You need the System Settings Adminpermissionto migrate data, which involves exporting data from a previous version of the software, and then importing the exported data into the most recent version of the software. This is necessary if your company is hosting the software on their server, instead of using theContractsserver. Your company's software should be synchronized with the current version of the software wheneverContractsmakes a major upgrade, which is usually every 3-4 months.
Exporting and Importing System Data
Contractshas a new and simplified user interface for exporting and importing data.
You must export the data added to your instance ofContractsbefore synchronizing the software or data will be lost, such as additional forms, workflow templates, and list items. Once your company's software has been successfully upgraded to the new release, you must import the exported data.
The Import and Export tools are accessible in System Settings under the Administration section of Conga Contracts.
Exporting Data
Data export must be performed prior to the synchronization of your software with the software currently running on the URL forContracts.
Importing Data
The import of exported data is performed after the synchronization of your Conga Contracts software with the most recent version ofContracts.
To import data intoContractswith the Import tool, click theChoose Filebutton and select the file containing the data. Once selected, click theImportbutton to successfully import the data from the file.