC123) text field (See below for the full list of options) |
|
subcategory |
(Optional) A subcategory is required if a category is selected. |
Alphanumeric (e.g., ABC123) text field (See below for the full list of options) |
|
contractAgreement |
(Optional): Choose the contract duration. |
Options: 1 year, 2 year, 3 year, 4 year, 5 year, Monthly, Quarterly, No Term |
|
billingType |
(Optional): Select the billing type used for goods and services. |
Options: Flat Rate, Flat Rate – Tiers, NFR (Not for Resale), Per, Tiered, Usage Based, Volume Based, Other |
|
billingTypeOption |
(Optional): Select the billing basis, such as "Per" or "Usage Based". |
For "Per": Customer, Device/Endpoint, Environment, Extension, Guest Network, Install, Line, Mailbox, Network, User
|
|
billingFrequency |
(Optional): Select the length of the billing cycle. |
Options: Weekly, Bi-Weekly, Monthly, Bi-Monthly, Quarterly, Bi-Quarterly, Yearly, One-Time Payment |
|
currency |
(Optional): Specify the currency for the contract. |
Option: United States Dollar |
|
cost |
(Optional): Enter the total cost or per-unit cost associated with the contract. |
Numeric (e.g., 1234.56) |
|
amountPurchased |
(Optional): Enter the number of units purchased if the billing type is "Per". |
Numeric (e.g., 123) |
|
startDate |
(Optional): Enter the contract start date. |
Date (Format: YYYY-MM-DD) |
|
expirationDate |
(Optional): Enter the contract expiration or renewal date. |
Date (Format: YYYY-MM-DD) |
|
billingDate |
(Optional): Enter the contract billing date. |
Date (Format: YYYY-MM-DD) |
|
noticePeriod |
(Optional): Enter the number of days before expiration/renewal to extend or modify the contract. |
Numeric (e.g., 30) |
|
autoRenew |
(Optional): Indicate if the contract automatically renews. |
Options: yes, no |
|
notes |
(Optional): Provide any other relevant contract details. |
Alphanumeric (e.g., ABC123) text field |
Available categories and subcategories
We regularly update the list of available categories and subcategories. Below are the current options. Please check back frequently for updates or new options.
|
Category |
Subcategories |
|
As a Service |
AIaaS (Artificial Intelligence as a Service), BaaS (Backend as a Service), BaaS - Backup (Backup as a Service), CISOaaS (Chief Information Security Officer-as-a-Service), CPaaS (Commerce Platform as a Service), DaaS (Desktop as a Service), DBaaS (Database as a Service), DIaaS (Device Identity as a Service), DPaaS (Data Protection as a Service), DRaaS (Disaster Recovery as a Service), FaaS (Function as a Service), HaaS (Hardware as a Service), IaaS (Infrastructure as a Service), iPaaS (Integration Platform as a Service), NOCaaS (Network Operation Center as a Service), PaaS (Platform as a Service), PtaaS (Pentest as a Service), UCaaS (Unified Communications as a Service), VaaS (Virtualization as a Service), WaaS (Workspace as a Service), XaaS (Anything as a Service) |
|
Authentication |
Access Control, Active Directory, Artificial Intelligence, Behavioral, Biometric & Hardware, Cloud Directory, IAM (Identity & Access Management), MFA (Multi-Factor Authentication), Password Management, Passwordless, Privileged Access Management, SSO (Single Sign-on), Zero Trust |
|
Backup & Recovery |
Archiving, BCDR (Backup & Disaster Recovery), Business Continuity, Cloud Backup, Data Management & Security, Data Warehouse, DLP (Data Loss Protection), Email, Exchange, G-Suite Backup, Health Records, Office 365 Backup, On-Premise, Ransomware Data Recovery, SaaS Backup, SharePoint, Simple File Backup, Virtual Environment, Website |
|
Communications |
Analytics, Transcription and Translation, Chat Software, Email & Office Software, ISP (Internet Service Provider), Team Collaboration, Video Conferencing, VoIP (Voice over IP) |
|
Compliance |
Archiving Management, Assessment, Auditing, Automation, Certifications & Testing, Data Privacy, Governance & Risk, Document Shredding, Email Compliance, GDPR (General Data Protection Regulation), HIPAA (Health Insurance Portability and Accountability Act), HITECH (Health Information Technology for Economic and Clinical Health), Log Management, NIST (National Institute of Standards and Technology), OSHA Compliance, PCI (Payment Card Industry) |
|
Consulting |
AWS (Amazon Web Services), Azure, Business Strategy, HIPAA Consulting, HITECH, Migration, Project, Security, Sharepoint |
|
Customer Experience |
Client Services Automation (CSA), Customer Feedback, Customer Portals, KB (Knowledge Base), Onboarding Platform, QBR (Quarterly Business Report), Service Desk |
|
Cybersecurity |
