{"id":27917,"date":"2026-04-17T12:12:55","date_gmt":"2026-04-17T10:12:55","guid":{"rendered":"https:\/\/support.serviceprotokoll.se\/?post_type=ht_kb&p=27917"},"modified":"2026-04-17T12:13:01","modified_gmt":"2026-04-17T10:13:01","slug":"example-on-excel-file-and-faq-agreement","status":"publish","type":"ht_kb","link":"https:\/\/support.serviceprotokoll.se\/en\/kb\/example-on-excel-file-and-faq-agreement\/","title":{"rendered":"Example on Excel file and FAQ – Agreement"},"content":{"rendered":"\n

Example 1 \u2013 external file with invoiced lines<\/strong><\/p>\n\n

project<\/td>description<\/td>customerno<\/td>from date<\/td>valid until<\/td>invoicing frequency<\/td>row on invoice<\/td>desc<\/td>sum<\/td><\/tr>
1001<\/td>Service agreement hoist A<\/td>20010<\/td>2026-01-01<\/td>2026-12-31<\/td>12<\/td>1<\/td>Annual fee<\/td>12000<\/td><\/tr>
1001<\/td>Service agreement hoist A<\/td>20010<\/td>2026-01-01<\/td>2026-12-31<\/td>12<\/td>2<\/td>On-call supplement<\/td>2500<\/td><\/tr><\/tbody><\/table><\/figure>\n\n

This becomes:<\/p>\n\n

    \n
  • an agreement<\/li>\n\n\n\n
  • two rows in Invoiced<\/strong><\/li>\n<\/ul>\n\n

    Example 2 \u2013 mixed native import* with row type<\/strong><\/p>\n\n

    serialnumber<\/td>agreementname<\/td>customerid<\/td>startdate<\/td>enddate<\/td>rowtype<\/td>linenumber<\/td>artno<\/td>desc<\/td>amount<\/td>grossprice<\/td><\/tr>
    5001<\/td>Full service agreement<\/td>3001<\/td>2026-01-01<\/td>2026-12-31<\/td>invoiced<\/td>1<\/td>AGREEMENT<\/td>Annual invoicing<\/td>1<\/td>9000<\/td><\/tr>
    5001<\/td>Full service agreement<\/td>3001<\/td>2026-01-01<\/td>2026-12-31<\/td>included<\/td>2<\/td>FILTER<\/td>Filter replacement included<\/td>2<\/td>0<\/td><\/tr><\/tbody><\/table><\/figure>\n\n

    This becomes:<\/p>\n\n

      \n
    • an agreement<\/li>\n\n\n\n
    • one row in Invoiced<\/strong><\/li>\n\n\n\n
    • one row in Included<\/strong><\/li>\n<\/ul>\n\n

      Example 3 \u2013 file without agreement number<\/strong><\/p>\n\n

      agreementname<\/td>customerid<\/td>startdate<\/td>enddate<\/td>rowtype<\/td>desc<\/td>grossprice<\/td><\/tr>
      Pump agreement A<\/td>3001<\/td>2026-01-01<\/td>2026-12-31<\/td>invoiced<\/td>Service fee<\/td>4500<\/td><\/tr>
      Pump agreement A<\/td>3001<\/td>2026-01-01<\/td>2026-12-31<\/td>included<\/td>1 supervision included<\/td>0<\/td><\/tr><\/tbody><\/table><\/figure>\n\n

      This becomes:<\/p>\n\n

        \n
      • a new agreement<\/li>\n\n\n\n
      • serial number is created automatically<\/li>\n\n\n\n
      • the lines are grouped together into the same agreement<\/li>\n<\/ul>\n\n

        FAQ<\/h4>\n\n

        Can I import both included and invoiced lines in the same file?<\/strong><\/p>\n\n

        Yes. Use the row type column, such as rowtype, target, or row type, and specify included or invoiced.<\/p>\n\n

        What happens if the row type is missing?<\/strong><\/p>\n\n

        The line is imported as Invoiced.<\/strong><\/p>\n\n

        What happens if the contract number is missing?<\/strong><\/p>\n\n

        The import still tries to group the lines into the correct agreement within the file and then creates a new serial number.<\/p>\n\n

        What happens if I run the same file again?<\/strong><\/p>\n\n

          \n
        • If the agreement number exists, or if OrderNo + customer number can be matched, existing agreements are updated.<\/li>\n\n\n\n
        • If the file lacks stable identification, the same agreement can be created again as a new one.<\/li>\n<\/ul>\n\n

          Can I use my own column headings?<\/strong><\/p>\n\n

          Yes, but only headers that match known fields are interpreted as standard fields. Other columns are interpreted as custom fields.<\/p>\n\n

          What happens if I leave optional fields blank?<\/strong><\/p>\n\n

          Empty optional fields do not normally prevent the import.<\/p>\n","protected":false},"excerpt":{"rendered":"

          Example 1 \u2013 external file with invoiced lines project description customerno from date valid until invoicing frequency row on invoice desc sum 1001 Service agreement hoist A 20010 2026-01-01 2026-12-31 12 1 Annual fee 12000 1001 Service agreement hoist A 20010 2026-01-01 2026-12-31 12 2 On-call supplement 2500 This becomes:…<\/p>\n","protected":false},"author":2,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"_searchwp_excluded":"","footnotes":""},"ht-kb-category":[1003],"ht-kb-tag":[],"class_list":["post-27917","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-upload-records"],"_links":{"self":[{"href":"https:\/\/support.serviceprotokoll.se\/en\/wp-json\/wp\/v2\/ht-kb\/27917","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/support.serviceprotokoll.se\/en\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/support.serviceprotokoll.se\/en\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/support.serviceprotokoll.se\/en\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/support.serviceprotokoll.se\/en\/wp-json\/wp\/v2\/comments?post=27917"}],"version-history":[{"count":2,"href":"https:\/\/support.serviceprotokoll.se\/en\/wp-json\/wp\/v2\/ht-kb\/27917\/revisions"}],"predecessor-version":[{"id":27921,"href":"https:\/\/support.serviceprotokoll.se\/en\/wp-json\/wp\/v2\/ht-kb\/27917\/revisions\/27921"}],"wp:attachment":[{"href":"https:\/\/support.serviceprotokoll.se\/en\/wp-json\/wp\/v2\/media?parent=27917"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/support.serviceprotokoll.se\/en\/wp-json\/wp\/v2\/ht-kb-category?post=27917"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/support.serviceprotokoll.se\/en\/wp-json\/wp\/v2\/ht-kb-tag?post=27917"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}