The prompt uses this public page. Check it before sending.
Explain this Auditro guide in plain language. Keep the product labels exactly as written. Then give me a short checklist.
Use only the documentation below. Do not invent controls or workflow states, give certification advice, or promise a score or tender outcome. If the guide does not answer something, tell me to contact Auditro support. Do not ask for credentials or company records.
Guide: Import financial data with CSV
Role: Contributor
Outcome: The CSV records are validated and linked to the correct entity and period.
Before starting:
- Contributor or administrator access
- A legal entity and reporting period
- Source data available as a spreadsheet
Steps:
1. Open Import CSV
In Score control, select Import CSV. Choose the record type, legal entity, and reporting period.
2. Download the matching template
Select Download template. Use the provided column names for procurement, fixed assets, payroll, revenue, or supplier certificates.
3. Complete the template
Add your records without changing the column names. Save the file as UTF-8 CSV. The limit is 5,000 rows and 2 MB.
4. Preview the import
Choose the file and select Preview import. Auditro lists errors by row and field. Preview does not change any records.
5. Fix validation errors
Update the CSV using the validation messages, then preview it again. Continue when every row is ready.
6. Confirm the records
Select Confirm rows. Auditro checks the file again, saves the records, and records the import in Audit history.
Boundary: Uploading the same file again does not create duplicate records.
Source: https://auditro.co/docs/import-csv/Explain this Auditro guide in plain language. Keep the product labels exactly as written. Point out common mistakes, then give me a short checklist.
Use only the documentation below. Do not invent controls or workflow states, give certification advice, or promise a score or tender outcome. If the guide does not answer something, tell me to contact Auditro support. Do not ask for credentials or company records.
Guide: Import financial data with CSV
Role: Contributor
Outcome: The CSV records are validated and linked to the correct entity and period.
Before starting:
- Contributor or administrator access
- A legal entity and reporting period
- Source data available as a spreadsheet
Steps:
1. Open Import CSV
In Score control, select Import CSV. Choose the record type, legal entity, and reporting period.
2. Download the matching template
Select Download template. Use the provided column names for procurement, fixed assets, payroll, revenue, or supplier certificates.
3. Complete the template
Add your records without changing the column names. Save the file as UTF-8 CSV. The limit is 5,000 rows and 2 MB.
4. Preview the import
Choose the file and select Preview import. Auditro lists errors by row and field. Preview does not change any records.
5. Fix validation errors
Update the CSV using the validation messages, then preview it again. Continue when every row is ready.
6. Confirm the records
Select Confirm rows. Auditro checks the file again, saves the records, and records the import in Audit history.
Boundary: Uploading the same file again does not create duplicate records.
Source: https://auditro.co/docs/import-csv/Explain this Auditro guide in plain language. Keep the product labels exactly as written. List the prerequisites, decisions, and common mistakes, then give me a short checklist.
Use only the documentation below. Do not invent controls or workflow states, give certification advice, or promise a score or tender outcome. If the guide does not answer something, tell me to contact Auditro support. Do not ask for credentials or company records.
Guide: Import financial data with CSV
Role: Contributor
Outcome: The CSV records are validated and linked to the correct entity and period.
Before starting:
- Contributor or administrator access
- A legal entity and reporting period
- Source data available as a spreadsheet
Steps:
1. Open Import CSV
In Score control, select Import CSV. Choose the record type, legal entity, and reporting period.
2. Download the matching template
Select Download template. Use the provided column names for procurement, fixed assets, payroll, revenue, or supplier certificates.
3. Complete the template
Add your records without changing the column names. Save the file as UTF-8 CSV. The limit is 5,000 rows and 2 MB.
4. Preview the import
Choose the file and select Preview import. Auditro lists errors by row and field. Preview does not change any records.
5. Fix validation errors
Update the CSV using the validation messages, then preview it again. Continue when every row is ready.
6. Confirm the records
Select Confirm rows. Auditro checks the file again, saves the records, and records the import in Audit history.
Boundary: Uploading the same file again does not create duplicate records.
Source: https://auditro.co/docs/import-csv/
Outcome
The CSV records are validated and linked to the correct entity and period.
Before you start
Contributor or administrator access
A legal entity and reporting period
Source data available as a spreadsheet
01
Open Import CSV
In Score control, select Import CSV. Choose the record type, legal entity, and reporting period.
02
Download the matching template
Select Download template. Use the provided column names for procurement, fixed assets, payroll, revenue, or supplier certificates.
03
Complete the template
Add your records without changing the column names. Save the file as UTF-8 CSV. The limit is 5,000 rows and 2 MB.
04
Preview the import
Choose the file and select Preview import. Auditro lists errors by row and field. Preview does not change any records.
05
Fix validation errors
Update the CSV using the validation messages, then preview it again. Continue when every row is ready.
06
Confirm the records
Select Confirm rows. Auditro checks the file again, saves the records, and records the import in Audit history.
Completion check
The CSV records are validated and linked to the correct entity and period.
If you do not see this result, check the previous step, reporting period, and your access level.
