Importing a questionnaire

Roles and permissions

The following roles can import a questionnaire:

Administrators who are members of the Vendor Register
Compliance managers who are members of the Vendor Register
Users who are members of the Vendor Register

The easiest way to start importing your own questionnaire is by downloading Hyperproof’s example CSV. The example CSV file provides the exact template for successfully importing a questionnaire into Hyperproof.

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

From the left menu, select Vendors.
Select the Questionnaires tab.
Click Import.
The Import questionnaire window opens.
Select the Create new questionnaire radio button.
Below New questionnaire name, enter the name of the questionnaire.
Click Next.
Click Download the example CSV.

Step Two: Editing the CSV

Replace the contents of the example CSV file with your own questionnaire. Be sure to follow the format of the example file, as well as the instructions on the page, to ensure that your questionnaire 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!

Heading
Section	If included, all questions in the questionnaire must have at least one section. No special format is required. For example, both 'Section 1' and 'Asset Management' are acceptable section titles. This is an optional field.
Question ID	Should contain a question ID that's unique to your organization. This field is required. Tip: If the question ID is not unique, this row is skipped.
Question type	This is the type of question. This field is required. Single-select - A drop-down list of values where only one value can be selected. Multi-select - A drop-down list of values where multiple values can be selected. Single-select with explanation - Same as single-select but with space for optional free text. Multi-select with explanation - Same as multi-select but with space for optional free text. Open text - Free-form questions that allow the respondent to answer in an open-text format. Proof upload - The only answer needed is an attachment (of proof).
Question content	This is the question itself. This field is required.
Possible answers	This field is required for single-select and multi-select questions. If you have an answer that has commas within it, add a backslash ( \ ) before the comma. For example, Red,Blue,Green\,Purple\,Orange,Yellow shows up as: Red Blue Green, Purple, Orange Yellow
Required?	This field defaults to 'Not required'. If the question is required, the field should contain Yes.
Answer scores	This field defaults to 'Not set'. If a score is required, it must be between 0 and 1, inclusive. Tip Scores can be between 0-1, inclusive—i.e. 0, .5, 1. For multi-select questions, the scores can be additive up to 1, e.g. .2, .2, .3, .3. An error is shown if the values add up to more than 1.
Question weight	This field defaults to '0'. Must be a positive integer. e.g. 3. Refer to Using weighted questions for more information.
Conditional questions	Specifying conditional questions allows you to gate questions within the same section and only display them if the question is responded to with a specific possible answer. This is an optional field. Gating questions work with single-select and multi-select question types. Single-select example Format: `{possible answer}:{question identifier}` In the sample CSV snippet below, question ID.AM-1 is a gating question with two possible answer choices: 'Yes' or 'No'. Because the data in the 'Conditional questions' field is `Yes:ID.AM-2`, if the respondent answers 'Yes', they'll be directed to question ID.AM-2. If the respondent answers 'No', they won't be shown question ID.AM-2. Multi-select example Format: `{possible answer}:{question identifier}, {possible answer}:{question identifier}` In the sample CSV snippet below, question ID.AM-3 is a gating question with four possible answer choices: A, B, C, and D. Because the data in the 'Conditional questions' field is `A:ID.AM-4`, `C:ID.AM-4`, if the respondent answers with A or C, they'll be directed to question ID.AM-5. If the respondent answers with B or D, they won't be shown question ID.AM-5. Refer to Using gating questions for more information.

Below is a snippet of a sample import file.

Step Three: Importing the CSV

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

Drag and drop the CSV file into the Upload CSV File field, or click Select file to upload to upload it manually.
Click Import.
Hyperproof checks the CSV to ensure that there are no errors. You’ll be alerted if Hyperproof encounters any errors.
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.
Click Next.
The CSV is imported.

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