Requires one of the following roles: Owner Platform member Department admin
Overview
When you bulk import contract records, Tropic saves a record of the import along with the related CSV file. This feature helps you track when a contract was added and by whom.
Viewing Contract Import Records
You can view contract import records on the Import History page. To access this page:
- Click Contracts.
- Click the … [ellipsis] and select Import History.
Import History page
The Import History page contains a list of previous contract import records. Each record includes:
- Who initiated the import
- When the import occurred
- The status of the import
- Number of contracts created
To download the CSV file used for the import, click Download Import Report.
Additional Resources
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