If you would like to import Accounts and Contacts to the ISMS.online platform, we can definitely help you achieve this.


Simply: 

  1. Download the template for creating an Account and Contact
  2. Complete the template by adding a new row for each item you would like to upload
  3. Account Categories and Sub Categories can be customised per customer, please contact the support team for more information regarding Account Categories
  4. Once you have completed the template: send it to us via email, at support@isms.online or via live chat within the ISMS.online platform


Please note:

  • We have a 5 working day SLA period, surrounding data changes. You can inform us if you require these changes to go live on a specific date
  • The file needs to remain in its original format (.csv). This file type is usable by all popular spreadsheet services
  • We are able to convert the file to .csv if it is returned to us in a different format (e.g. .xlsx). Converting a completed spreadsheet from another format to .csv may result in formatting errors with your uploaded data which you will be able to amend manually within ISMS.online, once the upload is completed


To ensure that we can complete this data change in good time, please ensure that the template content remains intact and the locations of all cells remain consistent.