Import a questionnaire from a spreadsheet

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 2 Minuten Lesedauer

    • If you maintain questionnaires using Microsoft Excel spreadsheets, you can save time and effort by importing your spreadsheet data directly into TPRM tables. You can then create questionnaires automatically from templates.

    Vorbereitungen

    Role required: sn_vdr_risk_asmt.vendor_risk_manager

    Warum und wann dieser Vorgang ausgeführt wird

    Before you import questionnaires, you must validate that the data in the spreadsheet meets certain requirements. To assist you before you import the spreadsheet, you can review the formatting requirements and view or download a sample spreadsheet to use as a guide. See Guidelines for importing spreadsheet data.

    You can specify the following property settings:

    Text delimiter in spreadsheets [sn_vdr_risk_asmt.excel_choice_delimiter]

    Character string that separates response text in questions of type ‘Choice’ and ‘Multiple Selection’.

    Common delimiters: \r, \n, \t, \r\n, and the comma character.

    Maximum spreadsheet file size [sn_vdr_risk_asmt.excel_file_max_size]
    Maximum file size in MB that can be imported.

    See Configure TPRM properties.

    Prozedur

    1. Navigate to All > Third-party Risk Management > Assessment Setup > Questionnaire Templates or to Third-party Risk Management > Tiering Setup > Tiering Questionnaire Templates.
    2. Select Import from Excel to open the Import Questionnaire Template form.

      Assessment metric types.

      Import questionnaire template.
      Hinweis:
      You can review the formatting requirements and view or download a sample spreadsheet to use as an example. Referencing a sample file can help you ensure that you are using values in the expected format.
    3. Perform any or all of the steps in the Prepare your Excel file section:
      • Select Download sample file to download an active worksheet that is properly formatted for import into Third-party Risk Management. You can use the sample as a guide for reformatting your own spreadsheet, or you can copy data from your spreadsheet directly into the sample.
      • Select View sample to open an image of a properly-formatted worksheet. You can compare this with your existing worksheet to validate that it contains the same columns and question formats.
      • Select Format guidelines to view Guidelines for importing spreadsheet data.
    4. When your spreadsheet is ready for import, either drag it into the Drop an Excel file here box, or select Choose File, navigate to your Excel file, and then select Open.

      Errors and warning appear if the file is formatted incorrectly. You must fix all errors before the questionnaires can be imported. You can import a file that has only warnings, but there might be issues in the resulting question data.


      Errors and warnings for an incorrectly formatted spreadsheet.
      Hinweis:
      If there are warnings, you can continue with the import, but issues might arise. Consider fixing all errors and warnings before you import questionnaires.
    5. After you have fixed errors and warnings, enter a name for the template, and then select Import.

      The name must be unique. The name defaults to the worksheet name in your spreadsheet.

      A confirmation pop-up displays the imported questionnaire.

      Metric categories.
    6. You can expand a category to view the questions in each category.
      Expanded metric category.