Column Mapping

The Column Mapping step is the first step in the Multiple Contract Upload process. In this step, you will upload your contract template and match the contract template columns to their equivalent CCXpertcolumns.

Note: This step may not be necessary. Once you map the columns, the values are saved and can be used for subsequent contract uploads. You can change these saved mappings later if necessary.

Navigation

This step appears when you select Contract Upload > Multiple Contract Upload from the left-side navigation pane.

Field Descriptions

The following fields appear during the Column Mapping step.

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Field

Field Description

Download Template or Upload Existing File

Download Template

Select to download the Multiple Contracts Upload Template. This template is used to bulk upload new contracts.

Choose File

Select Choose File to search for and select the completed Multiple Contracts Upload Template.

Convert CA to CS

Select to automatically convert the cassette (CS) unit of measure to case (CA).

Note: GHX uses the ANSI standard, CA, but supports both CS (Cassette) and CA (Case). The system is hard-coded to see both CA and CS as Case so that they are correctly validated, regardless of which is received on an 850/855/810. This allows you to change the file from CS to CA, if needed for your system’s purposes.

Upload

Select to upload the completed Multiple Contracts Upload Template you selected in the Choose File field.

Reset

Select to remove the selected Multiple Contracts Upload Template. This is useful if you selected the wrong file or an error occurs.

Map Columns

CCXpert Data

Displays the name of the CCXpert Data columns. These columns indicate the required contract information.

Mapped Columns

Displays the current template-to-CCXpert column mappings.

Select the unlink button to move a column mapping from Mapped Columns to Available Columns. This is useful if you mistakenly mis-mapped a few columns and need to rearrange them.

Available Columns

Displays the column names from the uploaded contract template. Select and drag the template columns in Available Columns to the open value spaces in Mapped Columns. The CCXpert Data column shows the equivalent CCXpert column name.

Save

Select to save the current column mappings. These mappings will be used for subsequent contract uploads until you edit and resave new mappings.

Cancel

Select to reset the columns to the last saved mappings.

Reset to Default

Select to reset the columns to their default mappings.