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How to Import Contracts from a CSV | Bulk Upload into ContractTracker

Import multiple contracts at once into ContractTracker using a CSV file. Map columns, validate entries, and streamline your setup.

Written by Garrett Browne

  1. Click the Import from CSV button (inside the “Add from your Products” section).

  2. The Import Contracts Wizard appears.

  3. Drag and drop your CSV or browse to upload it.

  4. Requirements:

    • File format: .csv

    • Max file size: 5 MB

    • Must include headers and valid contract data

  5. Use the provided CSV template for correct formatting.

  6. Once uploaded, the box turns green and displays the file name.

  7. Click Continue to proceed.

Step 1: Map Fields

  • Map your file’s columns to Better Tracker’s fields:

    • Vendor Information

    • Contract Details

    • Billing Information

  • Required fields are marked with an asterisk.


Step 2: Review & Resolve Errors

  • Any missing required fields will trigger a warning.

  • Use the Show Warning Rows Only toggle to quickly fix issues.

  • Hover over yellow-highlighted fields to see error details.


Step 3: Complete Import

  • Click Continue to review.

  • Add optional details to improve data completeness.

  • Confirm the summary and finish the import.

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