Verto Intelligence Assisted Data Importing

Our AI-assisted data import enables users to easily move their programme and project risk registers directly into Verto. By harnessing AI technology, we are able to eliminate the challenges previously posed by differing site configurations and Excel file formats. 

To import your risk log, navigate to the risk table in your project or programme and click on the downward arrow > AI Supported Import.

The following pop-up will appear.

Select the file you want to upload. If the file has multiple worksheets, you will be prompted to select the relevant one. Note: This import currently only works for risks. 

The import process will map the columns in your spreadsheet to the best-fit fields in your Verto configuration. You will then have the opportunity to review and make any changes. Note: If the mapping process can't match the data in the spreadsheet with a field in Verto i.e. there is no logical corresponding field for the data to import into, this information will be excluded from the process and can be manually added once the import is complete.

At the top of the screen you will see the Verto field names from your site configuration (indicated by the Verto logo). Underneath each, you will see the suggested mapped columns from your spreadsheet. 

To map the Verto field to a different spreadsheet column, click on the description header and select another option from the list:

The screen will immediately update to show the new information from the spreadsheet mapped to that Verto field:

Alternatively, where data hasn't mapped to a Verto field but you know there is a match, you can select the relevant spreadsheet column to update the import:

When you are happy with the mapping, select ‘Next’. 

A new screen will appear. From here you can make any required changes to the content of the import. For example, if in the spreadsheet the risk score is ‘High’ but in Verto this is a 5x5 risk matrix, click on the matrix icon to select the risk score. When doing this there is the option to ‘Apply All' which will update any other ‘High’ risk scores with the same number.

You can also make updates to any of the text, change lookup answers and search for owners in Verto. If needed, you can also ‘untick’ any lines that should not import into Verto.

When you're happy with the data, click on ‘Save’.  The import process is complete and the risk information will now be visible in your project or programme.