Learn how to Bulk Add Third-Parties to your 6clicks platform.
Adding Third-Parties/vendors
Navigate to the Third-Parties module from the left navigation panel. Click More on the top right of the screen and then Import.
The Import Data modal will appear, this allows you to import a list of Third-Parties.
Click Download template to download the correct import template.
In the Excel document, add the details as per the Excel template.
Note - for Criticality, Inherent Risk, Geography, and Industry you must select from the pre-defined options in the app.
Custom Attributes
You can also import custom attributes using the bulk import functionality. Once you have set up the custom attributes for a Third-Party, you will need to add them to the import file. To do this you will need to add the code for the type of custom attribute, followed by a dash and then the name of the custom attribute.
For example, if a custom attribute is called Contact name, and it is free text, then the column name in the import file should be FT - Contact name. If the custom attribute is a drop-down with the name Priority, then the column name in the import file should be DD - Priority. Below is how they should be added to the Excel import file:
Below are the following codes for the attribute types:
- Free Text - FT
- Drop-Down - DD
- Multi-Select - MD
- Rich Text Editor - RT
- Date - DT
Once the column names have been defined, you can enter your data in each cell:
- For free text, you can add any text you like.
- For drop-down, you must enter the name of a selectable option in the defined dropdown list. The text must match identically and is case-sensitive.
- For multi-select, you must enter the names of a selectable option in the defined dropdown list separated by a comma (,). The text must match identically and is case-sensitive.
- For free text, you can add any text you like.
- For Date, use DD/MM/YYYY. Make sure the cell format is text.
Importing
Once you've finished creating the template, hit Browse in the Import Data modal and hit Upload to import your new Third-Parties.
Once uploaded, the companies will be added to your list of Third-Parties.
To learn more about third-party functionality in 6clicks, head here, or how to send assessments to your third parties, head here.