You can export record metadata from both the Import and the Dashboard tabs. 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.
Use Case
Classics Inc. occasionally exports record metadata from the Dashboard tab to review and update contract details across its global subsidiaries. By exporting the data as a .xlsx file, the legal operations team can easily make bulk updates, such as correcting outdated fields or standardizing metadata, before reimporting it into Ironclad to maintain consistent and accurate contract records.
Permissions
| Features | Records, Dashboard, Imports |
| Permissions | Admin role |
Export Record Metadata from the Imports Tab
- Click the Imports tab to access your imported records.
- 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.
- Click More (indicated by three stacked dots) located in the top right corner of the page.
- Click Export metadata. The Export window displays.
- Select whether you want to Export data from Visible columns or All Columns.
- Select whether or not you want to Export amended values. To learn more about amended values, refer to the Contract Families Overview.
- Select the format you want to Export as. You can select from .csv, .json, or .xlsx.
- Toggle on/off whether or not you want to be emailed a copy of the report.
- Click Export. Ironclad will notify you that the export has started.
- Once the export is complete, the spreadsheet is downloaded to your device. You can also check your email for an additional download link.
Export Record Metadata from the Dashboard
- In Ironclad, click on the Dashboard tab.
- If you want to export a view, refer to Export a View.
- If you want to export specific workflows/records, select the boxes beside the workflows/records that you want to export. A menu displays at the bottom. Click Export, and continue to step 3.
- If you want to export all of your workflows/records, do not select any boxes.
- Click the three stacked dots located at the top right. Click Export view.
- Select whether you want to Export data from Visible Columns or All columns.
- Select whether or not you want to Export amended values. To learn more about amended values, refer to the Contract Families Overview.
- Select which historical data you want to include: Approvals, Turns, and Workflow Actions.
- Select the File Format. There are three options: spreadsheet (.xlsx), comma-separated values (.csv), and JSON lines (.jsonl). If you select to include other historical data, the only option is spreadsheet.
- Toggle on/off whether or not you want to be emailed a copy of the report.
- Click Export. Ironclad will notify you that the export has started.
- Once the export is complete, the spreadsheet is downloaded to your device. You can also check your email for an additional download link.
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