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Bulk Import Third-Parties

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 Import on the top right of the screen.

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.