The intended audience for this article is Agents.
Identify the Risk Data Section
If you're starting from an empty Risk Data page, select the Import button in the center of the page
For a risk data section that already has data, select the Import button at the top of a Risk Data section within a risk profile.
Locating and Downloading Import Sample Files
After clicking the Import button from any of the Risk Data sections, select the Download Sample File button.
This file is an Excel spreadsheet with pre-formatted column headers named for the data that can be imported for that Risk Data type. Use these files to prepare your data for import.
Important: Each Risk Data section its own sample file with fields that are specific to that Risk Data type. Make sure to use the correct sample file when importing to each Risk Data type.
Preparing an Import Template
Method #1 - Update Column Headings for Existing Sheet
If you already have a spreadsheet with data from another system, simply change the column headings to match the pre-formatted headings expected for Wunderite's Risk Data section.
Any data that does not match one of the pre-formatted headings cannot be imported and should be removed.
Method #2 - Copy/Paste Data from Existing Sheet
Copy and paste your data rows from another Excel spreadsheet or system of record for each available column.
Important: When preparing your data for import, it is critical that each pre-formatted column heading remain on the spreadsheet, even if you don't have any data you want to import for that column. Wunderite's import tool will throw an error if any of the pre-formatted headings are missing.
Import the File
Once your file is prepared, either click to select or drag & drop your file to the designated upload area for the corresponding Risk Data section.
File Pre-validation
Your file will be automatically pre-validated to check the file type (XLS, XLSX, CSV or ODS) and size (up to 50MB).
An unsuccessful validation displays the word Failed with a red "X." Check your file type and/or size and re-upload the file.
A successful validation displays the word Success with a green check.
File Data Processing
Click the Import [Risk Data Type] Data button (e.g. Import Contact Data) to process the file. The results of the processing will appear below.
Any highlighted in red have errors. Scroll right on the list view to see the error details for any rows highlighted in red.
Click the trash icon to remove any record you do not wish to save, or click Cancel to re-prepare the file.
Any rows highlighted in green are successfully processed.
Finalize the Import
Click Save to complete the import process. A success message will appear in the top right of your screen indicating that the import was successful.