Download Template: SMA Template.xlsx
This template must be sent to support@servicefusion.com to be imported.
|
Column Headers |
Notes |
Required? |
|
Customer Name |
Customer Name who signed up for the agreement. This must match the customer name existing in Service Fusion. |
Yes |
|
Agreement Name |
Name of the contract, plan, or service agreement. |
Yes |
|
Effective Date |
Starting day of contract, plan, or service agreement. |
No |
|
Expiration Date |
Ending day of contract, plan, or service agreement. |
No |
|
Notes |
Notes about the contract, plan, or agreement. |
No |
|
Amount |
Amount paid for contract, plan, or agreement. |
No |
|
Amount Type |
"Yr" = Yearly "Mo" = Monthly "HYr" = Every six months "Qtr" = Every three months |
No |