Migrate from spreadsheets and documents

Most compliance programs start in Excel and Word. It works until it doesn't: versions drift, evidence goes stale, and nobody can say which control satisfies which requirement. This guide moves that program into OptiTech without losing the work you've already done.

What you can import

• Risk register: risks, likelihood and impact scores, owners, and treatment plans from Excel or Google Sheets
• Control matrix: your existing controls, mapped against OptiTech's framework requirements on import
• Policies and plans: Word and PDF documents, imported with their content intact
• Vendor lists: suppliers, contacts, and contract dates into the vendor register

1. Export your current files

   Gather your spreadsheets and documents. They don't need cleanup first; the import assistant handles varying column layouts and asks when something is ambiguous.

2. Upload to the import assistant

   In the Console, open Settings, then Import, and upload your files. The assistant proposes a mapping: which columns are risks, which rows are controls, which documents are policies. You review and adjust before anything is created.

3. Review the mapping

   Every imported control is matched against the requirements of your active frameworks. Matches you confirm become live controls; anything unmatched lands as a task so nothing silently disappears.

4. Cut over

   Connect your integrations and let evidence collection take over from manual updates. Your imported documents get review cycles and e-signing, and the spreadsheets can retire.

What doesn't carry over

Old screenshots and pasted evidence are imported as historical records only. Live verification starts from your integrations at cutover, which is the upgrade you came for.