How to Import Contract Service Levels and Rates

Overview

In Simpro Premium, you can manually add customer contracts to the system, or save time and reduce data entry errors by importing a customer list to create multiple customer contracts at once. Learn more in Create customer contracts and How to Import Customer Contracts.

Learn more about exporting contract service levels in How to Export Contract Service Levels and Rates. If you need to export contracts, you can use the Customer Contracts Report.

Once you have imported custom contracts, if you use Maintenance Planner you can import service levels to the contracts. This saves your time by allowing you to apply special pricing for asset maintenance performed on the contract. Also this is useful when switching over to Simpro Premium from another system, when you need to apply a bulk update to your contracts or need to re-assign a contract to a different customer, while retaining all of the conditions and pricing.

You can test the import process with one or two service levels and rates on customers contracts before importing an entire list.