Create a Template by Uploading an Excel File

Overview

As a buyer (Global Admin), upload an Excel file to create a template. Question sections and questions are registered in bulk based on the Excel content.

Prerequisites

• You must be logged in with Global Admin privileges.
• You must have an Excel file (.xlsx format, 10 MB or less) prepared for template creation.

Steps

1. Click the "Create Template" button on the template list screen.
2. Enter a template name (e.g., "Supply Chain CSR Survey 2025").
3. Upload the Excel file by drag-and-drop or file selection.
4. Click the "Create" button.
5. The template is created, and question sections and questions are registered.

Excel File Structure

The Excel file requires the following three sheets:

• Template — Template name (Japanese is required, English is optional)
• Sections — Section number, section name, description, reference link
• Questions — Question number, section, question title, required/optional, question type, choices

Notes

• Only .xlsx format is supported.
• File size must be 10 MB or less.
• A sample Excel file can be downloaded from the screen.