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Astea 15.4: Excel-import to cancel contracts?

  • March 10, 2025
  • 1 reply
  • 42 views

bskallerud
Hero (Customer)
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We need to cancel several hundrer contracts. I try to find a way to do this with import - and it does not seem to be a standard import for this. Is this at all feasible?

Best answer by Phil Seifert

Hi Bjørn,

Please see if you can build an import template with the Import Template Wizard to use a manual API such as the one below.  This might do what you need when you test it.

  <root xmlns:dt="urn:schemas-microsoft-com:datatypes">
<session email="" alias="">
<state bc_name="CustomerContract">
<action name="data">
<main>
<row number="1">
<cconth_id dtype="string" in_var="" out_var="">{cconth_id}</cconth_id>
<cc_new_cconth_stat_id in_var="" out_var="">{cc_new_cconth_stat_id}</cc_new_cconth_stat_id>
<cc_cancellation_date in_var="" out_var="">{cc_cancellation_date}</cc_cancellation_date>
<cst_cancel_reason_id in_var ="" out_var="">{cst_cancel_reason_id}</cst_cancel_reason_id>
</row>
</main>
</action>
</state>
</session>
</root>

Make sure you define a spreadsheet with columns for the four fields when creating this import template and you should hopefully be good to go.

1 reply

Phil Seifert
Ultimate Hero (Employee)
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  • Ultimate Hero (Employee)
  • 1386 replies
  • Answer
  • March 10, 2025

Hi Bjørn,

Please see if you can build an import template with the Import Template Wizard to use a manual API such as the one below.  This might do what you need when you test it.

  <root xmlns:dt="urn:schemas-microsoft-com:datatypes">
<session email="" alias="">
<state bc_name="CustomerContract">
<action name="data">
<main>
<row number="1">
<cconth_id dtype="string" in_var="" out_var="">{cconth_id}</cconth_id>
<cc_new_cconth_stat_id in_var="" out_var="">{cc_new_cconth_stat_id}</cc_new_cconth_stat_id>
<cc_cancellation_date in_var="" out_var="">{cc_cancellation_date}</cc_cancellation_date>
<cst_cancel_reason_id in_var ="" out_var="">{cst_cancel_reason_id}</cst_cancel_reason_id>
</row>
</main>
</action>
</state>
</session>
</root>

Make sure you define a spreadsheet with columns for the four fields when creating this import template and you should hopefully be good to go.