Importing Findings from a File

PlexTrac can import findings from third-party tools and a CSV template for centralized data. This provides real-time visibility, holistic analysis, and efficient reporting, simplifying compliance and promoting proactive risk management.

If importing from a CSV file, visit the CSV Findings Templates page for more information.

For a list of all third-party tool integrations and field mappings, visit the Integrations and Mappings section.

The file-queuing feature allows users to upload multiple files simultaneously, with the ability to view the progress and status of each import. This enhancement significantly improves efficiency by enabling background processing, which lets users continue working while files are being processed. The benefits include reduced wait times, increased productivity, and enhanced visibility into the import process.

Up to 25 files no larger than 5GB each with a combined aggregate size of 20GB can be imported simultaneously.

Importing From a File

Step 1: Within the Reports module, click the impacted report from the list to bring up the Readout tab.

Step 2: Click the Findings tab.

Step 3: Click Add Findings and select File Imports from the pulldown menu.

Step 4: A side window appears. Drop the file into the provided box or browse it on the computer. Repeat as necessary for up to 10 files (totaling 20GB).

If required, select the source from the pulldown menu.

Step 5: Click Continue.

Step 6: On the second tab, "Select tags & upload," add any desired finding and asset tags (optional). When finished, click Import.

The status of files imported can be viewed by clicking the icon next to the notification bell at the top of the page.