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CSV import of Contract Data
I would like to be able to import our support renewal contract information into a tab on the customer record. But there could be multiple entries for one customer and/or PO No. Has anyone ever imported something like this before? And how do I set the fields up for the importing? Below is sample data. They would like a field for each header and then populate like a list from excel.
| HP SAID | Start Date | End Date | End User Name | PO No | HP SAR No |
| 1043 2160 2733 | 07/01/2017 | 06/30/2018 | 3C INFOCORP | 79434 | PCASMPD503MXN4260X1S |
| 1047 7249 2590 | 08/03/2017 | 08/02/2020 | 3C INFOCORP | 80322 | PCASMPD5036C3727N1GF |
| 1043 3591 1245 | 08/01/2017 | 01/31/2018 | ADTRAN INC |
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