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Administrator Guide
Last Updated: 2023-06-23
Import Contracts with a Contract Hierarchy

Import Contracts with a Contract Hierarchy

You can import new contract records into Strategic Sourcing in a hierarchy if they’re related to the same supplier. You need to format the
Contracts
 template to indicate a hierarchy. In the Contracts tab of the template, use the
Hierarchy ID
 and
Hierarchy Parent ID
 columns to add a hierarchy.
If any row in the Excel file contains contracts that are in a hierarchy, you must fill the
Hierarchy ID
 column in for every record. When you aren't importing a hierarchy, you can leave the
Hierarchy ID
 and
Hierarchy Parent ID
 columns blank.
  1. Add all contracts into the template.
  2. Number each contract consecutively in the
    Hierarchy ID
     column.
    Example: If there are 100 contracts in the template, start at row 2 and label them 1-100 in the
    Hierarchy ID
     column.
    The order of the rows in the template doesn’t affect the hierarchy.
    Strategic Sourcing only uses this ID to establish the hierarchy and doesn’t display anywhere in Strategic Sourcing once imported.
  3. To indicate a child contract, add the hierarchy ID of the relevant parent contract to the
    Hierarchy Parent ID
     column.
    For any contracts that aren’t children, you can leave this column blank.
Title
Hierarchy ID
Hierarchy Parent ID
ProTech NDA
1
Catering San Francisco Office
2
Field Events Vendor - Marketing EMEA
3
Germany Marketing Event
4
3
Paris Marketing Event
5
3
Contracts 1 and 2 aren’t in a hierarchy. Contracts 4 and 5 are children contracts to Contract 3. On any contract that is a child contract, you only need to denote the ID of its parent in the
Hierarchy Parent ID
 column.