You can import bulk data for the following objects to Conga CLM application :

  • Accounts
  • Contracts
  • Contacts

The bulk data import process involves the following steps:

  1. Downloading a template for the object: The system provides a template for each object type to populate the data to be imported. A template comprises columns corresponding to the database fields required for inserting data for the object type.
  2. Uploading the data: You need to fill in the data to be imported into the template .CSV file for the relevant object and then upload the file.

To download a template

  1. Launch CLM Admin and click Bulk Import in the left-hand navigation.
  2. Click the Templates tab. Names and descriptions of the objects supported for bulk import are displayed.

  3. Select the checkbox corresponding to the object name to download the template.

    You can download templates for multiple objects simultaneously by selecting all the required objects.

  4. Click Download Template > Download as .CSV

  5. A new window to save the compressed (zip) folder (containing the template) to your computer is displayed.

  6. Browse and select the desired location. Click Save. The template is saved at the selected location.

    If you selected multiple objects for template download, a single compressed folder named ‘Templates’ is generated. You can extract the folder to get template files for each object.

To upload the data

Prerequisites

  • A .CSV file with the data to be imported is available.
  • For the lookup fields, you have provided Id values to uniquely identify the record. For example, for accounts, you have specified values for Account.Id and not just the values for Account.Name.
  1. Click the Data tab.
  2. Click Upload Data.

  3. Select the file that contains the data to be imported.

    You can upload multiple .CSV files for the same or different objects at a time.

  4. Click Upload.

A record is created for the file uploaded and is assigned Queued status. The record is assigned InProgress status when the conga-contracts-batch-worker processes it. Click the circular arrow () icon to refresh the file status.

The record is assigned Completed status if the data from the file is successfully created in the application. Else, it is assigned Failed status. Click information () icon and download ()icon to to view and download the error log, respectively. 

You can download the file with the data by clicking the filename.

To download the file error log

You can download error log of a file that has been processed i.e. a file with Completed or Failed status.

  1. Click the Data tab.
  2. Select the Filename checkbox.

    Note

    You can select multiple files at a time.

  3. Click the download () icon.
  4. Save As dialog box is displayed. Select the location and click Save.

    Note

    If you selected multiple files, the Save As dialog box is displayed separately for each file.

The error log is downloaded at the selected location in .CSV format.

To delete a file

You can delete a file that has been processed i.e. a file with Completed or Failed status.

  1. Click the Data tab.
  2. Select the Filename checkbox.

    Tip

    You can select delete multiple files together. Select checkboxes for the files to be deleted.

  3. Click the delete () icon.
  4. Click Delete to confirm deletion of the file.

The file is deleted from the system and no longer displayed in the list.