Contract Import
Overview

The Contracts Import process read files from the ./Incoming/Contracts
in
the SFTP. These files will be moved to the archive folder located at
./Incoming/Archive/Contracts
before being processed in alphanumeric
order.

Contracts can be created with a Published status through CSV even when CLMS/CLMA modules are disabled.
Previously, this was supported only through API.
Unique Keys
- Contract Name
- Contract #
- Status
- Supplier Number or Supplier Name
Validations
Once a contract is published you can only change the status to inactive. It cannot be changed to draft status. You can update the supplier name and supplier number of a contract using the Contract number when the contract is in draft status. You cannot do this when the contract is in published status. Parent contract number must be provided for contract type Amendment.
Other validations specified in contract header columns table.

Uploading Attachments and Legal Agreements
To include attachments with your contracts import, place the CSV and attachments in a zip file, and use the attachments columns to specify the relative path (within the zip file). Do the same thing for Legal Agreement files.
When to amend a contract vs change contract?
The following fields are attributes that control access to the contract but do not form part of the negotiation and act as changes to contract record. To update these attributes changes are expected to the original contract record as an update. Send record of type “Contract” or “Master” and identify the modifying contract with contract name or contract #.
- Default On Unbacked Lines
- Used For Buying
- Supplier Can Invoice Directly
- Default Account For Supplier Invoice
- Content Groups
All other fields form the contract metadata and are editable only through an amendment. To update these changes are expected. (Included in examples)
To include attachments with your contracts import, place the CSV and attachments in a zip file, and use the attachments columns to specify the relative path (within the zip file). Do the same thing for Legal Agreement files.
Activate Contract Hierarchy
Handling amendments, online or through CSV import, requires the Contact Hierarchy functionality. To activate contract Hierarchy, follow these steos:
- Navigate to .
- Under System Options, find Contracts.
- Select Enable Contract Hierarchy.
- Click Save.
Contract types
Master, Amendment, Contract.
