Importing Entity Collections

Using the EntityImportTemplate.xls file, you can also import entity collections into RiskVision.

Guidelines

The following guidelines should be strictly followed when using the EntityImportTemplate.xls file to import entity collections: 

  1. Open the EntityImportTemplate.xls file, ensure that you are in the Entity Map sheet, and specify "EntityCollection" in the Object type and assetType fields. There can be no space between "Entity" and "Collection."
  2. Go to the Entity sheet and enter "Entity Collection" in the Asset Type of each corresponding row. There must be a space between "Entity" and "Collection."

Importing entity collections will just import the entity collections and not its members. To import entities as members, you will once again need the EntityImportTemplate.xls file. Afterwards, you use the EntityRelationshipImportTemplate.xls file to import the Member of Entity Collection relationship type. For more information, see Importing Relationships. This procedure helps complete the process of importing entity collections and its members. You may want to visit the Entities tab of Entity Collection details page to ensure that entities you imported are available.