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Getting Started

Using the HighQ isheet import tool

The
Import iSheet
 tool can be used to import HighQ iSheet column names, and their settings, into the template dictionary to be re-used as Contract Express variables.
To use iSheet Import, you must be connected to a HighQ instance. To check if you have a connection already established:
  1. Click on
    Option
     in the Contract Express ribbon.
  2. Navigate to the
    HighQ
     tab to see if the URL and sign-on details are populated.
If a HighQ connection has not been established, you will be prompted to authenticate when you first run the iSheet Import tool.

Authentication into HighQ

To authenticate into HighQ, click on
Import iSheet
 in the Contract Express ribbon.
Import isheet icon.
Enter the HighQ Instance URL at the prompt and select
OK
.
Values to authenticate to HighQ instance.
note
The Signed in as field will remain blank until a connection has been made.
Enter your HighQ credentials.
Window to display HighQ credentials.
When prompted to authorise access, select
Allow
 to complete the HighQ authentication process.
Authorisation window to complete authentication process

Choosing iSheet columns to import

After successful authentication, you can choose which iSheet columns to import into the Contract Express dictionary.
Select the HighQ Site, iSheet and View to load a list of available columns.
Import iSheet window.
Choose the columns to be imported and click on the arrow pointing right to add them to the Selected Columns.
  • To add all columns to Selected Columns, use the double arrow.
  • To remove columns from Selected Columns, click on the arrow(s) pointing left.
When you have selected all columns to be imported, click on
OK
.
The imported iSheet columns will appear in the Contract Express dictionary as variables:
  • iSheet column names will be used as both the variable name and question text; and
  • the variable will reflect the type and any other parameters that can be matched between HighQ and Contract Express, such as guidance and constraints.
Note that most variable types and parameters will be mapped between HighQ and Contract Express but there may be some that do not have corresponding matches and therefore will not pull through.
note
Sheet Import overwrites any existing Contract Express variables that have the exact same name as the iSheet column names that are being imported.
You can run iSheet Import multiple times to refresh the definitions and parameters of any iSheet columns that have been imported previously or to update the variable types and parameters after running Convert Template. See Convert templates to use Contract Express markup.

See Also

Usage Analysis

This article applies to:

  • PRODUCT: Contract Express