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Naveed Ahmed edited this page Aug 6, 2025 · 1 revision

Frequently Asked Questions

Common questions and answers about xlmerg usage, especially for Vanta.com workflows.

🎯 General Usage

Q: What exactly does xlmerg do?

A: xlmerg merges two Excel files intelligently - it takes your old file (with manual review entries) and a new file (fresh Vanta export) and combines them, preserving all your manual work while updating system data.

Q: Do I need to install anything?

A: No! xlmerg runs entirely in your web browser. Just visit https://iinaveedahmed.github.io/xlmerg or download the HTML file.

Q: Is my data safe? Does it get uploaded anywhere?

A: Completely safe. xlmerg processes everything locally in your browser. No data is ever uploaded to servers or transmitted anywhere. It works offline too.

Q: What file formats are supported?

A: Excel files (.xlsx and .xls). The tool uses the first column (Account name) as the primary key for matching rows.

🏢 Vanta.com Specific

Q: How does xlmerg work with Vanta exports?

A: xlmerg is designed specifically for Vanta workflows:

  • Upload your previous Vanta export (with completed manual reviews)
  • Upload fresh Vanta export (with new users/tools/changes)
  • xlmerg preserves all manual review data while updating system information

Q: What happens when new employees appear in Vanta exports?

A: New employees are automatically added as new rows with blank review fields, ready for you to conduct access appropriateness reviews. No manual copying needed.

Q: How does xlmerg handle new SaaS tools added to Vanta?

A: When Vanta detects new tools (like Slack, Datadog, etc.), xlmerg adds the entire new sheet or section with all accounts ready for review. Your existing reviews remain untouched.

Q: What if Vanta changes its export format?

A: xlmerg uses column name matching, so it automatically adapts to Vanta export format changes. New columns are added, renamed columns are mapped correctly.

🔄 Merging Logic

Q: How does xlmerg decide what data to keep vs update?

A: Simple rules:

  • Manual review data (conducted by, approved by, access decisions) → Always preserved from old file
  • System data (roles, status, dates) → Updated from new Vanta export
  • Blank cells in new file → Don't override old values
  • New accounts → Added with blank review fields

Q: What if an account exists in my old file but not in the new Vanta export?

A: These "orphaned" accounts are added to the bottom of the merged file and marked in the change log. This usually happens when employees leave or accounts are deactivated.

Q: Can I merge files with different column structures?

A: Yes! xlmerg maps columns by name, not position. If Vanta adds new columns or rearranges them, xlmerg handles it automatically.

Q: What happens if the same account has different information in both files?

A:

  • System data conflicts → New file wins (more current)
  • Manual data conflicts → Old file wins (preserves your work)
  • Blank vs data → Data always wins (no overwriting with blanks)

📊 Performance & Limits

Q: How large files can xlmerg handle?

A: xlmerg handles files up to 50MB efficiently. Typical Vanta exports (1000-5000 accounts) process in 10-30 seconds.

Q: Does xlmerg work on mobile devices?

A: Currently optimized for desktop browsers. Mobile support is planned for future releases.

Q: Can I process multiple file pairs at once?

A: Currently processes one pair at a time. Batch processing is on the roadmap for future versions.

🛠️ Troubleshooting

Q: My files won't upload. What's wrong?

A: Check these items:

  • File format must be .xlsx or .xls
  • File size under 50MB
  • File isn't password protected or corrupted
  • Try refreshing the page and uploading again

Q: The merge results look wrong. What should I check?

A: Verify these items:

  • First column contains Account name/unique identifier
  • Both files have similar structure (account-based data)
  • No special characters in sheet names
  • Manual review data is in expected columns

Q: xlmerg says "No changes detected" but I expected changes.

A: This usually means:

  • Files are identical (no system updates from Vanta)
  • New file has no new accounts or role changes
  • Changes are in excluded sheets
  • Account names don't match between files (check spelling/formatting)

Q: I'm getting JavaScript errors in my browser.

A: Try these solutions:

  • Use Chrome or Firefox (best compatibility)
  • Clear browser cache and reload
  • Disable browser extensions temporarily
  • Check browser console for specific error details

💡 Pro Tips for Vanta Users

Workflow Optimization:

  • Schedule: Run Vanta exports same day/time weekly
  • Naming: Use dates in filenames: vanta_2025-01-22.xlsx
  • Review priority: Start with highlighted changes, then new accounts
  • Documentation: Use "Changes made" column for audit notes

Team Collaboration:

  • Shared folders - Google Drive/SharePoint for team access
  • Review assignment - Split new accounts among team members
  • Approval workflow - Use "Review approved by" consistently
  • Backup strategy - Keep previous weeks for audit trail

Compliance Excellence:

  • Change documentation - Note why access was granted/revoked
  • Reviewer attribution - Always fill "Review conducted by"
  • Approval tracking - Document who approved decisions
  • Date accuracy - Use consistent date formats

📈 ROI Calculator for Vanta Users

Time Savings:

Traditional process: 5 hours/week × 52 weeks = 260 hours/year
xlmerg process: 2 hours/week × 52 weeks = 104 hours/year
Annual savings: 156 hours = ~4 weeks of work time

Cost Savings (Example):

Security analyst salary: $75/hour
Annual time savings: 156 hours
Cost savings: $11,700/year per reviewer
Team of 3 reviewers: $35,100/year savings

Quality Improvements:

  • Zero data loss incidents (previously 2-3 per year)
  • 100% review completeness (previously missed 5-10% of accounts)
  • Faster audit preparation (days to hours)
  • Improved compliance scores (complete change tracking)

🔍 Advanced Vanta Scenarios

Multi-Environment Setup:

If you have multiple Vanta environments (dev, staging, prod):

  • Process each environment separately
  • Use consistent naming: vanta_prod_2025-01-22.xlsx
  • Maintain separate review cycles
  • Aggregate for company-wide reporting

Custom Vanta Integrations:

For organizations with custom Vanta connectors:

  • xlmerg adapts to any column structure
  • New integration data appears as new columns
  • Manual mapping handled automatically
  • Custom fields preserved across merges

Compliance Framework Integration:

  • SOC2: Use xlmerg output for access review evidence
  • ISO27001: Maintain required access documentation
  • NIST: Support periodic access reviews
  • Custom frameworks: Adapt change logs to requirements

🔗 Related Resources


Still have questions? Ask in GitHub Discussions or create an issue.

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