Tools menu in the user panel top right corner of the screen gives us the option to do bulk data upload in CSV files (Assessments, Organisations, Contacts).
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This page is a guide to bulk upload of Contacts/Organisations. If you would like to upload assessments in bulk, please see this guide. |
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If you would like to upload Organisations, Contacts and Assessments at the same time, make sure that you are uploading all of the CSV files at the same time and then click on ‘Validate CSV file(S)’. If you will try to upload those separately you may come across errors as the data won’t match. |
Data upload tool allows you to add Organisations/Contacts/Assessments in bulk but can be also used as a tool to update information on the system in bulk (e.g. changing email addresses, name of the person responsible within the organisation etc). To find out more about updating information in bulk click here.
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defaultScorecard - this are scorecard id names - please contact support@rizikon.io to get the id’s to put in these fields
tags - more information on how to update/add system tags in bulk in here.
When you have the files that are ready to upload, click on the ‘Validate CSV file(s)’ button to validate the files and check for errors before it will be uploaded into the system. The system won’t let you upload if there are any errors in the file. Check your upload content and you can either go back to change it or go ahead and upload it.
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