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Import a template from Excel or CSV

Where: Trust Management → Third-Party Risk Management → Templates → Import, or Import inside a template's builder to add questions to it.

Who: admins, or members whose department has access to the TPRM module.

Steps​

  1. Open Templates and click Import.
  2. Click Download template to get the example spreadsheet, and fill in one question per row: the question text, answer type, weight and, for option-based questions, the options and their scores.
  3. Back in the Import dialog, enter the template Name and Category, and choose the File (Excel or CSV).
  4. Click Import.

If any row has a problem, the dialog lists it by row number ("Row 4: …"). Fix the file and upload it again.

Rules the file must follow​

  • Up to 500 questions per import.
  • Question text is required and must be 500 characters or fewer.
  • The answer type must be one of the supported types; text and file questions cannot have options.
  • Option-based questions need at least two options. Weights are whole numbers from 0 to 40, option scores from 0 to 100, and checkbox option scores must total 100.

After importing, check the weights total 100 and Publish the template. See Build a third-party assessment template.