If you already track risks in a spreadsheet, import them into ISO Mate from a CSV file in one step. Open the Risk Register, click Import, validate your file with a dry run that checks every row, then commit to create the valid rows. Each new risk gets a reference code automatically.
Prepare your file
Your CSV needs a header row. The required columns are title, category, inherent_likelihood, inherent_impact, residual_likelihood, and residual_impact. Optional columns are description, status, target_likelihood, target_impact, treatment_strategy, treatment_plan, owner_email, review_frequency, and next_review_date.
Values follow the same rules as creating a risk by hand: likelihood and impact are 1 to 5, category and status use the standard options, and treatment strategy is accept, avoid, mitigate, or transfer. For what these fields mean, see Creating a Risk.
Validate first
- Open Compliance then Risks, and click Import.
- Choose your CSV file.
- Click Validate. This is a dry run that creates nothing. ISO Mate checks the header and every row, then shows how many rows are valid, how many have problems, and the exact issue on each problem row.
Because validation commits nothing, you can fix your file and validate again as many times as you need before importing.
Commit the import
When you are happy with the results, click Import to create the valid rows. Each new risk gets a reference code automatically, and its residual level and over appetite flag are computed on creation. Any rows with problems are skipped and reported so you can fix and re-import them. When a row names an owner by email that matches a user in your account, that person is set as the owner.
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