Importing Contracts using CSV

Adding contracts can be done in two ways:

1. Manually: Add contracts one-by-one by following simple instructions.
2. CSV Import: Import contracts via a CSV (comma-separated value) file.

Accessing contracts

From the side navigation click NaviStack > Vendor Contracts.

• Import a CSV file
• Import troubleshooting

Importing Contracts

If you have multiple contracts to add, importing via CSV is a time-saving option.

Important: Ensure your CSV file includes a header row with 19 columns. If the header row is missing, the first record will be ignored during upload.

Mandatory Fields:  The only mandatory fields for import are the vendor name and product name. All other fields are optional. For detailed information on each field and acceptable data formats, refer to the Contract CSV Field Definitions. 

Download the CSV Template: You can download the template directly from the application.

1. From the Vendor Contracts, click Import from CSV.
   
2. To download a copy of the template click You can download our sample file here.
3. Click browse your device.
4. Locate and select your CSV file.
5. Click Upload. Note: Do not close the browser tab or window during the upload, as this will cancel the import.

During the upload, the system attempts to match vendors and products based on the names provided in the CSV. Two outcomes are possible.

All Matches Found: If matches are found for all vendors and products, a list of these matches will be displayed. Click Close to complete the process.

Unmatched Records: If any vendors or products are not matched, you will be prompted to review and take action. Click Review to proceed.

In the review dialog, you'll see the unmatched records along with those that were successfully matched.

Options for Unmatched Records:

1. Search for the Vendor:
   1. Click the search box next to the unmatched vendor.
   2. Enter the vendor’s name and select it.
   3. If the vendor is not found, leave the field blank to send a request.
2. Search for the Product:
   1. Click the search box next to the unmatched product.
   2. Enter the product’s name and select it.
   3. If the product is not found, leave the field blank to send a request.
3. Remove the Contract:
   1. Click the Remove icon () at the end of the row to remove the record.

After making the necessary adjustments, click Save. When the import is complete, click OK.

Troubleshooting CSV import

If you encounter an error after clicking Upload, review the error message for specific guidance. Common issues include.

After identifying and correcting the issue, update the file and try the upload again. If the problem persists, please contact support for further assistance.