Importing & Exporting

Exporting Data (2023)
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...
Thu, 27 Apr, 2023 at 2:43 PM
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 ...
Tue, 25 Apr, 2023 at 12:12 PM
Importing Contract Term Data
The Contract Term field allows you to specify if a Contract's Term is a Type of None/Fixed/Recurring/Rolling and also additional information such as it...
Tue, 19 Mar, 2024 at 11:43 AM
Importing Contract Values
A Contracts value can be stipulated 3 ways during creation: Enter a fixed value - for example £1300.00 [Annual] Use Financials to calculate value - ta...
Thu, 6 Jul, 2023 at 11:10 AM
Country Code - Importing Parties
When importing parties, the country of the party can be specified. The import process requires that the country code is specified, rather than the full text...
Tue, 22 Mar, 2022 at 9:35 AM
Importing Security Groups and Sub Tab Security Groups
By default, every Sub Tab record inherits its Security Group value from the header.  For example, if you have set a Contract record to have a header Securit...
Thu, 21 Mar, 2024 at 12:25 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...
Tue, 25 May, 2021 at 1:39 PM