Importing Metadata into Repository

Importing metadata from CSV or Excel makes it easy to update Repository in bulk, which is especially helpful for migrations and large contract sets. Instead of entering values one by one, teams can bring in existing data quickly and efficiently, saving time and streamlining setup.

In your Repository, click the AI Field button.

Select Import Metadata.

Upload the relevant file, then click Continue.

Set the data layout, then click Continue.

Configure the Import settings.

Confirm the import

Your data will be imported successfully.

Watch the process in action below.