Importing Contract Deliverables
UniPhi allows for Contract Deliverables to be imported directly into the contract page via an Excel spreadsheet. As per the screenshots below, we are using the sample files to import deliverables.
1. In the Contract Deliverables module, select Import to import deliverables from Excel.
2. Once you have your deliverables formatted correctly in Excel, copy all the data.
3. Paste the data you copied from Excel into the box and map the columns using the drop-down menu above each column.
4. Then press the blue Validate icon and when successful, press the green Import icon. Now when you go back to your contract deliverables page, they will all be copied in seamlessly.
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