Overview
You can now export Contract details from the Contract Lifecycle Management (CLM) system to your Enterprise Resource Planning (ERP) system by integrating them. You can automatically or manually generate .csv files containing a Contract's number, header information, periods of performance, CLINs/SLINs, modifications, and CLIN Mods. These files are pushed to SharePoint via the Dynamics API, where they can be picked up and used to update the ERP system.
This can also be configured to auto-generate the .csv file when a Contract reaches specific stages in the contract lifecycle or when certain events occur, such as the addition of a modification.
This document is a step-by-step guide on how you can use the Contract Export option to manually trigger the creation and push of the .csv files containing Contract-related data to your SharePoint site for integration with your ERP system.
Audience
Contracts Suite Users
Prerequisites
Ensure that TechnoMile Contracts Suite is already installed and configured. The version of this package must be 2024.2 or higher.
Exporting Contracts Data for ERP Integration
Login to your Microsoft Dynamics instance.
Go to Contracts and click to open a Contract record.
Click Actions and select Contract Export.
Go to your SharePoint site and check the Contract Export folder to view the exported files containing information related to CLINs, CLIN Mods, Contract Headers, Mods, and POPs.
