CMx user can import the Contracting Party lists either bulk or single lists that he has access to .
- User clicks on Import contracts link from Menu and then click on Basic Import
- File drop zone area page displays.
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- Drag and drop the excel file into the drop zone area or click on the arrow icon, select the file and open.
- Only one excel file can be dropped into drop zone on each import. Error displayed to the user If there are more than one excel file dropped.
- Also the template of the excel file should be same as in download sample template and otherwise it will result in import error.
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Downloaded Import Sample Template
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- After clicking on Import button on right top of the page a confirmation alert message is displayed and user can confirm "Start import Job" action button.
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- Once the contracting party list is imported successfully ,user can view the imported list in the Manage Contracting Party Grid.
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