Importing Contracts

[Nancy Schilli]

There are times customers want to import their existing contracts for HAM & SAM (not entitlements).  I don't seem to find a default import file. I know I can export all the fields to create a template, but not all the fields are needed. 

Just wondering if anyone has one that works?

[Hemanth M1 · Accepted solution]

Hi @Nancy Schilli ,

Just export the fields you want (whih are in the list view), i have created an article around, have a look.

How to Create or Update records using Excel template - Easy Import 

[Hemanth M1]

Hi @Nancy Schilli ,

Close the loop by accepting the answer if it helped you so that othes can refer as solution or you can ask if any follow up questions.

[Ashok Sasidhara]

The best method is to export all the fields to a template and then include only the fields which you require in the actual template which you fill. Following are some of the recommended fields which need to be included in the template:

Contract number, Contract model, Name, Start date, End date, State, Substate, Vendor, Agreement type, Total cost 

You can consider the actual list of fields required for your template based on the types of contracts and the data which you need to track for the contracts. The following URL has details of all the contract fields:

https://docs.servicenow.com/en-US/bundle/vancouver-it-asset-management/page/product/contract-managem...