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.
Would you rather have the Tomorro team handle the import of your contract history? Contact your account manager and discover our service catalog.
Which case are you in?
Recommended: I import my PDFs and let Oro extract the data → import the PDFs (minimal Excel file or email), then run bulk extraction from the Incomplete contracts view: Oro - Data analysis & extraction
I import my signed PDFs with their data → Import signed contracts with their data
I import data only (PDFs later) → Import contract data only
I forward a PDF received by email → Transfer documents by email
I store a single signed document → Store a signed document
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.
Also think about defining your folder structure and its access rights (Manage folders and their access). Annex files (Word, PPT, images) can be added to contracts as attachments.
Migrating from another tool?
Migrating from another tool?
Retrieve your contracts as PDF files and an Excel file with the associated data. Make sure the Excel contains a column with each contract's PDF file name: it is the most reliable way to match each data row with the right document. Centralize your files first if needed (Drive, SharePoint) and convert to PDF any file in another format.
Which contract types should you import with?
Which contract types should you import with?
Your real contract types (recommended): each contract benefits from the summary sheet, reminders, default participants and automatic filing of its type.
A generic type dedicated to the import: lets you start without waiting for all your types to be set up, but without filing by type. You can reassign the right type later: careful, reassignment has no retroactive effect (summary sheet, participants and reminders will need to be completed manually).
Imported signed contracts are not deducted from your contract quota.
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:
Mass upload of signed files by csv
→ import signed PDFs and associated data (the data file to complete is an Excel spreadsheet .xlsx)Create new contracts
→ import contract data only (without PDF)
You can also import signed contracts by email:
Transfer documents by email
→ send a PDF to a dedicated email address
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 Mass upload of signed files by 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
If your data comes from another tool, it is mostly a matter of aligning your columns with the Tomorro file: copy-paste and simple Excel formulas, no retyping.
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
use date-formatted cells (not text): a badly formatted date is not imported, including the signature date
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.)
For a multi-select list field: separate values with a semicolon (;), using the exact option labels
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
Transfer documents by email
You can also import signed contracts by sending a PDF by email, without using an Excel file.
Find your import address
Your import address is available in the Store a signed document modal, accessible from:
the Repository → Store a signed document button in the top right
the + New contract menu → Store a signed document
At the bottom of the modal, the Transfer documents by email section displays your import email address. Click Copy to retrieve it.
The import address is unique to your workspace. It follows the format your-workspace@import.tomorro.com.
How it works
Forward or send an email with at least one PDF attachment to your import address
The main PDF becomes the signed contract document. Other attachments are added to the contract.
Created contracts appear in the Incomplete contracts view
Then complete the contract information (name, contract type, dates, etc.)
Required conditions
The email must contain at least one PDF file as an attachment
The sender must be an authorized member of the workspace
Use case: quickly forward a contract received by email without downloading it first
For the complete workflow details (completing information, storing, tracking your signed contracts), see the article Store a signed document.
Do not confuse with a contract's email address
The import address (
@import.tomorro.com) is used to import new contracts into your Tomorro workspace.
A contract's email address (
@reply.tomorro.com) is used to track communications with the counterparty from the contract's Communications tab.
Did you import PDFs without their data? Oro can extract the key information from the Incomplete contracts view: see Oro - Data analysis & extraction.