COBBLESTONE SOFTWARE

Contract Insight — User Guide

01. Importing Companies

03. Admin User Manual › Vendor/Customer Management › 01. Importing Companies

Note: Each procedure in this guide begins at the Contract Insight homepage, so any section can be followed on its own. Custom fields are configurable, so the exact field list on a contract category record may vary between environments.

1. Overview

Bringing many company records in at once is handled by Administration → Data Import, described in the application as importing records from CSV using mapping templates — the same generic import tool used for other record types, applied to the Vendors/Customers area to bulk-create or update company records from a spreadsheet.

2. Key Elements

• Administration → Data Import imports records from CSV using mapping templates
• A mapping template ties spreadsheet columns to company fields
• The same tool covers other record types, not only companies

3. Quick Reference Summary

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