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Importing your own controls

Roles and permissions

The following roles can import controls:

  • Administrators

  • Compliance managers

  • Users

Many Hyperproof program templates include sample controls to help you get started. However, if your organization has already developed its own set of controls, you can import them into Hyperproof.

Note

The steps below explain how to import controls into the main controls list in Hyperproof. If you want to import your own controls into an existing program within your organization, refer to Importing controls into an existing program.

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 your own controls is by downloading Hyperproof’s example CSV. The example CSV provides the exact template for successfully importing controls into Hyperproof.

  1. From the left menu, select Controls.

  2. Click Import controls.

    The Import controls window opens.

  3. Click Download the example CSV.

    download-example-csv-link-generic.png

Step Two: Editing the CSV

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.

Replace the contents of the example CSV with your own controls. Be sure to follow the format of the example file to ensure that your controls are 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.

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