Import Spreadsheets (Excel/CSV)

Time to complete: 5-10 minutes
Prerequisites: A questionnaire file in .xlsx (preferred) or .csv (if needed)

Overview

Upload a spreadsheet to let Conveyor automatically find questions across tabs and draft answers.
You can import everything at once or take control by choosing tabs and manually mapping question/answer columns.

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Best practice — Google Sheets & Macros

• Download Google Sheets as .xlsx before uploading for the smoothest import.
• Only SIG Lite .xlsm files are supported natively. For all others Upload .xlsm to Google Drive → File → Save as Google Sheets → Download as .xlsx, or save a copy as .xlsx directly from Excel.

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Adding a Spreadsheet Questionnaire

Step 1 - Add Questionnaire

Go to Security Questionnaires → Workspace and click Add Questionnaire

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Step 2- Fill out the form

Begin filling out the fields in the form that is presented. See the description of the form fields for more information. We'll discuss the file uploading portion of the form below.

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Step 3 - Upload the file

When you get to the Format section of the form upload your .xlsx (preferred) or .csv. Once the file is loaded you'll see that Conveyor detects the tabs in the spreadsheet.

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Quick Tip

Huge workbook? Import and answer one tab at a time for speed.

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Step 4 - Choose tabs to auto-scan (optional)

By default Conveyor will scan every tab for questions. You can uncheck tabs you know are unnecessary to scan. You can also uncheck all tabs if you want to manually map questions yourself in the next step.

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Step 5 - Manually map questions (optional)

If you didn’t auto-scan a tab—or you want finer control—define the question/answer pattern yourself. On, the mapping screen click on the spreadsheet tab you want to work inside. Then follow the mapping steps below.

Click on Questions Manually

Conveyor typically does a good job of detecting the question/answer pattern within your website. If you hover over a question you'll see how the app has auto-detected the column for question, answer, and additional info.

Don't like the detected pattern selection? Change It!

If you need to change the default question/answer pattern that Conveyor selected, you can change it by clicking the Change Pattern Selection button

Select a question cell

You need to "teach" Conveyor which column / cell questions are found in.

Select a first answer

Select the cell the first answer should go in. This is often a dropdown cell for a short answer or a free response cell

Select a second answer

Select the cell the second answer should go in. This is often an "Additional Details" or "Comments" field. You can "skip" this selection if your questionnaire doesn't have this secondary response field.

Confirm "SmartSelect"

Once you select or skip the "Second Answer" field, Conveyor will auto-detect questions on the tab you're currently on. You can confirm this selection for it to include all the questions in ConveyorAI's responses.

Confirm & Answer

Once you've mapped questions across all tabs, you simply click "Confirm & Answer" and Conveyor will begin processing your questionnaire.

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“Overview” Tab (after import)

Once you've clicked "Confirm & Answer" it will drop you on the Overview tab of the questionnaire. You'll likely see the questionnaire still processing. The overview tab provides you a summary of answers and the questionnaire file with responses inline color-coded by confidence.

Filter & Jump to Questions

You can use the answer summary to quickly jump to a filtered view of just those questions. Or if you want to find a specific question on the answers tab, simply hover over it and click.

Add/Remove Questions

Sometimes you need to change which questions are in scope even after a questionnaire has been processed. That's not a problem you can always Add/Remove Questions from the Overview tab.

Mapping Screen

Clicking the "Add/Remove Questions" button brings up a screen that's identical to the mapping screen that we discussed earlier. Clicking on a previously selected question will remove it. If you want to add a question, follow the Mapping Instructions above.

Clearing A Tab

If you want to de-select all questions on a given tab, simply navigate to that tab and click the Clear Tab button.

Confirm Changes

Once you've added or removed everything, you'll see an indicator of how many questions you've either added or removed. Click the Confirm Changes button to the right of that indicator and you'll be good to go.

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Receiving A Notification

Once you upload the spreadsheet / document ConveyorAI immediately starts working on it. You can leave the screen, and you'll be notified via email or Slack/Teams when it's done being processed.

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What’s next

• Working on Questionnaires

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Need help? If you are feeling stuck contact [email protected].