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 |
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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 |
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View both the template and your source document(s) on one screen
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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 |
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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:
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Enter sequential numeric data |
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Use formulas to calculate data |
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Sort or filter data in a single column |
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