Bulk uploading or importing content

Bulk upload or import content to the Projects app if you need to avoid time-consuming manual data entry, migrate data from another system, or use additional websites to populate data in the Projects app.

What content can I bulk upload or import?

The following table shows bulk uploading risks, controls, and issues from the Projects or Frameworks apps.

This is an old way of doing things, and it has limited functionality. You can only upload a few resources, and you cannot update resources with this option. Continue with this topic if you are happy with the old approach, but we recommend you use the Bulk Importer in Launchpad, which has many advantages compared to the old method.

Notes

  • Interface terms are customizable, and fields and tabs are configurable. In your instance of Diligent One, some terms, fields, and tabs may be different.
  • If a required field is left blank, you will see a warning message: This field is required. Some custom fields may have default values.
Content Detailed information
Standards and regulations Importing standards and regulations
Risks and controls
Issues Bulk uploading issues

Content & Intelligence Gallery

Certain standards, regulations, and risk and control frameworks are only available by subscribing to content suites offered through the Content & Intelligence Gallery, a central repository for industry-specific content that can be used in Diligent products.

For more information, see Content & Intelligence Gallery.

Tips for preparing content

If you are bulk uploading risks and controls or issues, you need to prepare your content before it can be uploaded into the Projects app.

Preparing content involves:

  • copying and pasting your source data into the appropriate Excel template(s)
  • entering data, where applicable, in the Excel template(s)
  • saving the template(s) in preparation for bulk upload

The table below provides a variety of tips you can use to quickly and efficiently prepare your content in the Excel templates.

Task Steps
View both the template and your source document(s) on one screen

Windows users:

Press Windows key + right or left arrow.

Mac users:

Drag the window to fill one half of the screen.

Copy/paste data from multiple cells in the template
  1. In Excel, select the appropriate cells.
  2. Press CTRL + C.
  3. Click the appropriate cell where you would like to paste the data.
  4. Press CTRL + V to paste.
Treat a number or formula as text In Excel, insert an apostrophe before the number in the formula.
Change the column width or row height to automatically fit your data
In Excel, do any of the following:
  • Select the column that you want to change and double-click the boundary to the right of a selected column heading.
  • Select the row that you want to change and double-click the boundary to the bottom of a selected row.
Enter sequential numeric data
  1. In Excel, enter the first number of the sequence in the appropriate cell.
  2. Select the cell.
  3. Move your cursor to the lower-right corner of the cell and drag the outlined area to where the sequence should end.
  4. Click Auto Fill Options.
  5. Select Fill Series.
Use formulas to calculate data
  1. In Excel, click the appropriate cell.
  2. Enter your formula in the fx field.

    Below are some common formulas:

    • SUM - Allows you to add two or more numbers together.

      Example: =SUM(A1:B5)

    • COUNT - Counts the number of cells in a range that have numbers in them.

      Example: =COUNT(A1:A10)

    • TRIM - Gets rid of any space in a cell, except for single spaces between words.

      Example: =TRIM(A1)

    • LEN - Counts the number of characters in a cell.

      Example: =LEN(A1)

Sort or filter data in a single column
  1. In Excel, do one of the following:
    1. Click Home > Sort & Filter.
    2. Click Data > Filter.

      The column headings have an arrow next to the heading name.

  2. Navigate to the column you want to filter and click the arrow next to the heading.

    The sort and filter window opens.

  3. Sort or filter data in the column, as needed.