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Importing and exporting data

ReFresh supports CSV import for loading people and groups in bulk and export through the Reports module in PDF and PPTX. Bulk migration of legacy risk registers, incidents, or survey archives isn't supported, so plan for a fresh start.

Written by Taylor Laing

What you can import via CSV

Entity

CSV import

Employees

Yes: Settings → Employees → Import from CSV (bulk import can auto-create the groups it references)

Groups

Yes: from the Groups settings page

Documents and policies

Individual upload or template fill-in (not a bulk CSV load)

Frameworks and controls

No: these come from the ReFresh library

Historical incidents

No

Historical surveys / responses

No

Risk-assessment history

No

Each supported entity has an in-product CSV template. Use it exactly: ReFresh validates every row before import and flags any that fail.

No risk-register CSV import: CSV import exists only for Employees and Groups. The risk register does not support CSV import: add risks via Custom Risk Assessment or by adopting items from the Scenario Library.

How CSV import works

  1. Open the relevant page (e.g. Settings → Employees, or the Groups settings page).

  2. Select Import from CSV.

  3. Download the template.

  4. Fill it with your data.

  5. Upload the completed template.

  6. Review the validation summary.

  7. Confirm to commit.

Rows that fail validation are flagged with an explanation; correct them and re-upload.

What you can export

Output

Format

Reports (board report, on-demand reports)

PDF or PPTX, from the Reports module

Current-state data (e.g. risk register)

Via a report in the Reports module

Documents and policies (current versions)

Individual file download from each item

Audit trail

Per-entity Activity Log; not bulk-exportable as a single file

For data exports outside the report formats, contact your ReFresh account contact.

What isn't supported today

  • Bulk migration of legacy risk registers: there is no risk-register CSV import; enter existing risks via Custom Risk Assessment or by adopting Scenario Library items.

  • Historical incident migration: prior incidents from an old system can't be bulk-loaded.

  • Survey archives: prior survey data can't be imported.

  • Raw database export: data isn't exposed as a database dump. For programmatic access, contact your ReFresh account contact.

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