Importing Audit Templates as CSV files

You can also create an audit template by importing a CSV file.

For Audit Template imports, you can import Primary Information and Audit Controls as two separate CSV files.

The following CSV files are provided in the File Cabinet:

Use	File Name	Path in File Cabinet
Sample CSV - use these files as reference when creating your CSV file.	AuditTemplateChild.csv AuditTemplateParent.csv	SuiteApps > com.netsuite.compliance360 > Audit Template CSV Import > Sample CSV Data
Template CSV - download these files and use it as a template.	CSVChildTemplate.csv CSVParentTemplate.csv	SuiteApps > com.netsuite.compliance360 > Audit Template CSV Import > Sample CSV Template

After creating your CSV file, you must import it using the Import Assistant.

When creating the audit template CSV files, consider the following:

• The External ID mentioned in the parent CSV file should be used in the child CSV file to link the template lines to the template body.

• For Audit Control IDs, the following characters are accepted:

  • Numbers from 0 to 9

  • Alphabets from A to Z

  • Underscore ( _ )

  • Hyphen (-)

  • Hash (#)

• Ensure that there are no duplicate Audit Control IDs.

• The control IDs in the child template is case insensitive.

• The fields are case-sensitive. Both uppercase and lowercase are accepted.

To import Primary Information as a CSV file:

1. Go to Setup > Import/Export > Saved CSV Imports.

2. From the Saved CSV Imports list, click Comp360 Audit Template Import.

3. In the Import Assistant Step 1: Scan & Upload CSV File screen:

   1. Click Select.

      Select the CSV file that you want to import and click Open.

      Note:

      Select the CSV that has been created using CSVParentTemplate.csv.

   2. Click Next.

4. In the Import Assistant Step 2: Import Options screen click Next

5. In the Import Assistant Step 4: Field Mapping screen, click Next.

6. In the Import Assistant Step 5: Save mapping & Start import screen, click Run.

The imported audit templates display in the Audit Templates list page.

To import Audit Controls as a CSV file:

The imported audit templates display in the Audit Templates list page.

1. Go to Setup > Import/Export > Saved CSV Imports

2. From the Saved CSV Imports list, click Comp360 Audit Template Lines Import.

3. In the Import Assistant Step 1: Scan & Upload CSV File screen:

   1. Click Select.

      Select the CSV file that you want to import and click Open.

      Note:

      Select the CSV that has been created using CSVChildTemplate.csv.

   2. Click Next.

4. In the Import Assistant Step 2: Import Options screen, click Next.

5. In the Import Assistant Step 4: Field Mapping screen, click Next.

6. In the Import Assistant Step 5: Save mapping & Start import screen, click Run.

Related Topics

• Audit Templates List Page
• Applying Filters to the Audit Templates List
• Creating Audit Templates
• Audit Templates

General Notices