At Tomorro, we know that switching to a new contract management tool can raise several questions:
What should I do with my existing contracts?
Will I lose information?
Do I have to re-enter everything manually?
Good news: you don't have to start from scratch.
Tomorro allows you to import your contract history (PDF and associated data) in a structured way, to centralize and easily leverage your information.
Before you start
Before importing, make sure your workspace is ready:
your contract types are created
your smart fields are configured
This ensures your data is correctly associated during import.
Choose your import type
Go to the Repository or a filtered view
Click on ⋯ in the top right
Click on Import contracts
You then have a choice between two options:
Bulk import of signed documents via CSV
→ import signed PDFs and associated dataCreate new contracts
→ import contract data only (without PDF)
Import signed contracts with their data
You import:
PDF files
associated information (dates, status, renewal, notice period, etc.)
Use case: complete migration from a previous tool
Steps
Select Bulk import of signed documents via CSV
Add the PDF files of your contracts
Download the automatically generated contract type Excel file
(Step 1)
Complete the Excel file
1 row = 1 contract
do not modify the structure
⚠️ Important:
column A contains the names of imported PDF files
do not modify these names
do not move or rename the files
Tips for filling in the file
leave cells empty if the information is unknown (do not put "0")
check the formats:
text for names
date for dates
number for numerical values
PDF association
column A contains the names of imported PDF files
do not modify these names
do not delete the column
otherwise, PDFs will not be correctly linked to the data
⚠️ Do not move or rename files on your computer/drive after importing them.
Information to fill in
Contract name
The contract name automatically generated in the template will not be used.
The contract will only take the name entered in column C of the Excel file.
Folder (column B)
Two options:
empty → automatic organization according to the dynamic storage rules defined in the contract type
custom path, for example: (ex: Folder/Subfolder)
Counterparty (counterparty name)
Status (DRAFT, NEGOTIATING, SIGNING, SIGNED)
from the dropdown list
Contract type (previously defined contract type)
from the dropdown list
Dates (start, end, signature)
in DD/MM/YYYY format
Notice period (value and unit: days/months)
if there is no notice period, leave the cell empty.
Renewal (TACIT or NO) and renewal duration
from the dropdown list
Smart fields
Respect the field type (date, selector, number, etc.)
Finalize the import
Download the file in
.xlsformatClick on Import the completed file
(Step 2)Verify the data
Click on Confirm and import
Contracts and their information are automatically created and organized in the Repository.
Import contract data only
You import:
contract data only
Use case: you don't have the PDFs yet or want to add them later
Steps
Select Create new contracts
Download the contract type automatically generated
(Step 1)
Fill in the Excel file with the required information
👉 same fields as the import with PDF, without the filesClick on Import the completed file
(Step 2)Verify the data
Click on Confirm and import
All contracts are created and organized in Tomorro.
Signed PDFs can be added later