Bulk Import Of Issues

Use Import Issues to create multiple issues from a spreadsheet. AuditFindings accepts .xls, .xlsx, and .csv files.

Before you import

• Use one row for each issue and one field per column.
• Put field names in the first row.
• Remove merged cells, blank header rows, and decorative titles.
• Use consistent date formats.
• Add the destination audit on the Audits page before importing, if needed.
• For a large import, test a small sample first.

Import issues

1. Open Issues and select Import.
2. Choose the import mode.
3. Select the audit that should receive the imported issues.
4. Select an .xls, .xlsx, or .csv file.
5. Map each file column to the matching AuditFindings field. Map any column you do not need to Do Not Import.
6. Review the mapping and start the import.
7. Confirm the import completed successfully, then review the new issues.

Tip: Preserve identifiers with leading zeros by formatting that spreadsheet column as text before saving the file.