Can I import my renewals from spreadsheets?

Yes, importing is available on all PAID plans.

After Signing In, go to My Renewals and then click on the Import button.

Follow the below guidelines for a successful import. We provide a template to use for your import. Use of this template is strongly recommended.

Upload Guidelines

• File type must be an Excel Worksheet file with extension *.xlsx
• We recommend that you use the sample template provided on the Import page to ensure upload success

Template Guidelines

Important Note: Do NOT delete first row in the sample template.

Using the template, please enter your details as follows:

• Column 1 - End User
  This should be the name of your customer/end user
  
  
• Column 2 - Vendor
  This should be the vendor/manufacturer of the product linked to this renewal (example: Microsoft, Dell, Vmware etc..)
  
  
• Column 3 - Expiry Date
  This is the date of when the current service (warranty/support) expires.
  Date format must be dd/mm/yyyy (example for 30th May 2023 is 30/05/2023)
  
  
• Column 4 - Renewal Notes
  This should contain all relevant notes for this renewal such as contract number or license details. Contents of this field will be sent to your supplier when you request a renewal quote. The contents of this field should contain the information the supplier will need to quote you a renewal.
  
  
• Column 5 - Additional Notes
  This should contain any additional notes for this renewal such as internal notes/private notes about this renewal. This field will NOT be sent to your supplier when you request a renewal quote.
  
  
• Column 6 - Renewal Value
  This should contain the value of renewal in numeric form only. 
  Use numbers only. Do not use currency symbols. (Example 120 or 120.50)

  Minimum value to enter for a renewal value is 1.  If you enter 0 or leave the field blank, your upload will fail.

  
  
• Column 7 - Currency
  This should contain the currency type, example EUR for Euro. You must enter the 3 digit ISO code for the currency. Examples of 3 digit ISO Codes are: EUR for Euro, USD for US Dollars, GBP for Great British Pound etc. Help with finding your currency code can be found in your Knowledge Base here.
  
  
• Column 8 - Past Reseller
  If you were not the previous reller of this license / renewal, you can list the previous reseller here.

  This line can be left blank.

  
  
• Column 9 - Past Distributor
  You can list the previous distributor/supplier here.
  This line can be left blank.
  
  
• Column 10 - Line Items
  If you have line items for your renewal, you can list them here. The format of the fields to populate are Quantity, Part Code and Description.

  These must be imported in a specific format. Square brackets must be used at start and finish[] and each line item must be in curly brackets {}. 
  Multiple line items must be separated by a comma.

  
  Example to follow: [{"quantity":"100","part_code":"654654654","description":"license description"}]

  You replace the green text with your text.

  
  

  Example for a single line item: 

  [{"quantity":"1","part_code":"654654654","description":"license description"}]

  
  

  Example for multiple line items:  (note the comma between line items)

  [{"quantity":"1","part_code":"654654654","description":"license description"},{"quantity":"25","part_code":"46464","description":"license description"}]

  
  
  

Note:- After importing your renewals it will assign all imported renewals to the user who has completed the import.