How to Import and Export Data in Vendor Pulse

Vendor Bulk Import

Navigation: Sidebar > Vendors > Bulk Upload

Importing Vendors from Excel

On the vendor list page, click the Bulk Upload option.

Click Download Template to get the Excel template.

The template includes columns for all vendor fields (name, domain, industry, tier, SPOC details, etc.).

Fill in vendor data — one row per vendor.

Upload the completed file.

The system validates and creates vendors from the uploaded data.

> Note: The template includes dropdown columns for Manager and Business Owner fields, pre-populated with your organization's user list.

Exporting Vendors to Excel

On the vendor list page, click the Export option.

All vendor data is downloaded as an Excel (XLSX) file.

MasterVault Template Import/Export

Navigation: Sidebar > MasterVault

Importing a Template from Excel

When creating a new template, you can upload an Excel file to bulk-create the template structure (categories, subcategories, questions) in one step.

Click Add Template and select the upload option.

Upload the completed Excel file.

Downloading a Blank Template

Click Download Template to get the blank Excel template for creating templates.

Fill in the structure: categories, subcategories, and questions.

Exporting an Existing Template

On a template's page, click the Export option.

The template (with all categories, subcategories, and questions) is downloaded as an Excel file.

This is useful for sharing templates between organizations or for backup.

Assessment Response Import/Export

Navigation: Vendor Details > Assessment Process > [Select Assessment]

Exporting Assessment Questions

Open a vendor's assessment.

Click the Export option.

Choose to export:

All questions — complete questionnaire

Incomplete questions only — questions not yet answered

Completed questions only — questions already answered

The questions are downloaded as an Excel file.

Importing Assessment Answers

Open a vendor's assessment.

Click the Import option.

Upload the completed file with answers. Supported formats:

Excel (.xlsx) — answers filled in the exported template

CSV (.csv) — comma-separated answers

ZIP — Excel/CSV with attached evidence files bundled together

The system maps answers to their corresponding questions.

> Tip: The ZIP import is powerful — bundle your answer spreadsheet with evidence files (PDFs, documents) in a single ZIP file, and the system will attach evidence to the correct questions automatically.

Knowledge Base Import/Export

Navigation: Sidebar > ZIN Advisor > Knowledge Base Tab

Importing KB Entries

On the Knowledge Base page, click Import.

Download the template first (VendorPulse_KB_Template.xlsx).

Fill in Q&A pairs in the template.

Upload the file. Supported formats: .xlsx, .csv, .docx, .pdf.

Adding Entries Manually

Click Add to create individual Q&A entries.

Enter the question, answer, and tags.

Supported File Formats Summary

Feature	Import Formats	Export Format
Vendor Bulk Upload	XLSX	XLSX
MasterVault Templates	XLSX	XLSX
Assessment Answers	XLSX, CSV, ZIP (with evidence)	XLSX
Knowledge Base	XLSX, CSV, DOCX, PDF	—

Troubleshooting

Issue	Solution
Import fails with validation error	Ensure the file matches the downloaded template structure exactly. Do not rename columns.
Vendor bulk import exceeds limit	Check your plan's vendor limit. Bulk import respects entitlement restrictions.
ZIP import not recognizing evidence files	Ensure evidence files are in the root of the ZIP alongside the spreadsheet. File names should match references in the answer sheet.
Export downloads an empty file	Ensure there is data to export. Check filters — you may be exporting a filtered empty set.
Template download not working	Try a different browser. The template is an Excel file that requires a compatible viewer.