Importing & Exporting

Importing Data
Data currently kept within excel or CSV files can be imported into the system, saving you the time it takes to enter each one manually.  In order to import,...
Tue, 16 Jul, 2019 at 10:55 AM
ID & Original System References
ID's and Original System References (OSR) Every record that is created within intelligentcontract has two unique references, the ID and the Origina...
Thu, 12 Sep, 2019 at 11:47 AM
CSV Files
intelligentcontract uses CSV files to Export and Import data.  This article explains the aspects of a CSV file and how the data must be presented to ensure ...
Thu, 12 Sep, 2019 at 1:33 PM
Creating Links using CSV files
The Import process can be used to mass link records together such as linking People or Parties to Contract records.  After the Import process is complete th...
Thu, 12 Sep, 2019 at 1:45 PM
Importing Contract Documents
If you wish to Import all your existing Contract Documents, this can be achieved via our Import process. intelligentcontract uses CSV files to upload the Co...
Tue, 13 Oct, 2020 at 5:50 PM
Importing Errors
Part of the Import process is to validate the data you have contained within your CSV file.  Sometimes there will be errors that the system will inform you ...
Fri, 6 Jul, 2018 at 5:24 PM
Exporting Data
Our intelligentcontract solution provides you with the tools to export all your data into a series of Excel spreadsheets and a zip file of documents for bac...
Fri, 25 Sep, 2020 at 4:51 PM
Summary of Options for Integrating Data with Intelligentcontract
This article describes an overview approach to integrating intelligentcontract with other systems, contact us on 0333 3443905 or at support@intelligentcontr...
Fri, 15 Jun, 2018 at 10:26 AM
Using the User Import Process
The Import process provides an interface that allows the quick creation of multiple User records into Intelligentcontract.  If you have a large numbe...
Mon, 12 Oct, 2020 at 7:36 PM
How do I replace a Person?
When maintaining your Contractual data using intelligentcontract there will be times when responsibility for a Contract or another related item may need to ...
Wed, 20 Nov, 2019 at 1:47 PM