Don’t start over
If you already keep a contract list in Excel, it’s valuable: it records which contracts exist, who they’re with and roughly when they end. Moving to a contract tool shouldn’t mean typing it all in again.
Tidy the columns, not the rows
Make sure the first row has column names, one contract per row, and dates in one consistent format. Don’t worry about gaps: a row with only a title and a counterparty is still worth importing.
Import and map once
In ContractSorted, choose Import spreadsheet and drop in the file. Column names in English and German are matched to fields automatically: title, counterparty, type, start, end, notice, value. Check the mapping, choose whether to create missing counterparties, and import.
Attach the files as you find them
Every imported contract can exist without its file. When you find the signed PDF, attach it, and it’s read and analyzed, while everything you imported stays as you had it.
Fill the gaps from the documents
Upload the contracts you have that aren’t on the list yet. They’re read, matched to their counterparties and added. Within a few days, the register is more complete than the spreadsheet ever was.
Retire the spreadsheet
Once the important contracts are in, stop updating the spreadsheet and tell the team where contracts live now. Export to Excel whenever someone still needs a spreadsheet: the data is always one click away.
WORK THROUGH IT
Your checklist
Adapt it to your contracts. Or let ContractSorted do most of it: start free.