Contract Manager

IMPORT FROM CSV FILE

For data import from a CSV file, select >File => Import from CSV file> from the menu.

Before you import data, you should perform a backup of all data. For more information see the chapter "Backup all data".

In the following window you can drag a CSV file from the Finder onto the green CSV icon. Or simply click on the green CSV icon. Then a Finder show an open file dialog on which you can choose a CSV file. Set the parameters for the detection of the CSV file now. In the list below you will see a first preview of the data. Then click "Import CSV".

Now you need to assign the available fields to the import fields.

The available fields can be assigned to the import fields using "drag and drop". If you have accidentally assigned a field incorrectly, then drag it back into the field of "Available Fields". With the button "Assign all fields 1:1" you can assigned all the fields at one time. This is only useful if the order is the same in both areas. With the button "Remove all fields" you can deleted all assigned fields.

Now click on "Preview CSV Import". Please check here the fields or columns with specific values, such as date or currency fields. If all data is correctly displayed in this preview, click on "Import into database".

After a successful import, you receive a corresponding message.

By clicking on "OK" all import windows are closed.

The following values are accepted for these fields:

Contract	Text
Contract number	Text
Category	Text
Contract for person	Text
Customer number	Text
Contractor*	Text
Order date	Date
Start date	Date
End of contract	Date
Termination date	Date
terminated on	Date
Period of validity	Integer
Period of validity units	None, Weeks, Weeks to end of quarter, Months, Months to end of quarter, Months to end of year, Quarter, Quarter to end of year, Years
Period of notice	Integer
Period of notice units	None, Weeks, Weeks to end of quarter, Months, Months to end of quarter, Months to end of year, Quarter, Quarter to end of year, Years
Automatic renewal	0, falsch, false, Onwaar, 1, wahr true, waar
Termination received	0, falsch, false, Onwaar, 1, wahr true, waar
Contract inactive	0, falsch, false, Onwaar, 1, wahr true, waar
Bonus value	Text
Bonus received	0, falsch, false, Onwaar, 1, wahr true, waar
Bonus redeemed	0, falsch, false, Onwaar, 1, wahr true, waar
Advertiser	Text
Payment method	None, Day, Week, Month, Quarter, Half year, Year
First payment	Datum
Fee	Double
Deductible	Double
Type	Ausgaben, Expenses, Uitgaven, EInnahmen, Revenues, Inkomsten
Reference number	Text
Bank	Text
BIC	Text
IBAN	Text
Portal user	Text
Portal password	Text
Portal URL	Text
Notes	Text

* The field "Contractor" is only imported if the administration of the contract partners is carried out via the "Contract Manager". You can find more information about this in the chapter "Preferences".