Import from files starts after selecting Import from files in the Input selection step and clicking Next. This option allows you to upload multiple license contract documents and let SAM AI extract and import the contract and entitlement information from each file automatically. This workflow supports batch import, which means that multiple files are processed in one import operation.
2. Upload
In the Upload step, you can select multiple files or a folder to upload. SAM AI analyzes the uploaded documents and extracts the relevant contract and entitlement information. Configure the Import settings and add the files you want to process.
Import settings
Before uploading files, review and configure the Import settings to control how SAM AI handles products matches during import.
•Minimum product confidence: Defines the minimum AI confidence score (0–100) required for a product match to be accepted. The default value is 90. SAM AI evaluates how closely a detected product name matches a product in the catalog and assigns a confidence score. If the confidence score of a detected product is below the configured minimum, the product match is discarded. A higher value requires a closer match and reduces the risk of incorrect product assignments. A lower value accepts weaker matches and may include products that are not the correct catalog entry.
•Import mode: Controls how the system handles missing or incomplete data during import. The available options are:
•Strict (default): The contract import fails if any required field is missing or if a product match does not meet the minimum confidence threshold. No default values are substituted for missing data. Use this mode when data completeness and accuracy are critical, and you want to manually review and correct files that do not import successfully.
•Partial: The contract import continues even when data is incomplete. Missing required fields are filled with default values, such as today's date for a missing invoice date, a quantity of 1 for a missing quantity, or a license model of Perpetual for a missing license model. Use this mode when you want to maximize the number of successfully imported contracts and are comfortable reviewing and correcting the imported data afterward.
Upload individual files
Use the Drop your files here area to select or drop individual contract documents. Click the upload area or drag and drop one or more files directly onto it to add them to the upload list. You can add files from different locations on your system by using the upload area multiple times.
Upload a folder
Use the Drop your folder here area to select an entire folder. Click the upload area or drag and drop a folder onto it to add all supported files from that folder to the upload list in a single step. This is useful when all contract documents for a batch import are stored in one location.
Supported files: PDF, PNG, JPEG, TIFF.
Maximum size per file: 10 MB.
Maximum total size: 50 MB.
Maximum number of files: 20.
After adding files, the upload list displays each file with its name and status. You can remove individual files from the list before starting the import, and you can add more files or an additional folder using the Add Files and Add Folder buttons.
When you are ready, click Start to begin the import process. SAM AI processes each file individually. The status of each file updates in real time:
•Processing: SAM AI is currently extracting data from the file.
•Import succeeded: The contract was extracted and imported successfully.
•Failed: The file could not be processed. An error message is displayed next to the file name indicating the reason.
After all files have been processed, click Finish to close the wizard and return to the Contracts view. Successfully imported contracts are immediately available in the Contracts overview.
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