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...
Mon, 13 Sep, 2021 at 7:52 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
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
Importing Contract Term Data
With the release of the new Contract Term field, you can now specify if a Contract's Term is a Type of None/Fixed/Recurring/Rolling and also additiona...
Mon, 10 Feb, 2020 at 4:49 PM
Importing & Security Groups
By default every record held within a sub tab of a record inherits its Security Group from the header setting. For example, if you have set a Contract...
Mon, 12 Apr, 2021 at 3:23 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