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Import Contracts (CSV)

Importing your contracts is the fastest way to populate your dashboard and start analyzing margins, risk, and forecasts.
Spicom accepts a simple and flexible CSV format designed to work with any CRM, billing tool, spreadsheet, or custom export.
You can download a sample CSV directly inside the import modal in Spicom.

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📥 How to Import Your Contracts

  1. Go to Contracts → Import CSV
  2. Click Upload File
  3. Select your CSV
  4. Validate and import
The dashboard will be populated instantly with:
  • real margins
  • cost breakdown
  • client risk score
  • 12-month forecast

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📄 CSV Format (Required Columns)

Your CSV must include the following minimum columns:
ColumnTypeExampleDescription
customer_namestringAcme CorpClient name
customer_emailstringcontact@acme.comClient Email
contract_namestringSocial Media ManagementContract or project name
contract_descriptionstringSocial Media ManagementDescription of the project or contract
contract_amountnumber2500Monthly recurring revenue (HT)
contract_startdate2024-01-01Contract start date
contract_enddate2024-12-31Contract end date or renewal date
Optional but recommended:
Dates must be in ISO format (YYYY-MM-DD) for best compatibility.

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📂 Sample CSV

customer_name,customer_email,contract_name,contract_description,contract_amount,contract_start,contract_end
Acme Corp,contact@acme.com,Website Maintenance,Monthly maintenance and monitoring,1200,2024-01-01,2024-12-31
Blue Media,hello@bluemedia.com,SEO Retainer,SEO tracking + monthly optimization package,1800,2024-02-01,2024-12-31
Nova Group,team@novagroup.io,Branding Package,Full branding redesign including guidelines,3500,2024-01-15,2024-03-15
TechFlow,info@techflow.dev,Cloud Hosting Management,AWS infrastructure monitoring & updates,950,2024-03-01,2025-03-01
Skyline Agency,contact@skyline.agency,Content Production,Creation of 8 monthly content pieces,2200,2024-01-10,2024-10-10
❗ Import Errors & How to Fix Them
  1. “Invalid date format”
Use the ISO format: 2024-05-20
  1. “Amount is not a number”
Make sure cells don’t contain:
  • currency symbols
  • commas
  • spaces
Use: 2500 not: 2,500€
  1. “Missing required column: customer_name”
Ensure your CSV includes the required headers.
  1. “File is empty or unreadable”
Check encoding: UTF-8 recommended.

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What Happens After Import?

Once imported, Spicom automatically computes:
  • revenue distribution
  • workforce allocation impact
  • global cost distribution
  • real margin per contract
  • future revenue over 12 months
Every update to workforce or global costs recomputes margins automatically.