Roles and permissions
The following roles can export vendors:
Anyone with manager or contributor permissions for the vendor register.
Tip: To include archived vendors, click the Archived vendors link at the bottom of the list. Select the checkboxes next to the archived vendors you want to include.
Note: To include specific fields in your export file, such as custom fields, you must make sure they are displayed in the Grid view for the items you are exporting. Use the Settings option to select the fields you want to display in the Grid view and choose their display order. To access Settings, click the Gear icon in the top right corner of the grid.
To include specific records in your export file, use the Filter options to reduce the number of records displayed in the Grid view. Only items included in the Grid view are included in the export file.
Vendors can be exported from Hyperproof to a CSV file or XLSX (Excel) file. The steps below list the fields included in each export format. Check each list to make sure you select the best format for your needs. The fields included in the export file differ between the two formats.
From the left navigation menu, select Vendors.
Select the Vendors tab.
Select the checkboxes next to the vendors you want to export. To select all vendors, select the All checkbox in the upper-left corner of the grid.
Click Export.
Select one of the following options:
Export vendors (CSV) - Exports the selected vendors to a CSV file. Note that the export does not include any linked proof. Includes Vendor Name, Category, Status, Tolerance, Risk level, Freshness, Owner, Group, Members, Vendor contacts, Contract start date, Contract end date, Maps to risks, Maps to controls, Created, and Updated.
Export vendors (XLSX) - Exports the selected vendors to an Excel file. Note that the export does not include any linked proof. Includes Vendor name, Category, Status, Tolerance, Risk level, Freshness, Owner, Group, Members, Vendor contacts, Maps to risks, Maps to controls, Proof count, Contract start date, Contract end date, Created, and Updated.
Click the Download button in the bottom-right corner to download the file now, or check your email to download it later.