Special pricing agreements (SPAs) can be created in bulk using the SPA contract import tool.
The SPA contract import tool allows a quick upload process of agreements into Enable, reducing manual effort for teams during month/quarter/year end when large amount of agreements are being created.
If you would like to bulk import SPAs, please reach out to your implementation team or Customer Success Manager for guidance on your bulk SPAs template format.
The SPA contract import tool is located in the Special pricing agreements app.
Channel admin users will have access to the Config area and contract upload within Enable. If you require additional help or cannot see the import tool as a channel admin user, please reach out to our support team here.
To access the special pricing contract import:
Step 1: Click on Config in the green banner at the top of the page
Step 2: Click on Contracts import in the drop-down menu.
You will be automatically navigated to the special pricing contract import area.
Once you are in the special pricing contract import area, you can download a template to begin populating your SPAs in the correct bulk format. To download the template:
Step 1: Click the drop-down in the top right to select either Fully qualified SPA to use a template where each row is populated with one SPA, or Product level SPA to use a template where each row is populated with a product on a SPA.
Step 2: Once the relevant template option is selected, click Download template and proceed to populate the template using guidance provided by your implementation team.
Once the template has been populated with the required details above, the file is ready to be imported. To import the template:
Step 1: Click the drop-down in the top right to select either Fully qualified SPA to upload a template where each row is populated with one SPA, or Product level SPA to upload a template where each row is populated with a product on a SPA.
Step 2: Drag and drop the completed template file into the box, or click Upload to browse and upload the completed template file.
Step 3: An initial validation will automatically run to ensure the file’s formatting is correct. If any issues exist, these will be displayed in the Validation section for you to review and amend in the template file before re-uploading. If no issues exist, the file will be imported.
Select the relevant import type in the drop-down in the top right to select either Fully qualified SPA to view imports where each row is populated with one SPA, or Product level SPA to view imports where each row is populated with a product on a SPA.
The Imports section displays a row with the following details for each contract import file:
Click on the state for a row to view further details at the bottom of the page, including the number of contracts pending, imported, rejected, and total number of contracts in the file. The user who imported the file is also displayed.
Tip: If any rows have been rejected, click on the number rejected to download further details of the rejected file. The furthest column to the right within the rejected file displays the Errors, for example detailing invalid references, incomplete columns, or reasons the contract was created but could not be approved.
If a contract import did not complete, click the Retry button for the import to be reattempted.
Want to see support calculations now that your agreements have been imported? Learn more about the special pricing support report here.
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