🌴 How to Add a Contract in Tropic

Before You Add a Contract

Not all new contracts should be added manually. In most cases, you should create a request instead.

Only add a contract manually if:

• The purchase happened outside of Tropic
• The contract was missed during implementation
• You are logging an older contract for tracking purposes

If the contract is an upgrade or renewal of an existing agreement, consider whether it should:

• Be added as a new contract record
• Or simply update the existing contract (for example, if the renewal date hasn’t changed)

This helps keep your contract history clean and avoids duplicate records.

Add a Single Contract

1. Go to the Contracts page.
2. Click Add Contracts, then select Add Single Contract.
3. Choose the supplier.
   • If needed, click Add New Supplier.
   • For upgrades or add-ons, check if the existing contract should be updated instead.
4. Click Add Contract.
5. Fill in the required fields.
6. Click Submit for Review.

Add Multiple Contracts in Bulk

1. Go to the Contracts page.
2. Click Add Contracts, then select Add Multiple Contracts.
3. Download the contract template.
4. Fill out the CSV with your contract data.
   • Make sure required fields are filled in and case-sensitive values are correct.
   • Delete the sample instructions from the template.
5. Upload the completed file.
6. Click Review to check for errors.
   • Fix any invalid fields directly in the review page.
7. Once everything is valid, click Import.

After import, all contracts will be in the In Review stage. You’ll need to upload the contract document to each record individually.

 Want more details? Read the full guide.