Anti-Phishing, Antivirus, API & Application Security, Attack Surface Management, BIOS Firmware Security, Breach Prevention, Browser Security, Certificate Management, Cloud Security, CNAPP (Cloud Native Application Protection Platform), Content Filtering, Continuous Threat Exposure Management (CTEM), Cybersecurity Staffing, Dark Web & Identity Monitoring, Data Discovery & Classification, Data Encryption, Data Loss Protection, DMARC Management, DNS Protection, EDR (Endpoint Detection and Response), Email Encryption, Email Filtering, Email Security, IDP (Identify, Detect & Protect), Incident Response & Investigation, MDR (Managed Detection & Response), MSSP (Managed Security Service Provider), Network Security, On-Premise Security, Penetration Testing, Phishing & Security Awareness Training, Ransomware Security, Risk and Compromise Assessment, SaaS Management & Security, SASE (Secure Access Service Edge), Security Configuration Management, SIEM (Security Information & Event Management), SOAR (Security Automation, Orchestration & Response), SOC (Security Operations Center), SSE (Security Service Edge) platform, Supply Chain Security, Threat Intelligence & Detection, Vulnerability Assessment & Management, XDR (Cross-layered Detection & Response), Zero Day Security, Zero Trust Networking, Zero Trust Security |
|
Development |
Authentication & Security, AWS (Amazon Web Services) Development, CMS (Content Management System), Custom Development, DevOps Security, Monitoring & Management, Email and Communications API, Google Development, Integration Development, Low and No Code Development, Microsoft and Azure Development, Offshore and Nearshore Development, Onshore Development, RPA (Robotic Process Automation) Development, Website and Platform Development |
|
Distribution & Marketplace |
Business Services, Cloud Service Distributors, Hardware Distributors, Master Agent/Telecom |
|
Education |
IT Training & Certifications, Sales Training |
|
Finance |
Accounting, Banking, Billing Management, Contract Management, Expense Management, Funding, Inventory and Order Management, Leasing and Credit, License Management, Payment Processing, Payroll, Quoting & Invoicing, Reconciliation |
|
Hardware |
Colocation, Computers & Accessories, Encryption & Security, Firewalls, Forensic, IoT (Internet of Things), Mobile Device Insurance, NAS (Network Attached Storage), Networking, Printers & Copiers, Procurement, Refurbished, Server Farm, Servers, UPS (Universal Power Supply) |
|
IT Management |
Apple Device Management, Asset Lifecycle Management, BI (Business Intelligence), Cloud Management, Cloud Storage, Configuration Management, Documentation (IT Management), Email Hosting, Email Signature Management, File Sharing, Help Desk and Ticketing, Integration Management, IT Automation, ITSM (IT Service Management), Machine Identity Management, Managed Print Services, Managed Printing, MDM (Mobile Device Management), Migration Tools, Network Management, Policy Management, Power Management, Printer Management, PSA (Professional Services Automation), Remote Control & RDP, Repair Utilities, RMM (Remote Management & Monitoring), Scripting, vCIO Software, Virtual Desktop and Environments, VPN (Virtual Private Network), Workflow Automation |
|
Marketing |
Affiliate Marketing Software, CDN (Content Delivery Network), Content Creation, Demand Generation Software, Digital Marketing, Email Marketing & Delivery, Event Marketing, Graphic Design and Branding, Marketing Automation, Press Releases |
|
Media |
Podcast |
|
Monitoring |
Application Monitoring, Asset & Licensing Monitoring, Audit Logging, Employee Monitoring, Firewall Monitoring, Infrastructure and Cloud Monitoring, Log Management and Monitoring, Network Monitoring, NOC (Network Operation Center), Storage and Database Monitoring, Warranty Management |
|
Operations |
Appointment Software, Business Automation, Business Insurance, Business Intelligence, Collaboration, Cyber Insurance, E-Signature, Employee Engagement, Field Service Management, HR (Human Resources), Procurement, Productivity & Work Management, Project Management, Staff Augmentation, Staffing and Contractors, Virtual Business Services |
|
Professional Services |
Consulting, Forensics, Legal Services, Peer Groups, vCIO (Virtual Chief Information Officer) |
|
Sales |
Appointment Setting, Auto Dialer Software, Client Engagement, CLM (Contract Lifecycle Management), Contract Analytics Software, Contract Management Software, CRM (Customer Relationship Management), Events, Field Sales Software, Lead Generation, Managed Sales Platform, Partner Management, Quote Management, Revenue Operations, Sales Acceleration, Sales Analytics and Reporting, Sales Compensation, Sales Engagement Platform, Sales Gamification, Sales Intelligence, Sales Presentations |