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Importing scope assignments

Roles and permissions

  • Only administrators can import scope assignments

Note

Currently, it's only possible to edit existing scope assignments via CSV import. Additionally, Hyperproof supports one scope per control in the CSV import. Improvements to the scope assignment import process are ongoing.

If your organization has a large number of scope assignments to link to controls, you can import them into Hyperproof via CSV.

Note

The steps on this page walk you through importing scope assignments that are linked to controls. If you want to import just scopes, refer to Importing scopes.

Tip

Adding additional information does not overwrite existing data. During the import, Hyperproof searches for any exact data identifiers. If it doesn’t find any, it treats the data as new. If it finds a match, it updates the existing data.

Step One: Downloading the example CSV

The easiest way to start importing scope assignments is by downloading Hyperproof’s example CSV. The example CSV file provides the exact template for successfully importing scope assignments into Hyperproof.

  1. From the left menu, select Settings.

  2. Select Controls.

  3. Click Import.

    The Import controls window opens.

  4. Click Download the example CSV.

Step Two: Editing the CSV

Replace the contents of the example CSV file with your own scope assignments. Be sure to follow the format of the example file, as well as the instructions on the page, to ensure that your scope assignments can be successfully imported.

Note

The CSV must contain ALL headings listed below even if they are optional. Keep in mind that headings are case-sensitive!

 

Below is a snippet of a sample import file.

example-csv-controls.png

Step Three: Importing the CSV

After you’ve made the necessary changes to the CSV, it can be imported into Hyperproof.

  1. Drag and drop the CSV file into the Upload CSV File field, or click Select file to upload to upload it manually.

  2. Click Import.

    Hyperproof checks the CSV to ensure that there are no errors. You’ll be alerted if Hyperproof encounters any errors.

  3. If Hyperproof didn’t detect any errors, click Next. If Hyperproof detected errors, do one or both of the following:

    1. First, use the Error viewer to identify the errors. Second, correct the errors directly in the CSV. This ensures that the CSV is up-to-date should you need to re-import in the future.

      Tip

      Use the forward and backward arrows to cycle through the errors. The Error viewer gives specific information on what needs to be corrected.

    2. Remove rows that contain errors by clicking Remove all rows with errors. Note that this doesn't remove any data in the actual CSV.

  4. Click Next.

    The CSV is imported.