---
title: "Import contracts in bulk (file import)"
canonical: "https://support.mercell.com/space/MKB/196280329167/Import%20contracts%20in%20bulk%20(file%20import)"
format: markdown
---
[CLM]

## Bulk Importing Contracts via File Import


The **Contract File Import** functionality allows you to efficiently add a large volume of contracts and their basic information into the CLM system using a structured Excel template.

> ℹ️ This option will only be displayed if a mass import tool is connected to your organisation's Contract Management System and your user rights entitle you to import contracts


### Initiating the Import

To import contracts in bulk:

1. Click **"New contract"** in the top navigation.
2. Select **"Import contracts (file import)"** below it.


### Preparing the Import Template

The basis of the mass import is a specialised **Excel** file that must be filled out and uploaded to the system.


#### 1. Download the Template

- Click the **download icon** to download the **mass import template**.
- Select the required file format: **.xls** (for Office 97-2003 versions) or **.xlsx** (for newer Office versions).


#### 2. Fill in the Template Information

There is core information that must be filled into the downloadable Excel (up to column AB.

Ensure the columns marked with * are completed as mandatory


### Executing the Import

#### 1. Upload the Excel File

- Click the **"Upload"** button.
- Select the completed Excel file from your computer or drag and drop it into the download window.
- When the files appear, click **"Close"**.


### Handling Import Errors

If the Excel file contains information that does not match the system's established data (e.g., an incorrect contract type name), the mass import will **not succeed**.

- Click the **"Download as Excel file"** button to download a file containing the import errors.
- Make the necessary corrections to your original Excel file based on the error report, and then upload it again as an import file.


### Post-Import Measures and Default Settings

After the contracts are successfully imported, the system automatically applies the following settings:

|  |  |
| --- | --- |
| Setting | Default Value |
| **Contract Owner (Unit)** | Automatically becomes the unit data of the user who performed the import. |
| **Person Responsible for the Contract** | Automatically becomes the user who performed the import. |
| **Reading Rights** | Defined as **"all users under the organization."** |
| **Editing Rights** | Automatically held by the unit that performed the import and its contract manager, with the **"rights are inherited"** checkbox turned on. |
| **Metadata** | Type- and contract-specific inherited additional information, along with general information collected for all contracts, is automatically transferred. |
| **Publication** | Contracts are **not automatically published** in Contract Overview upon import. |

<span style="color: #97a0af">*Article Ref: 171020251003*</span>