HP Insight Online User's Guide

Follow the steps listed on the upload page:
l Download the latest Microsoft Excel template file from the link in Step 1. The format of the template
name is "name-date_version", where the date is represented as YYYY-MM-DD.
l Read the detailed instructions in the Readme sheet of the template.
l Enter information, one contract or warranty per line, according to the titles at the top of each column.
Enter a maximum of 2500 lines, for each instance of the template you create. Note that some of the
fields are optional.
l Do a "Save as", to comma-separated value (CSV) format. (Select CSV (Comma delimited) (*.csv)
option only from "Save as type" in Excel.) The result is a plain text file containing the entries from the
spreadsheet, with each field on each line separated by a comma.
l Optionally, update your user name and e-mail display option. Select "Yes" to allow other users to see
your user name and email address when they view these contracts and warranties, or select "No" to
keep this information private.
l Check the boxes to verify that you have selected the most recent template, and that you have a CSV
file.
HP Insight Online:User's Guide Page 47 of 51
Chapter 7: Manage contracts and warranties