You can, if required, create or modify your agreement rules using a spreadsheet and then import the rules into your system. This can be particularly useful if you have a large number of rules to manage.
A convenient method for ensuring the spreadsheet you import from has the correct columns is to create a single rule in the Administration component and then export that rule. You can then add the rest of your rules to the exported spreadsheet.
After you have made the required changes in Microsoft Excel, you can import the agreement rules.
Before you import your agreement rules, we strongly recommend that you back up your database.
You must create a connection to the spreadsheet before you can import the agreement rules.
For more information, see Connections.
In most circumstances you will not need to change these values. These values correspond to the number of rows that are processed at a time. If you make these values smaller, the import will take longer, as the system reorders the records after each transaction completes. If you make the values too large, the system may be unable to process the individual transactions before the system times out. The default values work well for most systems. To reset to the default values, click Use Default.
If errors appear, you need to ensure that the business object that you are trying to import actually exists within your database. If you need to adjust your mappings, click Back and make the required changes.
A warning message appears, telling you that all old rules will be deleted. When you import agreement rules, your existing rules are replaced with the rules that you are importing.
Any entries that are marked as errors are not imported. In certain circumstances, for example, the spreadsheet can have empty rows that result in a set of blank entries at the top of the list.
When importing updated agreement rules, it appears that more records are imported than are deleted. This is because when the agreement rules are deleted, all of their variation attributes are deleted at the same time. During the import, however, each agreement rule and all of the variation attributes for each agreement rule are imported.