Exporting with the Migration Utility for the Clause Library
To export objects from one Salesforce Org to another using the Conga Contracts for Salesforce Migration Utility for the Clause Library, take the following steps:
- From the Salesforce app launcher, go to Conga CLM Setup.
- Under Import and Export Clause Data on the left side navigation menu, click Export.
- The records that require external ids are listed in this section. Click Generate External Ids if prompted.
- Click Export Configuration. The following confirmation message results: "Exported executed successfully". Click on Download Configuration file to directly download a JSON file for Importing with the Migration Utility for the Clause Library. There is also a File link to where this data is stored as a Salesforce file.
