Upload and import recurring revenue contracts from ERP exports
Select an Excel file (.xlsx) to begin the import process
Selected:
| # | Column Name | Required | Example |
|---|---|---|---|
| 1 | Client ID | ✓ | C001 or 148940 |
| 2 | Client Name | - | ACME Corporation |
| 3 | Order Reference | ✓ | ORD-2024-001 |
| 4 | Product/Service | ✓ | SaaS Subscription |
| 5 | Recurrence | ✓ | monthly, quarterly, annual |
| 6 | Next Invoice Date | ✓ | 2026-02-01 or 01/02/2026 |
| 7 | Subtotal | ✓ | 50000 |
| 8 | Currency | - | THB (default), USD, EUR |
| 9 | Auto Renew | - | Yes/No (default: Yes) |
| 10 | End Date | - | 2027-12-31 (optional) |
| 11 | Division ID | - | ITSec, AI - Agent - iComply, Odoo, Manufacturing |
Note: Only Client ID, Order Reference, Product/Service, Recurrence, Next Invoice Date, and Subtotal are required.
Currency: Specify THB, USD, or EUR. If not specified, defaults to THB.
Auto Renew: If not specified, defaults to Yes.
Important: Client ID is the unique identifier for each client. This is used to match clients across imports and link to payment terms. Use your ERP client ID or a consistent client code.