Data Import Overview

  • The Data Import Template creates one source of truth for documentation and data within your systems. This Excel spreadsheet is used to perform a variety of activities in Core, such as completing a Risk and Control Self-Assessment, or tracking incidents (e.g., a data breach) and how they’re managed within the company (e.g., adding new access restrictions).

  • The Data Import Template includes multiple worksheets organized with color-coded tabs and is used solely by Core Administrators, typically during the project implementation stage.

  • The Data Import feature lets you create or update objects (e.g., a company) and map relationships between two objects (e.g., between a company and a business unit). You can also add or edit data in an object's field values, roles, and states, but it can’t create new object types, fields, or relationships. 

  • Depending on the application you’re using (e.g., Enterprise Risk Management - ERM), this Data Import can also cover incidents, their related risks and the required controls put in place within the organization. 

  • You perform these data import activities by entering your library data into an Excel template generated from the admin settings, then uploading that template into Core.

User Tips & System Requirements 

  • Core Administrators are users with advanced knowledge of and access to Core and its various configurations.
    • To properly access the Data Import functionality, these users must be enabled as Administrators on the back end in their specific organization (e.g., Incident Management).
  • The Data Import feature uploads templates with up to 15 MB of data. 
    • Zip files can upload up to 500 MB of data from a single attachment. 
    • If a zipped file contains multiple attachments with an average file size of less than 1 MB, up to 200 MB is accepted.
  • There may be a delay in completing imports that include role assignments, depending on the complexity of the role's permissions and/or the number of roles assigned. Click Defer processing of formula recalculations for imports containing more than 50,000 objects. 

The Data Import page with the Defer processing of formula recalculations checkbox selected.

  • If importing a large amount of data, or data that includes role assignments, the import process may not complete immediately, depending on the:
    • Amount of data
    • Complexity of the role's permissions, and/or 
    • Number of roles assigned. In this case, a message displays when the import is in progress and when it's completed. 
  • Data Import does NOT support assessment data (which is a point in time reference that copies the Data Import’s static library data to complete the assessment).
  • Do not change any of the auto-generated headers in rows 1-4 of the Data Import spreadsheet, as it will cause an error when the template uploads. 
  • Workflow transitions and actions are not activated on imported objects.
  • Therefore, you can’t delete existing property, field, role, or workflow data by entering a blank value in the spreadsheet.
  • If a field, role, or workflow in Core already holds data, importing data into that field, role, or workflow will overwrite any existing values.