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Exporting vendors

Roles and permissions

The following roles can export vendors:

  • Administrators

  • Compliance managers with manager or contributor permissions

  • Users with manager or contributor permissions

Vendors can be exported from Hyperproof to a CSV file or XLSX (Excel) file.

  1. From the left navigation menu, select Vendors.

  2. Select the Vendors tab.

    vendors-tab-generic.png
  3. Select the checkboxes next to the vendors you want to export. To select all vendors, select the All checkbox in the upper-left corner of the grid.

    Tip

    To include archived vendors, click the Archived vendors link at the bottom of the list. Select the checkboxes next to the archived vendors you want to include.

  4. Click Export, and then select either Export vendors CSV or Export vendors XLSX.