Import Vendors

Use Add Vendor → Import when you want to add multiple vendors at once using the Vendor Template.

From the sidebar, go to Risk → Vendor Risk, make sure you are on the Active tab, then click Add Vendor → Import.
 

Step 1: Download the Vendor Template

In the Import Vendors dialog, download the template:

1. Under Template, click Download.
2. Open Vendor Template.xlsx and fill in the required vendor details.
    
   

Step 2: Upload the completed template

Back in the Import Vendors dialog:

1. Under Upload, drag and drop your completed .xlsx file (or click to upload).
2. Confirm the upload to import the vendors.

After the import completes, the vendors are added to your Active vendor list.

Step 3: Edit vendor details after import

After importing, click a vendor from the Active list to open its details and update the same information as in Add a Vendor Manually, including:

• Basic vendor information (name, website, category, privacy/terms URLs, owner)
• Authentication details (authentication type, 2FA)
• Impact assessment (data types handled)
• Operational reliance and risk level