Import Relationships

You will need the EntityRelationshipImportTemplate.xls file to import relationships between entities and entity collections.

 To import relationships:

1. Open Vendor Risk Manager.

2. Open an entity or entity collection: 

   • Entity: Go to Entities > Entities and select an entity to open. 

   • Entity Collection: Go to Entities > Entity Collections and select an entity collection to open its details page.

3. Click the Relationships tab, then click Import Relationship.

4. Click Browse, select the EntityRelationshipImportTemplate.xls file, then click Open.

5. Click OK.