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Importing data


You can import some data into Toolbox - Contacts, Employee data, Assets, Risks.

You will need to be a Manager user in order to access the Settings area to import data.

Importing data

In the Settings area, choose the module corresponding to the data you want to import.

You should see an import box like this one:


Click on 'Download' and choose either a csv file or Excel spreadsheet to put your data into.

  1. You will need to enter your data under the corresponding columns and save the file.
  2. Click on 'Begin Import' and choose your completed template to upload your data into Toolbox.

Get started today

Book a guided tour of Toolbox, one-on-one via Zoom