Bulk Importing Vendor Contracts

Discovery's Bulk Import option facilitates the swift creation of multiple Vendor Contracts, provided all necessary vendor data is organized into an Import template file*. All Import template files are included in a single downloadable file available for download on the Bulk Imports page under Settings.

Import Template Fields


The provided Import template file (vendor_contracts.csv) needs to retain all fields (columns), in no particular order, even if the fields are not required.

The following fields are required to have data for each Vendor Contract record:

  • vendor_id | Generated by Discovery upon Vendor creation.
  • status | Must be an approved Vendor Contract status (case sensitive}:
    • Pre Term
    • Initial Term
    • Initial Term (Auto Renewal Cancelled)
    • Initial Term (Can Cancel Auto Renewal)
    • Standard Renewal Term
    • Standard Renewal Term (Auto Renewal Cancelled)
    • Standard Renewal Term (Can Cancel Auto Renewal)
    • Rolling Month to Month
    • Terminated
  • effective_date
  • termination_date
  • payment_days
  • days_to_notify_max
  • days_to_notify_min
  • term_months
  • auto_renewal_term_months
  • minimum_tonnage_cost_hidden_on_invoice

The following fields are optional and do not require data for each Vendor Contract record:

  • is_franchised
  • is_exclusive_to_vendor
  • auto_renew_cancellation_notice_sent_at
  • signing_party
  • procuring_party
  • signed_by_vendor
  • manual_terms
  • annual_price_increase_at_integration
  • external_reference_id

Most Import template files can leverage an external reference ID. This allows you to utilize existing reference labels from your current database or system for all entities in Discovery (vendors, locations, clients, etc.). Moreover, external reference ID's can be substituted for required "_id" fields in Discovery's Import templates allowing for faster importation of data. To learn more about how external reference ID's are used, please see the External Reference ID's article.

Once all Vendor Contract records have been added, upload the Import template file using the New button on the Bulk Imports page under Settings. For more on how to do this, please visit the Bulk Imports Overview help document.

*Import file name and its column headers cannot be edited.

If you have additional questions or need more in depth information, please feel free to send us a message using the help beacon in the lower right-hand corner.