Contracts Bulk Uploader

Overview

The contracts bulk uploader feature allows users to upload multiple contracts of the same type for multiple sites.

To access the bulk uploader, go to the contracts module and click the BULK UPLOAD button.

There are five stages to the bulk uploader process:

• Start
• Upload
• Validate
• Preview
• Summary

Start

Users will be prompted to select a contract type. Once a contract type has been selected, the user can move to the next stage.

Upload

Users can now upload a csv file containing the contracts they wish to upload. There is an upper limit of 500 contracts.

It’s important to note that only csv files in UTF8 encoded format are supported. A sample csv template for the selected contract type can be downloaded from this page too.

Once a valid file has been uploaded, the user can move to the next stage.

Data types:

• Dates must be provided in the format YYYY-MM-DD.
• Boolean values must be provided as true / false or uppercase versions of these.
• Where you want to specify a list (e.g. Locations) each item must be separated by a pipe (|) character.

Note: the Upload stage ensures a file has been uploaded correctly. The content of the file isn’t validated until the next Validate stage.

Validate

A message at the top of the Validate page will let users know if there are any errors that require attention.

If there are errors, they can be viewed in the table in the UI, or a csv file containing the error information can be downloaded from this page. The user won’t be able to move on to the next stage until the errors are resolved. To resolve the errors, the user must fix the data in the csv and re-upload the file.

The csv error file will list the errors and give guidance on how to resolve them, for example:

If there are no errors, the message at the top of the Validate page will let the user know that all of the contracts in the file are valid.

Once all errors are resolved, the user can move on to the next stage.

Preview

The Preview stage shows a table of the data from the upload file and gives an overview of the number of new records that will be added to the database.

Summary

Clicking IMPORT on the Preview page will trigger the final Summary overview to be displayed. This is the final validation stage to confirm the data being uploaded is correct.

Note: this action cannot be undone.