How to Import Customer Contract Labour Rates

Overview

In Simpro Premium, you can either manually add customer contract labour rates when creating a contract, or save time and reduce data entry errors by importing a contract labour rates list to update and associate labour rates to multiple contracts at once.

Learn more in Create customer contracts.

In order to view content or perform actions referred to in this article you need to have the appropriate permissions enabled in your security group. Go to System A screenshot of a schedule icon with a grey calendar icon and an arrow. > Setup > Security Groups and access your security group to update your permissions. The relevant security group tab and specific permissions for this article can be found here:

Import Customer Contracts

To prepare to import contract labour rates into Simpro Premium:

  1. Download and add data to Simpro Premium's Contract Labour Rates Import Template.
  2. Ensure the corresponding contracts exist in Simpro Premium. You can manually create or import contracts.
  3. Alternatively, you can create your own import list and leave out any fields that do not apply to your customer contracts.
    • The customer contracts import template must contain a Contract Name or Contract ID.
  4. Save your file in your system as a compatible file type: CSV, TXT, or ZIP. Consult your spreadsheet software for file saving instructions if required.
  5. Separate your data using the same or similar headings as the Contract Labour Rates Import Template.
  6. Ensure information is accurate, up-to-date and spelled correctly.
  7. Remove any special characters (such as ? # $ % @ !) as these may not import correctly.
  8. Save your file again.

Customers and contracts that you wish to import the labour rates for must exist in Simpro Premium before importing.

A screenshot of the Import Customer Notes page.

To import a contract labour rates' list:

  1. Go to Utilities A screenshot of a schedule icon with a grey calendar icon and an arrow. > Import > Customers > Customer Contract Labour Rates.
  2. Under Import Options - First Record is, select:
    • Header Record if the first row of your customer contract labour rates list contains column titles.
    • Data Record if the first row contains specific data.
  3. Click Choose File / Browse to locate and open your contract labour rates import file.
  4. When the name of the file displays, click Next.
  5. Match Contract Labour Rates Import Columns as applicable using the drop-down lists.
  6. If you do not want to include a column in the import, select Ignore.
  7. Click Import Customer Contract Labour Rates.

You may wish to test the import process with one or two customer contract labour rates items before importing an entire list.

After uploading an import file, the Customer Contract Labour Rates Import Complete page displays a breakdown of your import.

After a successful import, it is recommended you manually check customer card files to ensure customer contract labour rates' data has imported correctly. To do this, go to People A screenshot of a schedule icon with a grey calendar icon and an arrow. > Customers, click a customer, then check the Rates > Contracts tab for errors.

Learn more in Assign labour rates to customers.

If your customer contract labour rates import file does not contain columns for Contract Name or Contract ID you must manually assign the appropriate column to the appropriate field when importing or the import fails and you receive an error message.

To amend the error, enter details in the required fields in your import list, assign appropriate columns and restart the import process.

If your file contains errors, an error message displays on the Customer Contract Labour Rates Import Complete page, and the table displays the number of errors found.

Click click here to download a CSV file of import errors. The Error Text column explains why entries failed. Amend your customer contract labour rates' import list accordingly and restart the import process.