Introduction 👋
You can bulk-upload contracts into Juro, from a template, using a CSV file. This takes just five simple steps.
If you'd like to watch a demonstration of a bulk upload in action, you can view the short video below:
Step 1️⃣ : Create a template with the necessary smartfields 🏗️
To do this:
Add and name the smartfields you need to the template and leave them empty.
Publish your template.
Step 2️⃣ : Start the upload ⬆️
Go to Settings
Select Mass actions
Under the Upload your files heading, click Browse to add files.
Select the files you need from your computer and upload them to Juro.
Select the template you created earlier:
Download the Juro CSV sample by clicking on the sample link in the first step of the image below:
Step 3️⃣ : Fill in Juro's sample CSV 📄
In Juro’s sample CSV template, each column corresponds to the smartfields defined in the template. Each row you add represents a document that will be uploaded and each cell is the data that will be inputted into the smartfields. To get started:
Populate the cells you need, leaving empty the ones that you don’t, then;
Save the file and upload it into Juro by clicking Upload CSV (see the image above):
In addition, the bulk upload CSV sample has the following mandatory columns:
File name - this must contain the full file name of the uploaded document, including the ‘.pdf’ extension
Document name - this is the name you’d like the document to have in Juro. It can be a duplicate of the file name if needed
Status - this is case sensitive to “Fully signed” or “Uploaded”
Document owner - this should be the email address of the person who will own this document in Juro. If left blank, you will be assigned the document owner
Signing side #2 - this labels the counterparty in Juro
The signatory, approver and recipient email columns can be left blank as these are for documents we are still looking to execute. Any of the above fields can also be left blank.
Fields set as calendar fields within the template must have a YYYY-MM-DD format in the CSV cells (e.g. start date, termination date) to allow for the setting up of reminders. The content/inputs for other cells will depend on the field type set in the Juro template.
Step 4️⃣ : Check the import for any errors ⚠️
You can double-check the import results on the preview screen to make sure the data you need has been imported correctly. If something has gone wrong, you can amend the CSV and use the re-import CSV button to upload the corrected data.
Please note that if you have specified signatories in the CSV template for a document with Fully signed status, Juro will automatically delete them before creating documents (on the confirmation screen, such documents are marked with a yellow question mark icon and listed in a separate Notices tab)
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Additionally, if the bulk upload fails due to errors in the CSV, Juro will display an error page with the list of all errors. In order to see this list, you can hover your mouse cursor over the grey question mark icon on the right hand side of "Error with CSV file".
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Step 5️⃣ : Confirm the bulk-creation by clicking the Create X documents button ✅
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The import will be stored in the Mass actions section. Clicking the Show documents link lets you see the list of all imported documents in a specially prepared dashboard.
Special Characters 🔣
If your CSV upload contains special characters (e.g. !, @, #), you must save it as a UTF-8 file. To do this:
Click Save as
From the file format dropdown, select CSV UTF-8 (Comma-delimited)(.csv)
Select Save.
And that's everything! This process is the same across teams, so whenever you need to bulk-create documents in Juro just repeat the above steps in the relevant team.
You can learn more about troubleshooting your CSV import in our dedicated article
on that topic.
💁♀️ As always, our Support Team is happy to help you with anything further if needed. Start a chat with us right here by clicking the Intercom button in the bottom-right-hand corner of this page.
Alternatively, you can email your query to support@juro.com 🚀