Introduction to CSV Imports
Learn how to use CSV imports to import multiple items at once.
There are three ways in which you can create items (Risks, Controls, Etc) in eramba:
- Web forms
- CSV Imports
Most users will use CSV imports when they are starting to implement eramba because Spreadsheets are easy to work with and quicker than creating items one by one using web forms. The CSV import has some limitations:
- CSV imports are used to create data in eramba, not to update existing data (with the exception of the Compliance Analysis module).
- CSV imports do not check what data is on the software, so if you upload the same CSV import twice, you will duplicate data on the system.
Most modules in eramba have import functionality under “Actions” and “Import”.
When you click on the Import functionality you can download the CSV templates eramba needs you to complete for that module. You can download the template and open it on your Spreadsheet application (Excel, Etc).
The CSV template has a first row explaining what input is expected on each column. You must follow these instructions carefully, in particular:
Optional or Mandatory: you can leave “optional” fields empty, but mandatory must be completed
Date Format: the date format must be followed in detail, most times is YYYY-MM-DD, for example “2021-04-12”
Multiple Values: some columns accept more than one value, for example “Tags”. You might want to provide more than one value, for this you use the “|” (pipe) character.
ID’s Vs. Names: sometimes you will be explained you need to use numbers instead of names, so follow this carefully.
Once you have created your CSV import you can click on Import and try importing it. Eramba will check if the file is correct and let you know of any issue.
Once the CSV has rows correctly formatted you will be able to import the file.