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Risk Assess Import Templates

Introduction

These Excel files may be used to import various items into Risk Assess. To import a file:

  1. Go to Admin > Integration and select the item you wish to import.
  2. Click the Browse button on your selection to locate and select the file for import.
  3. Double-click on the file for import or click the file once to highlight it, then click the Open button.
  4. Click the Import button on the Data Integration page to import.

Please delete columns that contain no data (do not leave required columns blank). Fields associated with columns that are empty may be unintentionally overwritten with blanks.    

Import templates

Template Description

Candidate Supplier Import Template
For customer Admin users who wish to support their business processes by bulk importing Candidate Supplier data into their Engagement record, the Candidate Supplier Import is available in Admin > Integration section > Candidate Supplier Import.
Candidate Supplier UDF Import Template For customer Admin users who wish to support their business processes by bulk importing data into User Defined Fields (UDFs) on a Candidate Supplier Object, the Candidate Supplier UDF Import is available in Admin > Integration section > User Defined Data Import.
Candidate Suppliers User Defined Object Import Template For customer Admin users who wish to support their business processes by bulk importing data into Candidate Supplier Objects, the Candidate Supplier UDF Import is available in Admin > Integration section > User Defined Object Import.
Compliance Program Import Template The Compliance Requirements Import Template can be used to import requirements into a compliance program via the Program Wizard.
Data Dictionary Field Culture Import Template Users have the ability to import data into the Data Dictionary via an Excel spreadsheet. The data import is broken down into three distinct imports to allow for better manageability and accuracy of the imports: Data Dictionary Object Import, Data Dictionary Field Import, and Data Dictionary Field Culture Import.
Data Dictionary Field Import Template Users have the ability to import data into the Data Dictionary via an Excel spreadsheet. The data import is broken down into three distinct imports to allow for better manageability and accuracy of the imports: Data Dictionary Object Import, Data Dictionary Field Import, and Data Dictionary Field Culture Import.
Data Dictionary Object Import Template Users have the ability to import data into the Data Dictionary via an Excel spreadsheet. The data import is broken down into three distinct imports to allow for better manageability and accuracy of the imports: Data Dictionary Object Import, Data Dictionary Field Import, and Data Dictionary Field Culture Import.
Engagement Import Template The Engagement Import template can be used to import Engagements via Admin > Integration > Engagement Import.
Engagements User Defined Field Import Template The Engagement User Defined Field (UDF) Import Template can be employed to import data into UDFs that have already been created for the engagement object in Risk Assess.
Engagements User Defined Object Import Template The Engagement User Defined Objects (UDOs) Import Template can be used to import data into UDOs that have already been created for UDOs associated with the engagement object in Risk Assess.

Extended Supplier Import Template
The Extended Supplier Import template can be used to import suppliers with locations, identifiers and User Defined Fields (UDFs) via Admin > Integration section.

This import is processed via a batch process, rather than a real-time process.

KPI and SLE Import Template This template can be used to import KPIs and SLEs into a performance program via the program wizard.
Locations User Defined Field Import Template The Locations User Defined Field (UDF) Import template can be used to import data into user defined fields that have already been created for the location object in Risk Assess.
Location User Defined Object Import Template This template can be used to bulk import data into User Defined Objects (UDOs) in Location Objects via Admin > Integration > User Defined Objects Import to support customer business processes.
Organizations User Defined Data Import Template The Organizations User Defined Field Import Template can be used to import date into our user defined fields that have already been created for the organization object in Risk Assess.
Organization Unit Import Template

The Organization Unit Import Template can be employed to import organizational units via Admin > Integration and can be used in any program type.

Product Import Template The Product Import Template can be utilized to create new products via Admin > Integration section in Risk Assess.
Products User Defined Data Import Template The Product User Defined Fields (UDFs) Import Template can be utilized to import data into UDFs that have already been created for the product object in Risk Assess.
Product User Defined Object Import Template This template allows Admin users to support their business processes by bulk importing data into User Defined Objects (UDOs) on a Product Object.
Program Enrollment Import Template The Program Enrollment Import Template is utilized to enroll suppliers and/or relationships into an Enterprise Program (compliance, performance, or risk) or Information Management Program.
Program Result Summary This XSL file may be used for your program results summary.
Program Result Summary with Comments

This XSL file may be used for your program results summary.

RapidRatings Setup Data This import file is for use with the RapidRatings integration. See the Risk Assess RapidRatings Reference Guide for more details.
RapidRatings UDF Import Template This import file is for use with the RapidRatings integration. See the Risk Assess RapidRatings Reference Guide for more details.
Relationship Import Template This template can be used to bulk import Relationship data into the application via Admin > Integration > Relationship Import to support customer business processes.
Relationships User Defined Data Import Template The Relationship User Defined Field (UDF) Import Template can be used to import data into UDFs that have already been created for the relationship object in Risk Assess.
Relationships User Defined Object Import Template The Relationship User Defined Objects (UDOs) Object Import Template can be utilized to import data into UDFs that have already been created for UDOs that are associated with the relationship object in Risk Assess.
Risk Program Import Template The Risk Requirements Import Template can be used to import requirements into a risk program via the Program Wizard.
Single Sign On (SSO) User Import Template Please use the User Import Template below.
Setup Data Import Template The Setup Data Import Template can be utilized to import setup data via Admin > Integration section, which will add values to various menus throughout Risk Assess (e.g., AddressType, Category, Geography, etc.).
Supplier Diversity Import Template The Supplier Diversity Import Template can be utilized to import diversity records for suppliers that have already been created in Risk Assess.
Supplier Identifier Import Template The Supplier Identifier Import Template can be used to import identifiers for suppliers that have already been created in Risk Assess.
Supplier Import Template The Supplier Import Template can be used to import suppliers via Admin > Integration section.
Supplier Location Import Template The Supplier Location Import Template can be utilized to import locations for suppliers already located within Risk Assess.
Supplier Market Import Template The Supplier Market Import Template can be utilized to import markets for suppliers already loaded in Risk Assess.
Supplier Principal Import Template The Supplier Principal Import Template can be used to import principals for suppliers that have already been created in Risk Assess.
Supplier Product Import Template The Supplier Product Import Template can be utilized to import supplier products via Admin > Integration section of Risk Assess.
Supplier Products User Defined Fields Data Import Template The Supplier Products UDF Import Template can be used to import UDFs for suppliers that have already been created in Risk Assess.
Suppliers User Defined Field Data Import Template The Supplier UDF Import Template can be used to import data into UDFs that have already been created for the supplier object in Risk Assess.
Suppliers User Defined Object Import Template The Suppliers User Defined Objects (UDOs) Import Template can be utilized to import data into UDFs that have already been created for UDOs associated with the supplier object in Risk Assess.
Third Party Bank Import Template The Third Party Bank Import Template can be used to import data into Third Party Bank fields that have already been created for the Third Party Bank object in Risk Assess.
User Defined Field Import Template

The UDF Import Template can be employed to import data into UDFs already created in Risk Assess. This template can be utilized for UDFs on the following objects:

  • Supplier
  • Relationship
  • Organization Unit
  • User
  • Location
User Group Import The User Group Import Template can be employed to import or assign users to a group that has already been created in Risk Assess.
User Import Template

The User Import Template can be used to import users via Admin > Integration section.

This template may also be used for Single Sign On (SSO) import.

User UDF Import Template This template can be used to import data into UDFs that have already been created for the user objects in Risk Assess.

 

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