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:
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.
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
Launch CLM Admin and click Bulk Import in the left-hand navigation.
Click the Templates tab. Names and descriptions of the objects supported for bulk import are displayed.
Select the checkbox corresponding to the object name to download the template.
You can download templates for multiple objects at a time by selecting all the required objects.
Click Download Template > Download as .CSV
A new window allowing you to save the compressed (zip) folder (containing the template) to your computer is displayed.
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
Prerequisite: Ensure that a .CSV file with the data to be imported is created.
Click the Data tab.
Click Upload Data.
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.
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.
The record is assigned Completed status if the data from the file is successfully created in the application. Else, it is assigned Failed status.
