Bulk Import with Migration Wizard
Import hundreds of contracts at once using DealView's Migration Wizard. Supports ZIP files and cloud storage.
DealView's Migration Wizard helps you import large volumes of contracts quickly.
When to Use Migration Wizard
Use the wizard when:
- Moving from another contract system
- Importing a large contract archive
- Setting up DealView for the first time
- Onboarding a new department or team
Bulk imports use your one-time migration credit first, preserving your monthly quota for ongoing work.
Starting a Migration
- Navigate to Contracts → Import
- Click Migration Wizard
- Choose your import source:
- Upload ZIP - Local file containing contracts
- Cloud Storage - Google Drive, OneDrive, Dropbox
- Folder Upload - Drag and drop a folder
Preparing Your Files
Folder Structure
DealView preserves your folder structure:
contracts/
├── clients/
│ ├── acme-nda.pdf
│ └── acme-msa.pdf
├── vendors/
│ └── supplier-agreement.pdf
└── hr/
└── employment-template.docx
Folders become DealView folders automatically.
Supported Formats
- PDF (including scanned)
- DOCX
- DOC
- TXT
File Naming
Good filenames help with organization:
Acme Corp - NDA - 2024.pdf✓contract_final_v3.pdf(less helpful)
Pre-Classification
After upload, the wizard shows a preview:
- File List - All detected contracts
- AI Classification - Predicted contract type
- Confidence - How sure the AI is
- Actions - Edit type, exclude from import
Review high-confidence predictions (green). Focus manual review on yellow/red items.
Editing Classifications
Click any contract to:
- Change the predicted type
- Add tags or notes
- Exclude from import
- Move to a different folder
Processing Options
Before starting the import:
| Option | Description |
|---|---|
| Run AI Analysis | Analyze each contract (uses AI operations) |
| Skip Duplicates | Don't import files already in DealView |
| Preserve Dates | Keep original file dates as upload dates |
| Email Notification | Get notified when import completes |
Monitoring Progress
During import:
- Progress bar shows completion percentage
- Real-time count of processed files
- Error list for failed items
- Estimated time remaining
You can navigate away - imports continue in the background.
After Import
When complete, you'll see:
- Total contracts imported
- AI analysis status
- Any errors or warnings
- Link to view imported contracts
Some files may fail due to corruption, unsupported formats, or extraction issues. Review the error list and re-upload if needed.
Import Limits
| Plan | Max Files per Import |
|---|---|
| Freemium | 25 |
| Starter | 500 |
| Professional | 2,000 |
| Enterprise+ | 10,000 |
For larger imports, split into multiple batches.
Tips for Successful Migration
- Clean up first - Remove duplicates and irrelevant files before import
- Organize folders - Create logical folder structure in advance
- Test small - Import a test batch of 10-20 files first
- Check quotas - Ensure you have enough AI operations
- Schedule wisely - Large imports can take hours; start during off-peak times
Troubleshooting
Import stuck?
- Check your internet connection
- Refresh the page (import continues in background)
- Contact support if stuck for over 30 minutes
Many errors?
- Check file formats are supported
- Ensure files aren't password-protected
- Verify files aren't corrupted
Missing contracts?
- Check the error list for excluded files
- Verify files are in supported formats
- Look in the correct folder