Importing & Exporting Data

In this course, you'll learn how to import and export data in Gatekeeper. We'll cover the following:

- Understanding Import/Export Date Format: Learn how to set the correct date format for importing and exporting data in Gatekeeper, and understand the global change implications
- Efficiently Import or Export Contracts, Vendors, and Users: Learn the process of importing and exporting data from Gatekeeper, including downloading import templates, following import rules, as well as performing bulk imports and exports
- Utilising AI Extract for Contract Creation: Learn how to utilise Gatekeeper's AI Extract feature to automatically extract metadata from PDF contract documents, enable AI Extract and create contract records using extracted metadata

In this course, you'll learn how to import and export data in Gatekeeper. We'll cover the following:

- Understanding Import/Export Date Format: Learn how to set the correct date format for importing and exporting data in Gatekeeper, and understand the global change implications
- Efficiently Import or Export Contracts, Vendors, and Users: Learn the process of importing and exporting data from Gatekeeper, including downloading import templates, following import rules, as well as performing bulk imports and exports
- Utilising AI Extract for Contract Creation: Learn how to utilise Gatekeeper's AI Extract feature to automatically extract metadata from PDF contract documents, enable AI Extract and create contract records using extracted metadata

Learn how to set your Import/Export date format (DD/MM/YYYY or MM/DD/YYYY) import or export data, use AI Extract, and verify imported/exported contracts, vendors, and users in Gatekeeper.