How to import your data

In this article we will go through how you can easily import your data on Formalize.

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:

• Assets
• Employees
• Suppliers
• Contracts
• Risks
• Systems
• Processes
• Business functions
• Processing activities

by Louise Lamiaux, Customer Success Manager

We hope this article was helpful!

If you need additional support, please feel free to schedule a meeting with our Support team, here.

For a platform overview and commercial details, you can book a meeting with Kristoffer, from our Sales team, here.

Otherwise you are of course always welcome to reach out by email contact@formalize.com .