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Best Practices for Bulk Import

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This section describes the format of the import file (.xls) for all the entities and the general best practices recommended for bulk import. You must ensure that column and field names in the excel sheet are same as the field names derived from the import configuration.
 
It is recommended to export the existing entity to get a properly formatted .xls file which can be used for import purposes with new or updated data. 

Customers 

Legal Name and Country are required fields to import Customer data into CLM.

Legal Name and Customer Name can have same or different values. These values can be used for looking up the customer in Contract Editor > Details. For Example: If Legal Name is ‘ABC Limited’, Customer Name can be repurposed as a different field (customer id) to store ’1234’ as the value.


Contacts 

First Name, Last Name, Email, and Language are required fields to import customer’s contacts into CLM. To associate a contact with a customer, you must first import the customer list and then when importing the contact, you must provide the Customer Name in the Contacts .xls.

Supported Languages are: English, German, Spanish, French, Japanese and Italian.



Clauses 

Name and Clause Category are required fields to import Clauses into CLM. You must create Clauses Categories before importing the Clauses under a Clause Category. Go to Setup > Contracts > Clause Categories to create a Clause Category. The FilePathDocuments column must list the name of the file that contains the clause content.



Test.docx (Example)


Fields 

Name, Label, Field Type, Field Category, and the Auditable columns are required to import custom fields into CLM.

Field Categories must be created before importing the fields under a category. Go to Setup> Fields> Field Categories to create Field Categories.




Contracts with Documents 

Important guidelines to import Contracts with Documents:

  • Import sheet must have a column with label File Path listing the documents to be uploaded.
  • Only one document name must be specified in the file path column. It should be .doc/.docx version document
  • Full document name along with file extension must be specified in the column File Path
  • Folder structure must be maintained without any nested folders 
  • Id, LegalName, External Status, Owner are optional fields
  • Refer Using File Path to Upload Documents for information on File Path.


Contracts with Attachments 

Important guidelines to import Contracts with Attachments:

  • Import sheet must have a column with label File Path listing the attachments to be uploaded.
  • Full attachment name along with file extension must be specified in the column File Path
  • Folder structure must be maintained without any nested folders 
  • Id, LegalName, External Status, Owner are optional fields
  • Any number of files of any type can be attached to a contract. Make sure you follow the syntax while attaching multiple files on a single contract. 
  • Refer Using File Path to Upload Attachments to know how to rename files while uploading the files as attachments.