Step 1: Upload file
Drag and drop your file into the upload area, or click Browse to select it from your computer. Accepted formats:.xlsx, .csv
The import supports a statement of values format — one row per site, with company-level fields (name, address, currency, etc.) repeated on each row for sites belonging to the same client. TruRisk will group rows by company name and create the client and site records accordingly.
Step 2: Map fields
TruRisk automatically attempts to match your file’s column headers to the corresponding fields in the platform. The mapping screen shows three columns:
For each field you want to import, click the ✓ (tick) button to confirm the mapping. Only confirmed mappings are imported — any field left unconfirmed is ignored, even if it was auto-matched.
Required fields (marked with *) must be confirmed before you can proceed. The required fields are:
The remaining fields are optional — confirm any that you want to include in the import.
Step 3: Preview import
Review the records that will be created before committing. This step shows a summary of the clients and sites TruRisk has parsed from your file, along with any warnings about rows that couldn’t be matched or mapped.Step 4: Review results
After the import runs, a results screen shows which records were created successfully and which (if any) failed, along with the reason for each failure. To fix errors, correct the relevant rows in your file and re-run the import. Only clients and sites that were not successfully imported previously will be created — records that already exist in TruRisk are ignored, so re-importing won’t create duplicates.The import only creates new records. It does not update existing clients or sites. If a client or site with the same name already exists, that row will be skipped.