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CSV import of Contract Data

edited Dec 3, 2019 1:12PM in Account Administration 2 comments

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 SAIDStart DateEnd DateEnd User NamePO NoHP SAR No
1043 2160 273307/01/201706/30/20183C INFOCORP79434PCASMPD503MXN4260X1S
1047 7249 259008/03/201708/02/20203C INFOCORP80322PCASMPD5036C3727N1GF
1043 3591 124508/01/201701/31/2018ADTRAN INC

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