Import Guide
DORA RoI supports importing register data from Excel (.xlsx) files. This is the fastest way to populate the register if you already have data in spreadsheet format, or if you are migrating from another tool.
Client-side processing
Excel files are parsed entirely in your browser using the xlsx library. The file never leaves your device — no upload to any server occurs.
Supported Format
The import expects an Excel workbook (.xlsx) with one sheet per DORA template. Each sheet must be named exactly as the template code:
| Sheet Name | Template |
|---|---|
B_01.01 | Entity maintaining the register |
B_01.02 | Entities in consolidation |
B_01.03 | Branches |
B_02.01 | Contractual arrangements — General |
B_02.02 | Contractual arrangements — Specific |
B_02.03 | Intra-group links |
B_03.01 | Entity signatories |
B_03.02 | Provider signatories |
B_03.03 | Financial entity ICT providers |
B_04.01 | Entities using ICT services |
B_05.01 | ICT third-party service providers |
B_05.02 | ICT supply chain |
B_06.01 | Functions identification |
B_07.01 | Assessments |
B_99.01 | Entity definitions |
Header Row
The first row of each sheet must contain column headers. The parser recognizes headers in two formats:
- DPM column codes (preferred) — e.g.,
c0010,c0020,c0030 - Human-readable labels — e.g., "LEI of the entity", "Name of the entity". The parser performs fuzzy matching against known field labels.
Data Rows
Data rows start from row 2. Each non-empty row is imported as one record in the corresponding template. Empty rows are skipped.
How to Import
- Go to the Import page
- Click Select Excel File or drag-and-drop your
.xlsxfile onto the drop zone - The parser reads all sheets and maps columns to template fields
- Review the import summary — it shows how many rows were found per template and highlights any sheets that could not be matched
- Click Import Data to load the parsed data into the register
- Run Validation to check the imported data for errors
Warning: Importing replaces all existing data in the register. If you have unsaved work, export a JSON backup from Settings before importing.
Auto-Extracted Settings
When importing, the tool automatically extracts settings from the B_01.01 sheet (if present):
- LEI — from column c0010 (entity LEI)
- Entity name — from column c0020 (entity name)
- Country — from column c0030 (entity country)
- Reference date — from column c0060 (reporting date)
These values are applied to the Settings page automatically, so you don't need to configure them manually after import.
Date Handling
Excel stores dates internally as serial numbers. The import parser handles several date representations:
| Excel Format | Parsed As |
|---|---|
| Date serial number (e.g., 45657) | 2025-12-31 |
ISO string (2025-12-31) | 2025-12-31 (passed through) |
Formatted date (31/12/2025) | 2025-12-31 (reformatted) |
DateTime with time (2025-12-31T00:00:00) | 2025-12-31 (time stripped) |
Troubleshooting
| Issue | Cause | Resolution |
|---|---|---|
| Sheet not recognized | Sheet name does not match a DORA template code | Rename the sheet to the exact template code (e.g., B_01.01, not B0101 or Entity Info) |
| Columns not mapped | Header labels do not match known field names | Use DPM column codes (c0010, c0020, etc.) as headers for reliable mapping |
| Dates showing as numbers | Excel serial date numbers not converted | Format the date cells as "Date" in Excel before exporting, or use yyyy-mm-dd text format |
| Missing data after import | Rows or columns outside the expected range | Ensure data starts at row 2 and there are no merged cells or hidden columns |
| Validation errors after import | Source data has format issues | This is expected — the import loads data as-is, then validation identifies issues. Fix errors in the template editor. |
| Large file is slow | Many rows being parsed in the browser | The parser handles hundreds of rows efficiently. For very large files (>1000 rows), consider splitting into multiple imports. |
Preparing an Import File
If you are creating an import file from scratch:
- Create a new Excel workbook with 15 sheets named after each DORA template code
- In each sheet, add a header row using DPM column codes (
c0010,c0020, etc.) - Enter data starting from row 2
- Format date cells as
yyyy-mm-ddtext to avoid Excel auto-formatting issues - Use the allowed enum values for select fields (see template documentation for valid values)
- Ensure LEI values are correctly formatted (20 alphanumeric characters)
For the complete list of fields per template, see the Template Reference.