ISMS.online offers a data import service for a wide range of work areas. This guide explains the general process and requirements for importing data into the platform.

Before You Start

A few important points to be aware of:

• Processing time: We work to a 5 working day SLA for data changes. If you need your import to go live on a specific date, please let us know in advance.
• Minimum volume: We can only process imports containing 10 items or more.
• Exact matches: Any fields that already exist in the platform (e.g. categories) must match exactly — including capitalisation, spelling, and spacing.
• File format: The import file must remain in its original .csv format. This type works with all popular spreadsheet tools.
• Template integrity: Please do not change the structure of the template — keep all headings, columns, and cell locations exactly as provided to avoid delays.
  
  

Supported Import Types

You can use our import service for:

• Projects
• Accounts and Contacts
• New users
• Assets and other Tracks
• ISO 27001 / Generic Risk Register
  
  

How to Import Data

1. Download the relevant template from the appropriate guide.
   
   
2. Complete the template, adding a new row for each item you want to import.
   
   
3. Send your completed file(or any questions) to us:
   • By email: support@isms.online
   • Or via live chat within the ISMS.online platform.
     
     
4. Create a support user in your platform using the address:

support+<yourplatformname>@isms.online

5. Add that user to the relevant team with administrator rights for the work area you want to import into.
    This ensures that the import matches the settings already in your platform.