- Contract Migration Introduction
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Contract Migration Overview
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Migration Roles and Responsibilities
- Phase 1: Scope the Migration
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Assess Current State and Define Future State
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Select Import Method
- Phase 2: Prepare for the Migration
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Prepare Ironclad Account
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Organize Contract Documents
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Organize Contract Data
- Phase 3: Execute the Migration
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Migrate Contracts with Smart Import
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Migrate Contracts with Metadata Import
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Migrate Contracts with the API
- Wrapping it Up
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Course Summary
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Course Feedback
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What's Next
Migrate Legacy Contracts to Ironclad
Migrate your organization’s legacy contracts and data into Ironclad with the available import methods.
When you complete this course, you will be able to:
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- Compare Smart Import, Metadata Import, and API import methods
- Select the best import method(s) according to your data requirements, Ironclad goals, and current-state constraints
- Prepare contract documents, contract data, and your Ironclad account for import
- Migrate contracts with Smart Import
- Migrate contracts with standard/metadata import
- Migrate contracts with the Ironclad API
Time Commitment: 40 Minutes
Audience: Ironclad Admins
Suggested Prerequisites: Navigating the Repository, Repository Permissions and Notifications
Do you have legacy contracts that were executed prior to your organization’s use of Ironclad?
Ironclad offers a variety of import methods that can support your organization’s migration of these legacy contracts to Ironclad, so it can serve as your complete contract source of truth moving forward. These methods are: Smart Import, Metadata Import, and API imports.
This course will cover how to effectively scope and plan for your chosen method(s) of migration, as well as how to execute each method successfully.
This course was last updated on 02/15/2024
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