Bulk Import lets you create a large number of relationships at once — instead of adding each vendor through the relationship wizard individually. You can also import existing relationships with prior assessment data preserved.
Choosing a Template
From Settings → Import Relationships, download one of two CSV templates:
The downloaded template includes one example row. Delete it before adding your own data.
Upload Rules
Before uploading your CSV, review these requirements:
- Do not modify, rearrange, or delete column headers — the importer matches columns by exact header text (including the
(Required) / (Optional) marker)
- Complete every column marked (Required)
- Paste values only — formulas are not supported
- Business Unit values are matched case-insensitively and must either match an existing Business Unit in your org or be spelled consistently throughout the file (VISO TRUST will create it on import)
- All Yes/No columns accept
Yes, No, or blank — blank is treated as No
Column Reference
Both templates share a common set of columns. The Existing Relationship template adds the legacy assessment columns described below. Header text includes a (Required) or (Optional) marker — leave it exactly as generated.
Data Type Columns
The template includes one Data Type - <name> column for every data type your organization tracks (for example, Data Type - PCI (Payment Card Industry) Data). Enter Yes, No, or leave blank for each.
Business Context Columns
The template also includes one Yes/No column for each intake (business context) question configured for your organization. Together with data types, these determine the business cases and controls brought into scope.
Legacy Assessment Columns
The Existing Relationship template adds the following columns to preserve prior assessment data (all required in that template):
- (Legacy) Assessment Start Date
- (Legacy) Assessment Completion Date
- (Legacy) Assessment Review Frequency
- (Legacy) Assessment Recertification Type
- (Legacy) Automatic Artifact Updates
- (Legacy) Assessment Inherent Risk
- (Legacy) Assessment Residual Risk
After Import
Once uploaded, VISO TRUST validates the file and reports any errors before creating relationships. Fix any flagged rows and re-upload if needed.
If Instant Assessment is enabled at the organization level, newly imported relationships will automatically be assessed using publicly available data.
For large imports, start with a small test batch (10–20 rows) to validate your column formatting before uploading your full list.
