Import Contracts

When transitioning to HirePOS from another system, it is essential to input existing "On Hire" Invoices and upcoming "Bookings." The Contract importer feature facilitates the bulk import of basic Contract details, providing a significant time-saving advantage and a solid starting point for your records.

To begin the process of importing Contracts into HirePOS, follow these steps:

1. Go to Setup > Preferences and select the Sales option.

2. Click the Options button drop-down at the top-right and choose Import Contracts CSV.

Download the Contracts CSV Template by clicking the link at the top of the Importer screen. Save the file for importing or open it in a spreadsheet application like Microsoft Excel or Google Sheets. The template includes the following columns:

• Invoice No - Unique and Numeric value only

• Invoice Date - Format: YYYY-MM-DD

• Customer PO - Alphanumeric, up to 30 characters

• Reference - Alphanumeric, up to 50 characters

• Booked From - Format: YYYY-MM-DD

• Booked To - Format: YYYY-MM-DD

• Hired From - Format: YYYY-MM-DD

• Hired To - Format: YYYY-MM-DD

• Company - Up to 50 characters

• Delivery Contact Name - Up to 50 characters

• Delivery Address Line 1 - Up to 50 characters

• Delivery City - Up to 40 characters

• Delivery State - Up to 30 characters

• Delivery Postcode - Up to 10 characters

• Delivery Country - Up to 50 characters

• Delivery Phone 1 - Up to 20 characters

• Message - Memo field

• Custom Field (1 ~ 8) - Up to 255 characters

Ensure that at least the Company field is matched to a customer before importing.

Once you have prepared the CSV file for import, proceed with the following steps:

1. Click the Browse for Contracts CSV file field under Step 1 and select your CSV file.

2. Click the Preview Data button.

3. Verify that all columns match automatically based on the Invoices CSV template. Manually match any columns if necessary.

4. Click the Import Data button at the bottom-left to import the Contracts.

By following these steps, you can efficiently import Contracts into HirePOS, streamlining your data migration process.