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How to Import Contracts in Bulk?
How to Import Contracts in Bulk?

Learn how to import multiple contracts

Sameer B. avatar
Written by Sameer B.
Updated over 2 weeks ago

To import multiple contracts in bulk, please follow these steps:

  1. Click on New Contract and then select Upload Contracts in Bulk.

  2. Choose the Contract type you want to import.

  3. Download the CSV template.


Updating the CSV File

  1. Open the CSV file with a sheet editor of your choice (e.g. MS Excel, Google Sheets, Apple Numbers)

  2. Enter the worker information and save the file on your local device in CSV format.


Completing the Bulk Import

  1. Upload the CSV file you updated and click Continue.

  2. RemotePass automatically detects and shows the errors. Correct them onscreen.

  3. Review the content, edit if necessary, and click Save.

  4. Contracts will be created automatically upon your submission. You can Invite the workers at once. (Optional)


FAQ

Can I use our company agreement template?

By default your contracts are created with RemotePass’s template. And yes, you can upload it in the review mode from the detail view for each contract.

What happens if I prefer not to invite workers upon the bulk import?

You can choose to invite them later from the contract details page.

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