This article will walk you through how to export record metadata from Ironclad.
Exporting records metadata from Ironclad helps you keep your contract data accurate and up-to-date. It’s a simple way to make bulk updates and maintain data integrity. You can export your data as a .csv, .json, or .xlsx.
Export Record Metadata
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Click the Imports tab to access your imported records.
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Use the search bar or filters to locate the import records you want to export. Select the records by clicking on the checkboxes next to each record.
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Click More (indicated by three stacked dots) located in the top right corner of the page.
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Click Export metadata. The Export window displays.
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Select whether you want to Export data from Visible columns or All Columns.
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Select the format you want to Export as. You can select from .csv, .json, or .xlsx.
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Toggle on/off whether or not you want to be emailed a copy of the report.
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Click Export. Ironclad will notify you that the export has started.
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Once the export is complete, the spreadsheet is downloaded to your device. You can also check your email for an additional download link.