This topic will walk you through how to update the metadata of records in the Repository by editing the values in an exported spreadsheet outside of Ironclad and importing the updates back into Ironclad.
In the repository select perform a search, apply Filters, and/or load an existing Saved View in the Ironclad Repository to collect all of the Records you’d like to modify. Select the More menu on the right side to use the Export metadata option to download an export of the associated metadata.
Update the Spreadsheet with New/Additional Data
Open the downloaded file with your preferred spreadsheet editor (e.g., Excel) and make any desired modifications to the metadata.
Renaming a Record Property Name
As an example, suppose you’d like to update all of your Counterparty Legal Name fields to title case. You’d simply create a new column, apply the formula, confirm its correctness, and delete the former column. Be sure to re-add the related column name if you add any columns for editing purposes.
Other examples include of updates to make in a spreadsheet include performing calculations (e.g., adding two property values together) or converting between data types (e.g., from Yes/No to Text). In these cases, you’ll need to ensure that the sum property or converted data type property exists in the Repository. If not, consult the Update Workflows step.
In addition, please ensure that the sheet you are modifying is the first (and preferably only) sheet. The metadata import tool will only identify the first sheet in the spreadsheet.
Save the modified spreadsheet and upload it into Ironclad using the Metadata Imports tool to apply the changes to your existing records.
It is helpful to include a brief description of your changes in the filename for future reference.
Bulk Update with Metadata
Map Headers to Properties
To apply the data to the appropriate columns, be sure to map the properties in Ironclad to the headers in the spreadsheet.
You’ve now successfully updated your existing records to include the desired metadata in the most useful format. To ensure that records created from future workflows automatically store the data in this fashion, it is important to update your workflow configurations as well.
Helpful updates to your workflows include:
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