---
title: "Upload a question set from Excel"
slug: "upload-a-question-set"
description: "Follow these steps to upload a simple question set by creating and uploading a question set spreadsheet in Excel format."
tags: ["Question set", "Product catalog", "Zilliant CPQ"]
updated: 2024-05-30T13:24:24Z
published: 2024-05-30T13:24:24Z
canonical: "docs.zilliant.com/upload-a-question-set"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.zilliant.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Upload a question set

Administrators can upload a simple question set by creating and uploading a question set spreadsheet in Excel format.

          Note

          

This process supports only basic question sets. Follow the steps in [Configure question sets](/v1/docs/configure-question-set) to work with more complex question sets.

## Download and configure the question set template

1. From the application, select **Administration** from the left navigation area.
2. From the top navigation bar, select **Guided Selling**.
3. Select ![](https://cdn.document360.io/24f960e8-3c1c-4c18-a2c6-83b6ae4aab84/Images/Documentation/CPQ-icon_download.png?sv=2026-02-06&spr=https&st=2026-11-10T17%3A33%3A04Z&se=2026-11-10T18%3A33%3A04Z&sr=c&sp=r&sig=A3M3b%2FUHb7T1dNDUuxGErEPN9dVh5NjZnbETy40rtGo%3D) to download the file.

The downloaded Excel file includes three tabs:

- **Structure**—Define the structure of the question set by specifying questions and answers. Link answers to the corresponding Product Tag, Product ERP Id, or both.  

By default, four pairs of questions and answers are included in the template. If you need more, add column pairs following the same naming convention for column headers.  

You can create multiple question sets in the same file.
- **Localization**—Define the labels and comments for the questions that you have defined in **Structure**. For each row, define the name of the question set, question, and answer, and the language code.
- **Image**—[Define the image names and their paths](/v1/docs/upload-a-question-set-from-excel#to-upload-images-using-excel) in an application folder.

### Upload images

1. Create a temporary folder in the application:
  1. Select **Administration** from the left navigation area.
  2. Select **Content Management**, then select Folder.
  3. In the **Create Folder** popup, enter a name for the new folder.
2. Select the folder you created.
3. Select File to upload an image as a .zip file.
4. In the Excel file, select the **Image** tab.
5. Map the image name, including its extension, and its path in the application to the appropriate question set, question, or answer in the spreadsheet.

## Upload the question set file

After you define all question sets, questions, and answers, upload the file to the system:

1. From the application, select **Administration** from the left navigation area.
2. From the top navigation bar, select **Guided Selling**.
3. Select ![](https://cdn.document360.io/24f960e8-3c1c-4c18-a2c6-83b6ae4aab84/Images/Documentation/CPQ-icon_upload.png?sv=2026-02-06&spr=https&st=2026-11-10T17%3A33%3A04Z&se=2026-11-10T18%3A33%3A04Z&sr=c&sp=r&sig=A3M3b%2FUHb7T1dNDUuxGErEPN9dVh5NjZnbETy40rtGo%3D), and select a file to upload. When successfully uploaded, the new question set is visible in the list.
4. Select the new question set, then set the **Active** switch to **YES**.
5. Verify that the question set, questions, answers, and all images render correctly.
6. Test the guided selling feature based on the new question set.
7. Go to **Administration > Content Management** and delete the temporary folder with images you created.

![open_folder_60](https://cdn.document360.io/24f960e8-3c1c-4c18-a2c6-83b6ae4aab84/Images/Documentation/open_folder_60.png?sv=2026-02-06&spr=https&st=2026-11-10T17%3A33%3A04Z&se=2026-11-10T18%3A33%3A04Z&sr=c&sp=r&sig=A3M3b%2FUHb7T1dNDUuxGErEPN9dVh5NjZnbETy40rtGo%3D)

Folder

![page_60](https://cdn.document360.io/24f960e8-3c1c-4c18-a2c6-83b6ae4aab84/Images/Documentation/page_60.png?sv=2026-02-06&spr=https&st=2026-11-10T17%3A33%3A04Z&se=2026-11-10T18%3A33%3A04Z&sr=c&sp=r&sig=A3M3b%2FUHb7T1dNDUuxGErEPN9dVh5NjZnbETy40rtGo%3D) File