Import data

Import data brings your existing spreadsheets into the system. You always validate first — a dry run writes nothing — so you can fix problem rows before committing anything.

Fastest path: the onboarding workbook

1. On Import data, choose ⬇ Onboarding workbook to download one Excel file with one sheet per data type and worked example rows. Send it to whoever holds the data.
2. Fill in whichever sheets you have — leave the rest empty.
3. Back on the page, upload the workbook under Import the whole workbook at once. Every filled sheet is validated in one pass (a dry run — nothing saved), with a per-sheet result showing valid rows and any errors.
4. Choose Import all valid sheets to commit.

Site columns take your site names exactly as set up in the app (matched case-insensitively) — no ids or codes. Create your sites first, or via the setup wizard.

Import one data type at a time

1. Pick What are you importing? from the dropdown. The panel lists the expected columns and which are required.
2. Paste your CSV (first row = headers) into the box, or upload a .csv or .xlsx file.
3. If your headers differ from ours, choose Map columns and line each of our columns up to yours — exact-match headers map automatically.
4. Choose Validate (dry-run). You get total rows, valid rows, and a table of the exact row numbers with errors. Nothing is written yet.
5. Fix flagged rows, re-validate if you like, then choose Import. The report confirms how many records were created.

What you can import

• Workforce / people — your roster (workforce)
• Contractors / vendors (contractors)
• Worker credentials — licences and certifications (credentials)
• Training courses — the course catalog (training)
• Incidents — your historical OSHA 300 log (incidents)
• Regulatory permits & licences (permit registry)
• Safety Data Sheets — chemical inventory (SDS)
• Fire extinguishers, gas cylinders, rigging & lifting equipment, and LOTO energy-control procedures (extinguishers, gas cylinders, rigging, LOTO)

Tip: always dry-run a big file first — it's the safe way to catch bad rows before they land in your data.

Related

• Get set up — Setup wizard installs starter content then your data
• People — Roster the spreadsheet import populates and references
• Sites — Establishments loaded before the rest of your data
• Reference lists — Managed pick-lists keep imported values consistent