Agreedio

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Batch migration reduces first clean-up effort.

Batch migration helps a team move from folders or spreadsheets into reviewed agreement records. It shows files, maps columns, detects duplicates and keeps every date as a candidate until a person confirms the source and rule.

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Batch import · 5 files, 1 spreadsheetFictional sample
  • MSA_HarborPine_2026.pdf6 of 6 termsconfirmed
  • Fernhill_Cloud_Order_Form.pdf4 of 5 termssuggested
  • Larkspur_Payroll_Agreement.pdfNotice wording ambiguousneeds review
  • Bramble_Books_Terms.pdf5 of 5 termssuggested
  • register-2026.csv31 rows · column meanings keptmanual

Spreadsheet columns keep their meaning; imported dates are never auto-confirmed. Duplicates are reviewed, not merged silently.

Interactive preview · fictional sampleA batch-import review with mapped columns, duplicate warnings and unresolved rows.

01

Folders land in a review queue.

Selected files are grouped by candidate agreement and source. Processing status, unsupported formats and retries are visible before anything reaches the active register.

Batch import · 5 files, 1 spreadsheetFictional sample
  • MSA_HarborPine_2026.pdf6 of 6 termsconfirmed
  • Fernhill_Cloud_Order_Form.pdf4 of 5 termssuggested
  • Larkspur_Payroll_Agreement.pdfNotice wording ambiguousneeds review
  • Bramble_Books_Terms.pdf5 of 5 termssuggested
  • register-2026.csv31 rows · column meanings keptmanual

Spreadsheet columns keep their meaning; imported dates are never auto-confirmed. Duplicates are reviewed, not merged silently.

The queue separates processed files, failed files and records needing review.

02

Spreadsheets are mapped, not trusted.

A CSV or spreadsheet preserves column meanings and shows mapping choices. A cell called notice date does not become a monitored deadline until the user confirms the date rule and source.

Northline Studio · AgreementsFictional sample
6 agreements
AgreementCounterpartyOwnerTerm endLatest noticeState
Design retainerAGR-0142 · Statement of workAlder WorksCustomer30 Sep 20272 Jul 2027confirmed
Cloud hostingAGR-0139 · SubscriptionFernhill CloudVendor31 May 20271 May 2027confirmed
Payroll serviceAGR-0137 · Service agreementLarkspur PayrollVendor30 Jun 202731 May 2027needs review
Brand programmeAGR-0131 · Master services agreementHarbor & Pine FoodsCustomer31 Dec 2027no rule setmissing source
Contractor agreementAGR-0128 · Contractor agreementInes BaróVendor31 Mar 2027no rule setmanual
Accounting softwareAGR-0124 · SubscriptionBramble BooksVendor15 Nov 202716 Oct 2027confirmed
Mapped rows become register candidates, not confirmed records.

03

Duplicates require an explicit choice.

A suspected duplicate is reviewed against existing records. Re-importing SOW-S1 does not create another active Alder Works agreement unless the user deliberately chooses that outcome.

SOW-S1 — Alder Works · Review extracted termsFictional sample

Suggested from the document

0/6 confirmed
SOW-S1 § Term, p. 2
This Statement of Work commences on 1 October 2026.

Suggested from the document. Review before using this for monitoring.

Duplicate review compares source documents before an active record is created.

04

Failures are resumable and visible.

The flow reports failed rows, correction status and next steps so teams can resume without losing provenance.

Get started · Northline StudioFictional sample

One agreement, end to end

3/6

No agent, model, CRM or connector setup is needed to finish this list.

The migration checklist shows completed batches, unresolved rows and next steps.

How it works

How it works.

Everything here builds on the confirmed record: nothing is imported, briefed or exported without the source and the confirmation behind it.
  1. 01

    Select a folder or spreadsheet

    The flow starts from authorised files or a register export the user chooses.

  2. 02

    Preview files and map fields

    Users confirm what each column means and see unsupported formats before import.

  3. 03

    Review duplicates and errors

    Potential duplicates, failed rows and missing sources remain in an exception state.

  4. 04

    Confirm records one by one

    Source-backed facts, owners and date rules still need confirmation before monitoring.

What it does not do.

Focused by design. These stay out of scope so the product stays sharp.

  • It does not auto-confirm extracted dates, spreadsheet cells or owner assignments.
  • It does not make scanned, corrupt or unsupported files readable by promise.
  • It does not bypass connector permissions or source-review requirements.
  • It is not a custom migration service hidden inside a self-service subscription.

Related.

Common questions.

Start with your agreement platform.

Start a 7-day free trial, explore the fictional sample, and see how source-backed agreement work stays connected.

Start free trialTry the sample agreement