How to Import Your Risk Register into BoardX

Step 1: Go to the Risk Register Import Page

Navigate to Settings from the left-hand menu.
Scroll down to the Risk Management section.
Click on Risk Register Import.

This will bring you to the import interface where you can upload your risk register file.

Step 2: Do Not Upload Your Existing File Directly

Avoid uploading your existing risk register directly into BoardX. Most standard spreadsheets are not formatted for the system and may be missing required fields or contain incompatible headings.

Step 3: Download the Official Risk Register Template

To ensure compatibility, download the official BoardX risk register import template:

Click Download to save the Excel template file to your device.
Open the file. You will see a few sample rows—these are examples and should be deleted before importing your own data.

Step 4: Understand the Template Fields

The template contains several columns. Some are required, while others are optional. Below is an overview of each field:

Column	Description	Required
Risk Statement Name	The title of the risk.	Yes
Description	A brief description of the risk.	No
Category	Must match one of the 13 main BoardX risk categories.	No (but required before final import)
Subcategory	Optional sub-group under the main category.	No
Risk Management Role	The role responsible for managing the risk.	No
Assessment Frequency	How often the risk will be assessed (e.g. annually, quarterly).	No (but required before final import)
First Assessment Date	Must be a future date. This is when assessments begin.	No
Assessment Due Date	When the assessment must be completed.	No
Risk Appetite	Select from Open, Flexible, Cautious, or Averse.	No (but required before final import)
Risk Group	Use to organise risks by project, department, or committee.	No

You may fill in as many fields as you like. Only the Risk Statement Name is mandatory at the import stage. Other details can be completed later in the system.

Step 5: Populate the Template

Using your existing risk register:

Copy the risk titles into the Risk Statement Name column.
Fill in other fields as available. If your original register doesn’t include descriptions, categories, or dates, you can leave those blank for now.
Save the completed file on your device.

Step 6: Upload the Template

Return to the Risk Register Import page in BoardX.
Click Browse and select the completed file.
Click Save.

The system will begin importing your risk statements. Once loaded, you will be presented with a list of risks where you can review and complete missing information.

Step 7: Complete Risk Details in the Wizard

After uploading the file:

Use the interface to fill in any missing data, such as:
- Risk descriptions
- Categories and subcategories
- Assessment frequency
- First assessment and due dates
- Appetite and risk groups

If a value (e.g. assessment frequency or appetite) is the same for all risks, you can apply it to all using the “Apply to All” function.

Be sure that all risks are assigned a valid Category and Assessment Frequency before finalising the import.

Step 8: Save and Confirm

Once all mandatory fields are completed:

Click Save All to finalise the import.
The system will begin creating your risk statements. This process may take a few moments.

Step 9: Review Your Imported Risks

To confirm successful import:

Go to the GRC List from the main menu.
Review the list of imported risks.
If needed, update any fields (such as changing categories that were applied too broadly).

You can also adjust the grouping, assign risk owners, and set up indicators or risk controls after the import is complete.

Tips

Ensure all dates are in the future to avoid assessment errors.
If a risk with the same title already exists, the system will alert you.
Grouping and categorisation can be refined post-import via the risk detail pages.

By following these steps, you can efficiently migrate your existing risk register into BoardX and begin leveraging the system for ongoing risk tracking, assessment, and reporting.

If you need assistance at any point, please contact our support team.