ReFresh supports CSV import for bulk data load using a strict template. Export happens through the Reports module (PDF and PPT). Bulk migration of legacy risk registers, historical incidents, or survey archives is not supported.
CSV import via strict ReFresh template, validated before import
CSV import covers groups, employees, and risks
Export through the Reports module (PDF and PPT)
The audit trail and version history are not exported as a single file
Bulk migration of legacy risk registers, historical incidents, and survey archives is not supported
What you can import via CSV
Entity | CSV import supported |
Groups | Yes (Settings → Groups → Import from CSV) |
Employees | Yes (Settings → Employees → Import from CSV) |
Risks | Yes (via the Risk Register's CSV import) |
Documents and policies | Yes (individual upload or template fill-in) |
Frameworks and controls | No (these come from the ReFresh library) |
Historical incidents | No |
Historical surveys / responses | No |
Risk assessment history | No |
The CSV template for each entity is provided in-product. Use the template exactly; ReFresh validates each row before import and flags any rows that fail validation.
How CSV import works
Open the relevant page (Settings → Groups, Settings → Employees, or Risk Register).
Click Import from CSV.
Download the template.
Fill the template with your data.
Upload the filled template.
Review the validation summary.
Confirm to commit.
Rows that fail validation are flagged with an explanation; correct them and reupload.
What you can export
Output | Format |
Reports (Quarterly Board Report, on-demand reports) | PDF, PPT |
Risk Register (current state) | Via the Reports module |
Documents and policies (current versions) | Individual file download from each item |
Audit trail | Per-entity Activity Log; not bulk-exportable |
For full data exports outside the report formats, contact your ReFresh account contact.
What is not supported (today)
ReFresh does not currently support:
Bulk migration of legacy risk registers: existing risks must be entered through the standard CSV import or manually
Historical incident migration: prior incidents from an old system cannot be bulk-loaded
Survey archives: prior survey data cannot be imported
Direct database export: data is not exposed as a raw database dump
If you are migrating from a different platform, plan for a fresh start in ReFresh: use the CSV import for groups, employees, and current risks, and accept that historical detail stays in the old system for archival purposes.
Related articles
Creating and managing groups (2.2)
Adding and managing users (2.3)
Using the risk register (3.8)
Connecting an HRIS (2.5)