Import agreements
Add several agreements at once, or update ones already on the list. Nothing is written until you have read the preview and clicked Import, and nothing is ever deleted.
Download the template, fill in one agreement per row (the drop-downs hold this tracker's own lists), then choose the file here. Its rows are added to the form below, for you to check before anything is written. The file is read in this browser tab and is not uploaded anywhere.
One row per agreement. A new agreement needs the vendor or counterparty, an Agreement ID and the document type. To update one already on the list, use its Agreement ID: only the cells you fill in are changed, and a blank cell keeps what is there. More opens the product, renewal, notice, owner, department, notes and related agreement.
| Vendor or counterparty required | Agreement ID required | Document type required | Status | Term start | Term end | Contract value | More | Remove |
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Advanced · agreements JSON (Dragonfly staff)
{"agreements": [ ... ]} with the Contracts column names. Paste or choose a file and load it into the form; Check shows here the JSON the form will import.
