Importing & Exporting

Import Process (2023)
The Import feature has been updated to make it more intuitive and easier to use.  The improved feature allows you to: Create your own csv file template...
Tue, 2 Apr, 2024 at 4:47 PM
Manual population of Data in the grid (2023)
You can manually enter data into the grid going across the columns and populating the relevant cells.  The first column in every grid will be the Transa...
Wed, 22 May, 2024 at 1:18 PM
Mass Population of Data in the grid (2023)
You may wish to update your data on a mass scale rather that individual records at a time, you can do this by using the tools in the Import Workbench to hel...
Tue, 19 Mar, 2024 at 11:31 AM
Using the Grid and its Tools (2023)
Using the Grid The grid is designed to populate with the data that you have either manually entered, imported or pre-populated from the system. Once...
Fri, 26 Apr, 2024 at 3:11 PM
Filtering the grid (2023)
Filters On the top of the grid to the right there is an icon to open up the filters panel.  Click here and a slider will appear to the right of the scre...
Wed, 8 Nov, 2023 at 11:56 AM
Import Attachments (2023)
Upload attachments This option will only appear for template where an Attachment can be loaded i.e. Contract Notes, Documents, Alerts etc. Fig 8 -...
Tue, 19 Mar, 2024 at 11:34 AM
ID & Original System References (OSR)
Every record that is created within intelligentcontract has two unique references, the ID and the Original System Reference (OSR). When using the Imp...
Wed, 8 Nov, 2023 at 12:05 PM
Import data Cross Referencing (2023)
Cross Referencing Previously if you wanted to add a new record and link it to another new record you would normally do multiple Imports.  So if you had ...
Tue, 2 Apr, 2024 at 4:47 PM
Modifying Existing Data (Example) (2023)
The Import process can be used to mass modify data within your account.  This can be header information and also the linked tab information at the bottom of...
Wed, 13 Sep, 2023 at 12:01 PM
Using the User Import Process (2023)
The Import process provides an interface that allows the quick creation of multiple User records into Intelligentcontract.  If you have a large numbe...
Thu, 29 Feb, 2024 at 1:14 PM