How to Import Customer Contracts

Overview

In simPRO, 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.

You may wish to test the import process with one or two customer contracts before importing an entire list.

Once you have imported custom contracts, if you use Maintenance Planner you can import service levels to the contracts. This allows you to apply special pricing for asset maintenance performed on the contract. Learn more in How to Import Contract Service Levels and Rates.

If you need to export contracts, you can use the Customer Contracts Report.