FAQ: Is it possible to export or import controls?

Applies to: AML Accelerate

Question

Is it possible to export or import our controls from/to a spreadsheet? If so, how?

Answer

Company controls can be exported to, or imported from, a CSV file.

Steps:

1. Go to Settings > Controls Management.
2. On the Controls Management page select the Company Controls tab.
3. To the right side of the page, above the table of controls, you will see two icons.
4. Click the download icon to download your company controls in CSV format.
5. Click the upload icon to import your controls from a CSV file.