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Import Terms to a Lexicon via csv

This guide outlines how to quickly add or update multiple terms at once by importing a properly formatted CSV file into a lexicon.

Bulk importing terms allows you to efficiently populate a lexicon without adding entries one by one. Follow the steps below to ensure a successful import.

Important Limits and Requirements

  • Maximum rows: Each import file can include up to 10,000 terms.

  • CSV format: Make sure your file follows the required format. Incorrect formatting will cause the import to fail.

  • Terms: Only custom terms can be imported. The term and its risk can be imported. You can also add a default term to this lexicon using this import.

  • Permitted operations:

    • You can add new custom terms and update existing custom terms' risk.

    • For default terms, you may only update the risk level or add the term to additional lexicons — you cannot modify the term pattern itself.

    • All newly created terms via import are created as custom terms by default.

Risk Level contains an unpermitted value or is left blank

Import failed: Risk column contains unpermitted values.

Term column is empty in one or more rows

Import failed: Term column cannot be empty.

Uploaded file is not a CSV or is corrupted

Wrong file format. Only CSV files are accepted.

CSV contains columns not present in the import .

Table columns are not matching with Terms Import

File contains more than 10,000 rows

Import failed: File exceeds the maximum limit of 10,000 rows

Required columns are missing or column names are incorrect

Import failed: Term column cannot be empty.

Server errors — the following will result in a Processing Failed error and must be retried:

  • Internal system exception or crash

  • Database connection failure

  • Timeout while processing a large file

  • Service dependency unavailable

How to Bulk Import Terms

  1. Open the lexicon you want to populate.

  2. Click Import Terms — located next to the Create Term button.

  3. In the modal that appears, follow the prompts:

    1. Download the Import Template — use this as the base for your file.

    2. Fill in your term information following the column guide below.

    3. Save the file as a .CSV.

    4. Upload the saved file using the upload option in the same modal.

  4. System processing:

    1. A loading spinner will appear while the file is being validated.

  5. Review the preview summary:

    1. Number of new terms to be created

    2. Number of existing terms to be added to this lexicon

    3. Number of existing terms in this lexicon whose risk level will be updated

    4. Number of failed terms (rows that did not pass validation)

  6. If failed terms are present, download the error report (.CSV) from the second page of the modal for a full breakdown of which rows failed and why.Click Apply Changes to confirm and complete the import.

Completing the Term Import Template

The CSV template includes the following columns:

Term

The keyword or phrase the system will detect (e.g., insider trading, off-channel).

Risk

he risk classification for the term. Accepted values: High, Medium, or Low. This field is required. Any other value or an empty cell will cause the row to fail.

Example:

Term

Risk

insider trading

Low

against w/2 reg*

High

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