How to import your data

Formalize’s import functionality allows you to easily import your data in bulk, saving you time and reducing manual effort. However, if you prefer, our Migration Team is available to handle the entire data upload process for you, ensuring a smooth and efficient transition to the platform. If you choose to handle it yourself, here’s a step-by-step guide on how to import customer data using the import functionality.

The compliance software Formalize allows you to import data lists through a 3-steps process. This feature saves time and reduces manual effort, enabling you to independently upload data with ease. Let's take the example of importing customers.

Step 1. Choose the relevant tab in the left-hand corner, for example "Customers", and click on "Options" and select "Import Customers"

Step 2. Download the template and fill it up with your own data.

Be aware that it only has a maximum of 100 rows capacity. You can only import this specific template because it contains specific required fields.

After you have filled up the file, save it and now you can import it into your account.

Step 3. Select the file you wish to import by clicking "Select file" in the blue box.

This process allows you to import bulk data easily, not only for Customers but also:

We hope this article was helpful!

​If you have any additional questions, please reach out to us via chat in the bottom right corner of the page — our team is always happy to assist you further.