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

  1. Download the Import Template
    • Use our template designed for creating a Project structure below.
  2. Complete the Template
    • Add a row for each item (Phase, Deliverable, Activity) you want to import.
  3. 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.
  4. 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.