You can batch-import comma-separated value (CSV) files. This can be useful for making global changes to large data sets or for importing existing data sets.
Note
Work with Conga Customer Success to enable this feature and use it effectively.
To import a CSV file
Under Admin in the left navbar, click CSV Import ().
Click the Upload bar, then CHOOSE FILE and select a CSV-formatted file from your local file system.
Click the Mapping bar and select the CSV file or files you uploaded.
Select the fundamental terms, key terms, and tags from the CSV file that you will map to the fundamental terms, key terms, and tags in Contract Intelligence (Standalone). To be accepted, a tag must be mapped to a corresponding field in Contract Intelligence. If there is no corresponding mapping target for the import term, deselect it.
Click the Data Override Rules bar and decide whether the import will override data already in the Contract Intelligence (Standalone) database. This is a potentially destructive choice. Be sure before you select it.
Click the Import bar and the IMPORT button. You are prompted to confirm.
Enter IMPORT (in all capitals) in the text entry box to confirm your decision, then click the IMPORT button.
Click FINISH.
You can review CSV import history by clicking the HISTORY tab at the top of the page.
