ISMS.online offers a data import service to help you quickly set up Projects and other Work areas on the platform. This guide focuses on importing Projects to create a structured workspace with your Phases, Deliverables, and Activities.
Before You Start
To help us process your import smoothly, please keep in mind:
- SLA: We aim to complete imports within 5 working days. Let us know if you need your changes live on a specific date.
- Minimum size: Imports must contain at least 10 items.
- File format: Your import file must stay in its original CSV format. This format works with all major spreadsheet tools.
- New Projects only: Imports create new Projects; they cannot add items to an existing one.
Importing Projects – Key Details
To avoid errors during import, please ensure:
- Consistent spelling and capitalisation for all Phases and Deliverables.
- Valid date formats for start dates, end dates, and deadlines (DD/MM/YY by default). The platform will automatically adjust dates to match user preferences once imported.
- The structure of the template remains unchanged—do not move or edit column headers or cell locations.
Steps to Import a Project
- Download the Import Template
- Use our template designed for creating a Project structure below.
- Complete the Template
- Add a row for each item (Phase, Deliverable, Activity) you want to import.
- Set Up a Support User
- Create a support account named:
support+<yourplatformname>@isms.online - Add this user to the relevant Work area with Administer rights. This ensures we can align your import with platform settings.
- Create a support account named:
- Send Us Your File
- Email your completed template to support@isms.online or reach out via live chat in the platform.
- Our team will check the file and carry out the import for you.
Need Help?
If you’re unsure about completing the template or setting up a support user, our team is here to help. Contact us at support@isms.online or start a live chat from within the platform.