Import data from CSV

To import register data from a CSV file into OptiTech, prepare a file whose columns match the target register, then upload it through the import assistant. The assistant proposes a column mapping that you review before anything is created, so a half-matching export is fine as a starting point. This topic walks through the process with a simple example.

The following example imports a vendor list from a file named vendors.csv into the vendor register.

1. Prepare the CSV file

   Prepare a vendors.csv file with a header row. Column names don't have to match OptiTech's field names exactly; the mapping step handles variations.

   Name,Contact,Service,Risk level,Contract end
   Example IT Drift AB,dana.smith@example.com,Managed IT operations,High,2027-03-31
   Example Lön AB,alex.lopez@example.com,Payroll processing,Medium,2026-12-31

   For a risk register, typical columns are name, description, likelihood, impact, owner, and treatment plan. For controls: name, description, owner, and framework reference if you have one.

2. Upload to the import assistant

   In the Console, open Settings, then Import, choose CSV or Excel, and select the target register: risks, vendors, or controls. Upload the file.

3. Review the column mapping

   The assistant proposes which CSV column maps to which register field and shows a preview of the first rows. Fix anything it guessed wrong, and choose what happens with unmapped columns: import as a note field, or skip.

4. Confirm and verify

   Confirm the import. The assistant reports the number of rows created:

   Imported 2 vendors, 0 skipped

   Rows it couldn't parse land in a review list instead of failing silently, so nothing disappears. Open the register and spot-check a few entries, then assign owners to anything imported without one.