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Import contracts from a spreadsheet

Import multiple contracts into Zigaflow from a spreadsheet template, including the required columns, client asset links and how to upload the file.

Before you import

Before importing, the customer/company and contact at the company (if set in the import) need to be in Zigaflow. Otherwise, the import will fail.

These columns are compulsory in the import file:

  • ID - this is just the reference from the previous system, such as the job number

  • Status (the Zigaflow status)

  • Company

  • Assigned User Email - the user the job will be assigned to in Zigaflow

  • Initial Assigned User Email - the initial user the job will be assigned to in Zigaflow

  • Start Date

  • End Date

Client Assets

When importing this file, the reference/serial number automatically links the items to any client assets.

Download the template

1. Click on the Cog

Zigaflow dashboard with the settings cog icon highlighted in the top-right toolbar next to the notifications bell

2. Click "Contracts"

Import Center in Settings with the Contracts option highlighted in the import type list below Invoices from Billings

3. Download the template here

Import Center showing Step 1 instructions with the Download Template button highlighted for downloading the Excel template

4. More than one contract can be imported at a time.

The template has three areas: header, section name, and item details.

Contract import spreadsheet with orange boxes around the header columns, Section Name column and item detail columns

Prepare the import file

5. For each item in a contract, there needs to be a complete row. This means that the master contract details, such as the customer name or note, need to be repeated on each line. Similarly, the section name (if given) needs to be repeated for all the items in the sections.

Use the column "Linked Asset Reference" to connect a line to a client asset.

Contract import spreadsheet with the Linked Asset Reference column highlighted, plus the Control Panels section name

Upload the file

6. Drag and drop the import file here

Import Center Contracts tab with the Select Files or Drag & Drop Here upload field highlighted under Step 3

7. Click "Upload"

Import file panel with a drag and drop upload area, highlighting the purple Upload button next to Clear

8. The banner shows the success or failure of the import

Import dialog showing Import Complete with a green check and the highlighted banner reading "1 created, 0 updated

9. The original ID/Reference from the previous system is appended to the description

Contract C1031 screen with the Description field highlighted, showing "Import ID: 1034" carried over from the previous system

Learn more: contracts in Zigaflow

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