DATE:
AUTHOR:
LeanIX Product Team
SaaS Management Platform: SMP

Flat file (CSV) import for contract management systems

DATE:
AUTHOR: LeanIX Product Team

To improve the visibility of all the SaaS and contracts, we now support flat file(CSV) import for contract management systems. Customers can now upload an export as a .csv file from their contract management systems like Ironclad, Conga, Gatekeeper, etc. Once the file is uploaded, we will:

  • Identify all the SaaS that is being used within the company

  • Add the newly discovered to the workspace

  • Match contracts to already discovered SaaS

  • Add contracts to the SaaS (both new and existing)

Customers can access this feature by clicking on the 'Import file' button under the discover integrations settings of the workspace and choosing 'contract management system' as the category and selecting the discover integration from the dropdown.

For more information on the Flat file import for contract management systems, please refer to LeanIX SMP user documentation. 

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