CSV Findings Templates
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PlexTrac understands the importance of simplifying the process of importing findings and other data into the platform, whether for a specific report or multiple reports and assets. To facilitate this, PlexTrac offers CSV templates and scripts that help streamline the import process and make it more efficient.
CSV templates serve as pre-defined structures that align with the required format for importing data. These templates specify the fields and corresponding data types expected when importing findings or other information. Users can leverage these templates to ensure that their data is correctly mapped and formatted for import, minimizing errors and ensuring consistency.
Two CSV options are available to import findings into a report. Consult the table below to determine the most suitable solution for your needs.
Imports to a single report
Imports to multiple reports
Request is processed on the backend in less than five minutes
Each finding is processed individually and can take up to several hours*
Must order CSV columns to match template schema exactly
CSV columns are mapped to findings on a finding and sequence is not relevant
Imports to select finding fields only
Imports to all finding and asset fields
Does not import client and report information
Imports client and report information
*The script can create parsed findings in PlexTrac by sending API calls to create each finding individually (which results in an extended script runtime) or by generating a PTRAC file. Manually importing the generated PTRAC file takes the same time as the PlexTrac Report Finding CSV Template.
Please click on the box below to access instructions and a downloadable CSV file that can serve as a template for uploading findings into a report. The CSV file contains fields pre-filled with sample values.
Click on the box below to learn about importing data through the PlexTrac API using a script. The script requires two CSV files: one for importing data and another for field mappings.
This script is designed to help users import data into multiple clients and reports. It works by parsing a CSV file and creating client, report, finding, and asset objects. Once the objects are generated, the script uses the PlexTrac API to import and create them in the user's tenant.
