Exporting Data from Icertis Contract Intelligence

The Icertis Contract Intelligence (ICI) platform is a robust solution for managing the entire contract lifecycle. A key aspect of maximizing the value of your contracts is the ability to export data for analysis, integration with other systems, reporting, and various business processes. The platform offers several methods and functionalities to facilitate the extraction of contract data, ensuring users can access and leverage this critical information effectively.

Key Highlights of Icertis Data Export Capabilities:

Multiple Export Formats: Icertis supports exporting data in various common formats, including Excel (.xlsx), CSV, and PDF, catering to different needs and downstream applications.
Diverse Exportable Data: Users can export a wide range of data, including search results, report data, agreement attributes, and discovered clause data, providing flexibility in what information can be extracted.
Streamlined Integration: The platform facilitates data transfer to other systems through various connectors and bots, enabling seamless integration of contract data into broader enterprise workflows and analytics.

Methods for Exporting Data

Icertis provides several avenues for users to export data, depending on the specific information required and the intended use case. These methods are designed to be user-friendly and accommodate different levels of data extraction needs.

Exporting Search Results

A common need is to export data based on specific search criteria. The Icertis platform allows users to perform searches across contracts, master data, and other relevant document types, and then export the results. This is particularly useful for generating lists of contracts based on certain conditions or for performing ad-hoc analysis.

Steps to Export Search Results:

Access the Search functionality from any ICI page.
Define the desired search criteria to filter the contracts or data.
Execute the search to display the results.
Utilize the Export icon to select the preferred format, such as Excel or CSV.

Exporting Reports

Icertis includes a comprehensive analytics module that enables users to generate reports on various aspects of their contracts, such as cycle times, deviations, savings, risks, and expiry dates. These reports can be exported for further analysis, sharing with stakeholders, or integration into business intelligence platforms.

Available Report Export Formats:

Excel
CSV
PDF

The ability to export reports in these formats allows organizations to leverage the insights derived from contract analytics in various contexts.

Exporting Agreement Attributes

For specific agreements, users may need to export the associated attributes. This can be useful for various administrative tasks or for transferring key contract details to other systems. The platform allows for the export of these attributes in a desired format.

Exporting Discovered Clause Data

With the help of AI capabilities, Icertis can discover and extract clauses from uploaded documents during the contract digitalization process. This extracted clause data can then be exported, which is valuable for analyzing clause deviations, comparing clauses against standard libraries, and ensuring compliance.

Format for Exporting Clause Data:

Excel format

Leveraging AI and Contract Intelligence for Data Extraction

Icertis's strength lies in its AI-powered Contract Intelligence platform, which significantly enhances the data extraction process, particularly for unstructured or semi-structured contract documents. Automated tools, often powered by AI and machine learning, are used to extract specific data points from contracts, such as dates, financial terms, legal clauses, and party information. This automated extraction transforms contracts from static documents into structured, connected, and on-demand data.

AI Discovery and Extraction

The Icertis Discover Copilot, leveraging a combination of large language AI models and Icertis proprietary AI, assists in the seamless import of third-party and legacy contracts. It helps in discovering and extracting contract attributes and clauses efficiently. This is crucial for organizations dealing with a large volume of existing contracts that need to be digitized and integrated into the platform.

Visual representation of the Icertis CLM interface.

Structured Data Extraction

Beyond clauses and attributes, Icertis AI can extract structured data embedded within contracts, such as tables containing pricing, discounts, commissions, part descriptions, quantities, and SLAs. This type of data is often difficult to extract manually but is critical for various business operations and analytics.

Integration and Data Flow

Exporting data is often a step towards integrating contract information with other enterprise systems. Icertis facilitates this data flow through various connectors and integration capabilities.

Connecting Icertis with Other Systems

Icertis is designed with an API-first approach, allowing for the seamless flow of data in and out of the platform. This enables organizations to integrate contract data with systems such as CRM, ERP, and other business applications. Connectors and bots, like the Export to Icertis Contract Management Software Bot, streamline the process of transferring data between Icertis and other platforms like airSlate or DocHub.

Benefits of Data Integration

Integrating contract data with other systems provides several benefits, including:

Enhanced business intelligence by combining contract insights with data from other departments.
Automation of workflows by triggering actions in other systems based on contract data.
Improved visibility across the enterprise by creating a single source of truth for contract information.

Considerations for Data Export

While exporting data from Icertis is straightforward, there are some considerations to keep in mind to ensure a smooth and effective process.

Data Volume and Format

When exporting large volumes of data, consider the format that is most suitable for the intended use. CSV is often preferred for large datasets that will be used for analysis or imported into databases, while Excel is convenient for smaller datasets and reports that require formatting.

Defining Export Criteria

Clearly defining the criteria for data export, especially when using the search functionality, is essential to ensure that you extract only the relevant information. This saves time and resources and ensures the accuracy of your data analysis or integration.

Security and Permissions

Access to export functionality and the type of data that can be exported may be controlled by user permissions within the Icertis platform. Ensure that users have the necessary permissions to export the required data while maintaining data security and compliance.

The Value of Exportable Contract Data

The ability to easily export data from Icertis is fundamental to realizing the full value of contract intelligence. By making contract data accessible and portable, organizations can:

Gain deeper insights into contractual relationships and performance.
Identify and mitigate risks proactively.
Optimize commercial outcomes by leveraging data in negotiations and decision-making.
Ensure compliance with regulations like GDPR by tracking and managing personal data within contracts.
Improve operational efficiency by integrating contract data into various business processes.

Here is a summary table outlining the key export methods and formats available in Icertis:

Export Method	Description	Supported Formats
Exporting Search Results	Exporting data based on specific search queries across contracts and other documents.	Excel (.xlsx), CSV
Exporting Reports	Exporting data and insights generated from the analytics module.	Excel, CSV, PDF
Exporting Agreement Attributes	Exporting specific details and attributes associated with individual agreements.	Desired format (specified by user)
Exporting Discovered Clause Data	Exporting clauses extracted from documents through AI discovery.	Excel

Effectively utilizing these export capabilities allows organizations to transform their contracts from static legal documents into dynamic, strategic assets that drive business value.

Frequently Asked Questions

What types of data can be exported from Icertis?

You can export various types of data, including search results, report data, agreement attributes, and discovered clause data.

In what formats can I export data?

Icertis supports exporting data in formats such as Excel (.xlsx), CSV, and PDF, depending on the specific export function.

Can I automate data export from Icertis?

Yes, Icertis's API-first approach and integration capabilities allow for automated data transfer to and from other systems using connectors and bots.

Is it possible to export data from legacy contracts?

Yes, Icertis's AI-powered digitalization process helps extract data from legacy and third-party contracts, which can then be exported.

How does AI assist in data extraction?

AI helps in discovering and extracting clauses and attributes from unstructured documents and can also extract structured data like tables, making the data extraction process more efficient and accurate.