CLMS 360 syncs contract records, obligations, and renewal schedules directly into Excel — no manual export, and no stale copies to reconcile later.
Most contract spreadsheets aren't wrong on day one — they're wrong by the second update.
A source contract changes; the exported copy in someone's inbox doesn't.
Retyping values from a PDF into a tracker is where numbers quietly drift.
Finance waits on whoever last pulled the report, instead of pulling it themselves.
Three teams, three spreadsheet versions, three different renewal dates.
Any field in a CLMS 360 contract record can be exported, and any spreadsheet column can be mapped on import.
Pull live data out for reporting and forecasting.
Parties, effective dates, value, and status.
Renewal, payment, and deliverable dates.
Rolled up for finance forecasting.
Bring existing trackers in, or bulk-update records.
Bulk import to seed your repository.
Map any spreadsheet column to a CLMS 360 field.
Import who approved what, and when.
A one-time snapshot for a specific report, or a workbook that refreshes on open or on a schedule.
A contract list, obligation schedule, or renewal pipeline — one click sends it to a workbook.
Static snapshot, or a workbook that refreshes automatically.
Pivot tables and forecasts sit on current values, not last quarter's copy.
Map columns to bring an existing tracker into CLMS 360.
Renewal cost exposure and payment forecasting.
Migrating a spreadsheet tracker into CLMS 360.
Vendor spend reporting from live contract data.
No add-in to deploy or approve separately.
Yes. Any view — a contract list, an obligation schedule, a renewal pipeline — can be exported in one click, or scheduled to refresh automatically.
Both are supported. A static snapshot, or a live-linked workbook that refreshes on open or on a schedule.
Yes. Bulk import for migrating existing trackers or vendor lists, with field mapping to your spreadsheet columns.
No. It's included natively as part of the core Microsoft 365 integration set.
Yes. Exports include raw fields rather than a fixed layout, so teams can build pivot tables and forecasts on live data.
A 20-minute walkthrough of exporting, syncing, and importing contract data.
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