To create multiple contracts at the same time, you can use the Bulk option. To do this, please follow the steps below:
- Go to CONTRACTS.
- Click on Add Contract, located at the bottom right of the screen.
- Click on Bulk Upload and download our template Excel file "Template.xlsx"
4. Please fill out the file and provide following mandatory information:
-
- Card Number
- Fleet Group
- Cost Center
- Tariff
- Customer Type
- Manager Selection
- Salutation
- First and Last Name
- Email Address
- Street Name & Number
- ZIP
- City
- Country
5. Please save the file and upload it in the next step.
6. If we find errors in the Excel file, we will provide you with a new Excel file to download, which will indicate any errors in the files.
7. All contracts will then be created as soon as the upload is successful.