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Import Rules

Upload Rule Spreadsheet
Upload an Excel spreadsheet containing compliance rules

Select a file or drag and drop

Excel files only (.xlsx, .xls)

Mapping Options

Use our predefined column mapping for standard Excel templates

Manually map your Excel columns to our system fields

Import History
Recent rule imports and their status
Date
File
Status
Rules
2025-05-01
SEC_Rules.xlsx
Success
42
2025-04-28
FINRA_Q2.xlsx
Success
35
2025-04-15
Compliance_Framework.xlsx
Success
28
2025-04-10
Regulatory_Updates.xlsx
Failed
0
2025-04-05
Annual_Requirements.xlsx
Success
19